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Adding an Organizational Unit

Emily Yeomans
  • Updated

Organization Units follow a hierarchy scheme. For example, if your institution is a university, your hierarchy may be School followed by Department, and then Division. The names of the organizational units will depend on your institution's organizational structure.

Adding an Organizational Unit

  1. Click on the settings wheel, and then click on Codes.

  2. Beneath Other Codes, click on Organizational Units.

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  3. In the top right-hand corner, click Add.
  4. Fill in the respective fields, and click Create.

Organizational Unit Fields

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  1. Parent Org Unit: the Org Unit directly above the one you are creating. If you are creating a Hierarchy Level 1 (School level, for example) you will leave the Parent Org Unit field blank.
  2. Org Unit Code: a max of eight characters, and can be uppercase or mixed case. Org Unit Codes will be displayed by hierarchy level, and then alphabetically.
  3. Org Unit Name: provides a full description of the organizational unit.
  4. Display Status: indicates whether the Org Unit will be displayed as a possible selection when adding codes to grant records. Selecting T (TERMINATED) will not delete the code from the Code menu or from wherever it has already been added to grant records.
  5. Administrator: allows you to select a person from the Personnel Module as the person in charge of the Org Unit.

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