Org. Units search

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About this page

This page is used to search for and manage Org. Unit records. Organisational Units (Org. Units fo short) are the different administrative units within the organisation, sometimes called departments, faculties, research centres, or schools. Org. units have two main functions in RME:

•        Provide a view of organisational structure

•        Provide security filtering based on org. unit

You can create your organisational structure as required so that records such as personnel or projects can be affiliated to one or more organisational units. The org. unit assigned to the user record gives the user access to all the records that have the same org. unit affiliation. For details on security filtering, see: Access and permissions.

Menu path: RME > Setup > Org. Units


Search for records

Use Advanced search to find records.

  1. To find a record or eForm, enter your search criteria in the fields. To add a line, click the green plus (+) icon.
  2. To start the search, press <Enter> on your keyboard, or select the Find button on the toolbar. Records that match your search display automatically in the Results search tab.
  3. To open an record from search results, you can either:

•        Select the checkbox to the left of the record and click Open in the toolbar.

•        Click the link in the first column (denoted by blue underlined text).

For more, see: Search

  

Manage records

To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:

Action

 

Find out more

Create a new record

Click the New button on the toolbar

Add a core record

Edit a record

Open the record, edit the details and save

Edit a record

Copy a record to reuse details or create a version

Select the record and click the Copy button on the toolbar

Copy records and versions

Delete one or more records

Select the records and click the Delete button on the toolbar

Delete a record

Export record details

Click the Export button on the toolbar

Export record details

Access reports

Click the Reports button on the toolbar

Reports

Change the layout of columns in this page

Click the Column button on the toolbar

Column management
 

Add a new org. unit

In the toolbar, click the New button. For field details,see: Org. Units.

 

Related topics

•        Org. Units

•        Org. Unit Relationships

•        Working with Org. Structure

 

Product Key: Modules - Core

Page ID: AOU001S.htm