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An organisational structure must be created before the system can be used to enter new records.
You can incrementally model your organisational structure within the software by completing these steps. Once you've completed creating all the units and linking them, click on your top level unit to see the overview of the whole structure.
Decide which organisational unit will represent the top level of your structure. Create all the other org. units and link them to the parent org. unit.
Starting with the top level unit, follow these steps:
1. Go to RME > Setup > Org. Units.
2. In the toolbar, click the New button.
3. Enter the new org. unit code and name, according to your particular institution's naming and coding schema.
4. Ensure that the Current? option is enabled (Yes).
5. In the toolbar, click Save. Repeat to create records for each org. unit in your structure.
To link org. units to their parent org. unit, follow these steps:
1. From the Org. Unit search page, select the parent org. unit record.
2. In the Org. Units Relationships related item at the far right, click Add.
3. Find the Org. Unit you want to link by either entering the code (if known) or using the lookup to search for it.
4. In the Administrative Unit? field, slide to Yes if the relationship is administrative. If not administrative, slide this to No. In this case, the relationship will be a data link, meaning that data can be accessed by the linked Org. Unit but all administrative tasks will default to the Org. Unit with the administrative link. See the examples in Org. Units. While an org. unit can be linked to many other org. units, it can only have one administrative parent.
5. In the toolbar, click Save.
6. Repeat the steps above to link other Org. Unit records to the parent.
ID: Org_Structure.htm