Changes for page Organizational Units Definition
Last modified by karimpirani on 2014/07/03 15:15
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... ... @@ -1,7 +1,9 @@ 1 + 1 1 What is Organizational Unit Definition? 2 2 3 3 * Organizational Unit definition is the creation of the units and subunits of an organization. This enables you to organize clients and users according to where they operate in the organization and group them for purposes of data visibility, reporting and security 4 4 6 + 5 5 Organizational Units - The primary purposes of defining organizational units is to associate users and clients into groupings for the purpose of limiting data visibility and to create organizationally driven reporting categories. Usually these groupings reflect either the geographical or supervisory reporting hierarchy of your organization. 6 6 7 7 ... ... @@ -51,7 +51,7 @@ 51 51 52 52 5.3 Click on the Save button 53 53 54 -Note: Once a root unit has been added, any number of child/grand-child organization alunits can be added.56 +Note: Once a root unit has been added, any number of child/grand-child organization units can be added. 55 55 56 56 57 57 [[image:oud 3 zoomed.PNG||width="100%"]] ... ... @@ -60,6 +60,6 @@ 60 60 61 61 62 62 63 -Note onRemoving an OU:unlike most of the other objects in the system (clients, staff, etc.), organizational units cannot be totally removed from the application.65 +Note: Removing an OU - Unlike most of the other objects in the system (clients, staff, etc.), organizational units cannot be totally removed from the application. 64 64 65 -Clicking on the "Remove" option after selecting a particular OU only makes the OU inactive and no longer available for selection in the [[__Staff Administration__ >>doc:Staff Administration]]or [[ __Client Management__>>doc:ClientCreation]] admin functions. Staff or clients who were associated with an OU that has been inactivated will need to be re-associated with an active OU to maintain visibility for further operations and reporting.67 +Clicking on the "Remove" option after selecting a particular OU only makes the OU inactive and no longer available for selection in the [[__Staff Administration__ >>doc:Staff Administration]]or [[Client Management>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/adding-clients.html]] admin functions. Staff or clients who were associated with an OU that has been inactivated will need to be re-associated with an active OU to maintain visibility for further operations and reporting.