Creating an Org Unit

Who is this article for?
Administrators who need to set up organisational structure.
Admin access to Universe module required

This article explains how to create an organisational unit within the org structure hierarchy.

1. Navigating to the org structure

Select Add from the general toolbar in the ribbon. You may also right click your mouse and select Add from the drop-down menu.

The org unit information may then be completed and saved within the properties panel:

Parent	This is where you select where in the hierarchy you wish the org unit to appear
Name	Mandatory and unique - enter the name of the org unit
Order	Order in which item appears (amongst siblings)
Colour	Mandatory and unique - enter the name of the org unit
Description	Add additional information here
Active	Activate or deactivate the org unit; only active org units can participate in the scope of planned audits
Retired	Cascades down to the child Entities respectively. This allows users to deactivate a larger part of the Org Structure in one go rather than having to do each child item individuall
Configuration	Options will include the Parent Matrix Configuration or any of its local matrix configurations. Where the same configuration value occurs the change will cascade down to all child Org Units and Entities - it will not override any configurations already assigned lower down. Please note that any change in the Matrix Configuration will clear all current assessments from its Entities and relevant Open Audits. The clearing of current assessments cannot be reversed once made

Tip: Not all properties are mandatory, only complete the fields as required. A mandatory property field will be shown by the warning.

A mandatory property field will be shown by the warning icon.

Tip: Use the re-order functionality to quickly change the order of your lists.