Organization form
Completing the Chart tab

Field

Description

The diagram presents the current structure as a three-level tree: organization, division, and organization units in your current organization (as displayed in your operator profile). To display all organizations in your system, click Display All.

Click a plus sign to expand any node. Organizations presented at the second first (top) level (AlphaCorp.com in this example).

The chart includes a text description of the organization.

By right-clicking on a node, you can use a pop-up panel to:

• Add nodes at the peer level (for example, select an organization and create a new one)
• Add children nodes (for example, select an organization and create a new division belonging to it).
• Add operators to organizations, divisions, or organization units. See Method 4 in Operator ID form — Completing the New dialog for instructions on using this option.
• Open an organization, division, or organization unit form.
• View a list of operators associated with each node.

For more information, see Using the Organization Chart.