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Completing the Chart tab
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You can interact with the organization chart presented on this tab to maintain divisions, maintain organization units, and add operators.

The chart is also available on the Division and Organization Unit rule forms, and in the Organizational Chart tab on the Organization landing page. To access the tab, select> Org & Security > Organization > Organizational Chart.

Field

Description
Organizational Structure

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 the organizations in your system, click Display All.

Click a plus sign to expand any node. Divisions are presented at the second indented level (Administration in this example).

The chart includes a text description of the division, and the cost center and manager associated with the instance (if this information was entered in the Cost Center and Cost Manager fields on the Accounting tab).

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

  • Add nodes at the peer level (for example, select division and create a new one belonging to the same organization)
  • Add children nodes (for example, select a division and create a new organization unit reporting to it.)
  • Add operators to organizations, divisions, or organization units.
  • Open an organization, division, or organization unit form
  • View a list of operators associated with each node.

As you make your modifications, use the Refresh button to update the display.

Adding a division using the chart

  1. Select a division node on the chart.
  2. Right-click to open the pop-up panel, and select Add Node.

A pop-up window appears.

You can also select an organization node and select Add Child.

  1. Enter a division name in the Division field and click OK . The instance appears on the chart.
  2. To open the rule form to add or modify the information double-click the instance, or select the instance on the chart, right-click, and select Open.

Up About Division data instances