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Organisation Structure Configuration

In this Section:

  • Organisation Structure Configuration

Configuration and Administration

In this section you will be shown how to configure the Organisation Structure module before you start building a structure.  This will be done in two main phases and the sample structure you developed above will be used:

  • Provide a list of what your organisation structure nodes are called.
  • Stipulate which child nodes can be linked to which parent nodes.  In other words what the relationships between the nodes are.

Provide the Node Types

                                               

Step 1

  • Click System Administration from the Administration Menu.
  • Open the Organisation Structure module by selecting Modules | Organisation Structure | Administration | Organisation Structures.

Step 2

Again from the menu, locate and open Node Types.

This will open the screen where the node descriptions are provided.

All the regular screen functionalities are available with which to Add, Edit or Delete records.  An existing unit type is edited by clicking anywhere on the record or by clicking the View/Edit hyperlink.

Step 3

  • Click Add to open a blank record as shown below.
  • Provide a node’s Name and Description e.g. Company.  
  • Click Save or Save Add New to provide successive node descriptions.  The order in which they are provided is of no importance here.
  • Continue in this fashion until all your node descriptions have been entered.

Provide the Node Type Relationships

Step 4

Now it’s time to provide the relationships between the different nodes. 

  • On the menu, from the Administration item select Node Type Relationships.  

The screen below will open showing any existing relationships.  This screen is interpreted as follows: 

  • The node in column Linked Node Type is linked to (or falls under) the node in the column Node Type.  

Step 5

  • Click Add to open a blank relationship screen as shown below.
  • Select the parent node from the Node Type dropdown and then select its child node from the Linked Node Type dropdown.
  • Click Save or Save Add New to add consecutive relationships.
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