Org. Units

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About this page

This page is used to capture the details for an organisational unit in your organisation. There are different pages to capture the basic details and relationship details.

The Org. Unit label may sometimes be customised for your institution to Department, Faculty or School.

These are also referred to in the system in some places as "AOUs", administrative organisational units. These are different to Organisation records. External organisations can be those that provide funding, those in which external personnel maybe employed, or in which the facilities maybe used for research. The Organisation record marked as the Primary represents your institution across the system. There can also be subsidiary internal organisations under this (marked as Internal).

Menu path: RME > Setup > Org. Units (Search) > Org. Units

 

Add a new org. unit

1.     In the RME menu, select Setup > Org. Units.

2.     In the toolbar, click the New button.

3.     Complete the fields, using the table below as a guide.

4.     In the toolbar, click Save. To go back to the previous page, click it in the breadcrumb trail or use your browser Back button.
The Org. Unit Relationships related item becomes available to capture the relationship between org. units. See also: Working with Org. Structure

Org. Units: Fields

Default Field Label

(in alphabetical order)

Description

Current?

Yes by default

Indicates whether the org. unit is current and can be used in the system

If the org. unit is no longer current, slide this to No.

Date Used From

Date the org. unit is used from

Date Used To

Date the org. unit is used to

Description

Additional information about the org. unit

Display Order

Order of the org. unit in the summary grid

Org. Unit Code *

Mandatory

Unique code that identifies the individual org. unit based on your own schema

Org. Unit Name *

Mandatory

Name of the org. unit

 

Manage Org. Unit records

You manage core records from the module search page, Results tab. Select records in the grid and select the New, Delete and Export buttons on the toolbar in Org. Units search.

 

Related topics

        Org. Unit Relationships

        Working with Org. Structure

 

Product Key: Modules - Core

Page ID: AOU001.htm