Last modified by karimpirani on 2014/07/03 15:15
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1 What is Organizational Unit Definition?
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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
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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.
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9 Use the following procedure for adding Organizational Units (OU):
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11 ~1. From the "System Setup" option on the top menu bar, go down to Administration and click on the "Organizational Units..." option.
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13 [[image:ou definition 1.PNG]]
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16 Doing so will display the screen shown below.
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18 [[image:oud 1 zoomed.PNG||width="100%"]]
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22 The first step is to define the "root" organizational unit.
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24 The root organizational unit is the overarching organization from which other organizational units are hierarchically related.
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28 2. To add a new root OU, click the Add button above the OU list area, then select "Root OU".
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30 [[image:oud root zoomed.PNG||width="100%"]]
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34 3. Enter the following information for this OU:
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36 3.1 OU Name: a user friendly name for this root OU
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38 3.2 OU Code: a short code for this OU
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40 3.3 Click on the Save button
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44 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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48 [[image:oud child zoomed.PNG||width="100%"]]
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51 5. Enter the following information for this child OU:
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53 5.1 OU Name: a user friendly name for this OU
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55 5.2 OU Code: a short code for this OU
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57 5.3 Click on the Save button
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59 Note: Once a root unit has been added, any number of child/grand-child organizational units can be added.
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62 [[image:oud 3 zoomed.PNG||width="100%"]]
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64 See a sample [[__Organizational Unit Hierarchy__>>doc:Organizational Unit Hierarchy]]
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68 Note on Removing an OU: unlike most of the other objects in the system (clients, staff, etc.), organizational units cannot be totally removed from the application.
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70 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:Client Creation]] 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.