Organisational Unit Overview

The organisational unit module allows the administrator to complete the overall structure of their company to maximise the efficiency of workflow. The division of labor may be divided into sections and departments representing activities that may include marketing, sales, accounting,information technology, etc. Individuals that are employed within the organisation whether they be full time, part time or contractors are included in these sections or departments.

Units

On the menu, when Units is selected, an organisational chart will display and information regarding each unit will be displayed. The information includes:

Structure of the organisation	Unit Names (eg Sales)
Unit Description

Add a Unit

To add a unit within the organisation, select the cross in the coloured circle in the unit that needs to be added underneath the current unit.

The Add button enables a unit to be added underneath the current unit

Enter the Name of the new unit and include a description of the unit. The description of the unit is optional.

Once the Name and Description has been entered, select the Save changes button

The new unit will be displayed underneath the unit where the administrator originally selected the Add button.

Delete a Unit

To delete a unit, select the horizontal line in the coloured circle in the unit that needs to be deleted. Once this button has been activated, the administrator has the option to continue with the deletion or to cancel the deletion.

	The Delete button enables a unit to be deleted.
	Confirmation whether to proceed with the deletion of the current organisation

If the administrator deletes a unit, all children underneath this unit will also be deleted.

Edit a Unit

To edit a unit within the organisation, select the cog in the coloured circle in the unit that needs to be edited with additional information.

	The Edit button enables a unit to be edited with additional information.
	Enter the new details of the unit and then select the Save changes button to accept the changes or Cancel to ignore any edits.

If the administrator has not added organisational unit roles and users, these will not be available to be edited until these have been added.

Add organisational unit roles and users

To add organisational unit roles and users within a unit, select the people button in the coloured circle in the unit that needs to be added with roles and users.

The People button enables unit roles and users to be added to the current unit.

Depending on the unit selected, will determine which role to use and then which users to select.

For example, the role of Customer Experience Specialist may be selected within this unit with users being added from the drop down list.

Once the role and users have been entered, select the Save changes button.

To add or edit roles and users see the section Add a Role or Edit a Role

Program user progress report

To access the Program user progress report within a unit, select the indicator button in the coloured circle in the unit that needs to be viewed.

	The indicator button enables access to the program user progress report.
	The program user progress report will be displayed

Expand and Contract Units

When the administrator first enters the Unit module, all units that have been added are displayed, however units may be either expanded or contracted to display more or less information so that administrators may work in certain sections of their organisation without having other sections of their organisation being displayed.

Hovering over a unit will display a number of buttons that allow for the expansion or contraction of units.

Hovering over this particular unit will display four buttons that provide the administrator to either expand or contract units.

Selecting the bottom button will contract all units underneath the current unit.

After selecting the bottom button, this leaves only the currently selected unit to be displayed.

To expand all units, either refresh the page on the browser currently being used or select another menu item from the Main Menu and then select back onto Units.

Unit Roles

Unit roles allow the administrator to set roles for their units. Some common roles for units are displayed in the following table.

Unit	Role
Finance	Chief financial officer, Accountant
Payroll	Payroll officer
Information Technology	Manager, IT Technician

Next to each role, there is a column that will display the number of users displayed for this role and Action buttons that include: Edit, Delete and Deactivate.

Add a Role

To add a new role within the organisation, select the + Add role button underneath the Roles heading.

Enter the Name of the new role and include a description of the role. The description of the role is optional.

Once the Name and Description has been entered, select the Save button

Edit a Role

To edit a role within the organisation, select the Edit button that appears to the right of the role that requires editing.

Edit button

Enter the new details of the role in the Name and Description field and then select the Save button to accept the changes or Cancel to ignore any edits.

Delete a Role

To delete a role within the organisation, select the Delete button that appears to the right of the role that requires deleting.

Delete button

Confirmation whether to proceed with the deletion of the current organisation

If the administrator deletes a role, all active users will be removed from the organisational units that use that role.

Deactivate a Role

To deactivate a role within the organisation, select the Deactivate button that appears to the right of the role that requires deactivating. By deactivating a role, the role will still be linked to units but no longer be available to be used. Once deactivated, it may be reactivated once it is required again.

Deactivate button

Selecting the Deactivate button will switch the button to the position of Activate.

Selecting the Activate button will switch the button to the position of Deactivate.

Upload a CSV

To import the company’s organisational unit, a csv file may be created that can then be used to import the roles, units and other important information.

To create the csv file, a template can be downloaded and information may be added before uploading the data.

The structure of the csv file is as follows:

Unit	The name of the Unit
Role	The name of the Role. The name of the role is required if the Username is being used.
Username	The name of the Username. This is optional.
Parent	The name of the Parent unit. This is optional but the name must match a valid unit already entered.
Unit_Description	The description of the Unit. This is optional.
Role_Description	The description of the Role. This is optional.
Manager	The name of the Manager. Default is 0 for no manager, otherwise 1 for manager