Version 2.3 by sghareeb on 2014/06/13 17:40
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1 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.
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5 Use the following procedure for adding Organizational Units (OU):
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7 ~1. In the Administration sidebar, click on the "Organizational Units..." option. This will display the screen shown below.
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11 Image here
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15 The first step is to define the "root" organizational unit.
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17 The root organizational unit is the overarching organization from which other organizational units are hierarchically related.
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21 2. To add a new root OU, click the Add button above the OU list area, then select "Root OU".
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25 Image here
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29 3. Enter the following information for this OU:
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31 3.1 OU Name - a user friendly name for this root OU
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33 3.2 OU Code - a short code for this OU
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35 3.3 Click on the Save button
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39 4. Add one or more Child OU's by clicking on the Root OU, then clicking on the "Add" option and selecting "Child OU"
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43 Image here
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46 5. Enter the following information for this child OU:
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48 5.1 OU Name - a user friendly name for this OU
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50 5.2 OU Code - a short code for this OU
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52 5.3 Click on the Save button
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54 Note: Once a root unit has been added, any number of child/grand-child organization units can be added.
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57 Image here
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61 See a sample [[__Organizational Unit Hierarchy__>>doc:Organizational Unit Hierarchy]]
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65 Note: Removing an OU - Unlike most of the other objects in SMR (clients, staff, etc.), organizational units cannot be totally removed from the application. 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]][[Staff Administration>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/help+-+staff+administration.html]] 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.