Provides users with an in system overview of How to Build, Edit your Organisational Structure in Assure. The video focuses just on the visual representation of the structure. The article below also guides through process via the menus in Assure. You can watch this video for an overview to learn about this topic or keep reading the article below.
Available to watch in - French, German, Spanish, Italian, Polish, Dutch, Brazilian, Portuguese, Chinese (Simplified)
Changing your Org Structure
You can re-configure your Organisational Structure by navigating to
Settings > Organisational Configuration > Organisational Units
From here you can rename existing units, add new units or disable ones you don’t want.
Creating a new unit in your structure:
Here is an example tree:
Select New Record to create a new unit in your Structure:
Type the name of your new Org Unit in the text box.
Assign the new unit a parent unit.
A Parent Unit is the unit which appears above the new unit in a hierarchical structure. A child unit can only have one parent.
The example tree now looks like the following:
Rename Organisational Units in the structure:
Select the unit and press Edit:
Enter the new name of the unit; this particular unit doesn’t have a parent because it is the top of the tree:
The example tree now looks like:
It is important to note that if you rename a unit; all records which are associated with that unit will now change to the new unit.
Deleting/Disabling an Org Unit:
You cannot fully delete an Org Unit from the tree, if you require this then you will have to contact Technical Support where we can assist you. The reason for this is because if you fully delete units all records associated with that unit will also be deleted.
However, you can disable units from the tree.
To do so, find the org unit in the list and select ‘Edit’:
Untick the ‘enabled’ button.
This unit will now ‘disappear’ from the tree for all users unless they have the permission to ‘view disabled org units’ – this permission is dictated by their Supervisor Privilege.
For users which do have the permission they will see the unit appear as red in the tree.
E.g.
Important points to note:
- Users with this permission will see the unit appear as red in the tree and they will still be able to assign records to it. People without the permission will not see the unit in their tree and will not be able to assign records to it.
- We would recommend most people do not have the option to ‘view disabled org units’ as this can cause confusion and records could be assigned to the wrong area.
- Any units which are disabled can also be re-enabled by re-clicking the ‘enabled’ box again; these units are never fully deleted.
- If you do disable a unit, any records associated with it will still show in the system, they will not be deleted.
Moving an Org Unit to another place:
You can move Org units around by changing the parent unit to a different one.
To change the parent, find the org unit in the list and Edit:
Use the menu button and Select to change the parent:
Example:
In the below tree there is a Unit Dundee which has parent Transport.
After changing Dundee’s parent to ‘Head Office’, the tree now appears as the following.
Deactivating Organisational Units
This video provides users with an in system overview of How to Deactivate Org Units within Assure. You can watch this video for an overview to learn about this topic or keep reading the article above.
Available to watch in - French, German, Spanish, Italian, Polish, Dutch, Brazilian, Portuguese, Chinese (Simplified)