# Organisation Structure Configuration

**In this Section:**

<div data-article-id="738702" data-workflow="false" id="bkmrk-organisation-structu"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div>- Organisation Structure Configuration

</div><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>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:

<div data-article-id="738702" data-workflow="false" id="bkmrk-provide-a-list-of-wh"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div>- 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.

</div><div data-step-uuid="b31690e6-1842-4758-9ce8-fdd71acf4a0d"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Provide the Node Types

<div data-article-id="738702" data-workflow="false" id="bkmrk-"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="b31690e6-1842-4758-9ce8-fdd71acf4a0d"><div></div><div>![](https://media.screensteps.com/image_assets/assets/000/542/253/original/e25df9b6-0ab7-4cf5-b8f4-4a698eb20ed9.png)</div></div><div data-step-uuid="f39b518c-a187-4f24-a87b-dd126334fdae"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 1

<div data-article-id="738702" data-workflow="false" id="bkmrk-click-system-adminis"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="f39b518c-a187-4f24-a87b-dd126334fdae"><div>- Click System Administration from the **Administration Menu.**
- Open the *Organisation Structure* module by selecting **Modules** **|** **Organisation** **Structure | Administration | Organisation Structures.**

</div><div>[![](https://media.screensteps.com/image_assets/assets/000/542/276/original/8a86c1c9-1eac-421d-b1d3-5abfbfac8067.png)<span aria-hidden="true" class="preview_image">Zoom:</span>](http://signify.screenstepslive.com/s/10619/m/68855/l/738702/show_image?image_id=542276)</div></div><div data-step-uuid="84bde661-45cc-4ae9-96af-886f7aba9b79"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 2

<div data-article-id="738702" data-workflow="false" id="bkmrk--0"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="84bde661-45cc-4ae9-96af-886f7aba9b79"><div>![](https://media.screensteps.com/image_assets/assets/000/542/270/original/67248a5f-45e3-42d2-a116-d073ae6c4b0f.png)</div><div></div></div></div></div></div></div>Again from the menu, locate and open *Node Types.*

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

<div data-article-id="738702" data-workflow="false" id="bkmrk-zoom%3A"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="84bde661-45cc-4ae9-96af-886f7aba9b79"><div></div><div>[![](https://media.screensteps.com/image_assets/assets/000/542/251/original/74a6d2e0-089c-4065-8e2b-c0ef727b5b37.png)<span aria-hidden="true" class="preview_image">Zoom:</span>](http://signify.screenstepslive.com/s/10619/m/68855/l/738702/show_image?image_id=542251)</div><div></div></div></div></div></div></div>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.

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 3

<div data-article-id="738702" data-workflow="false" id="bkmrk-click%C2%A0add%C2%A0to-open-a-"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="3d4edb53-e5fc-4559-838e-2a8c2c0ae064"><div>- Click **Add** to open a blank record as shown below.

</div><div>[![](https://media.screensteps.com/image_assets/assets/000/542/273/original/cc0695ff-2734-42ce-89e1-2f0938c7b3f6.png)<span aria-hidden="true" class="preview_image">Zoom:</span>](http://signify.screenstepslive.com/s/10619/m/68855/l/738702/show_image?image_id=542273)</div><div>- 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.

</div><div data-step-uuid="4841a337-cd00-4c8b-95a2-e5eec590b1e0"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Provide the Node Type Relationships

<div data-article-id="738702" data-workflow="false" id="bkmrk--1"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="3d4edb53-e5fc-4559-838e-2a8c2c0ae064"><div data-step-uuid="4841a337-cd00-4c8b-95a2-e5eec590b1e0"><div>![](https://media.screensteps.com/image_assets/assets/000/542/257/original/bd9982fb-add8-46c1-8fad-d95d7310705b.png)</div></div><div data-step-uuid="e2156639-7b22-4e4e-973d-5f55dfacd0b8"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 4

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

<div data-article-id="738702" data-workflow="false" id="bkmrk-on-the-menu%2C-from-th"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="3d4edb53-e5fc-4559-838e-2a8c2c0ae064"><div data-step-uuid="e2156639-7b22-4e4e-973d-5f55dfacd0b8"><div>- On the menu, from the *Administration* item select *Node Type Relationships*.

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

<div data-article-id="738702" data-workflow="false" id="bkmrk-the-node-in-column%C2%A0l"><div data-article-id="738702" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="3d4edb53-e5fc-4559-838e-2a8c2c0ae064"><div data-step-uuid="e2156639-7b22-4e4e-973d-5f55dfacd0b8"><div>- The node in column *Linked* *Node Type* is linked to (or falls under) the node in the column *Node Type*.

</div><div>[![](https://media.screensteps.com/image_assets/assets/000/542/262/original/37da144e-ad13-4698-a8d0-ed5c0fc45200.png)<span aria-hidden="true" class="preview_image">Zoom:</span>](http://signify.screenstepslive.com/s/10619/m/68855/l/738702/show_image?image_id=542262)</div></div><div data-step-uuid="f25911cd-ade0-4180-af98-07a9c9e301a6"></div></div></div></div></div></div>#### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 5

<div data-article-id="738702" data-workflow="false" id="bkmrk-click%C2%A0add%C2%A0to-open-a--0"><div data-role="steps-container"><div data-step-uuid="b3279b8b-7ccc-4a67-8219-5bd209e4ea24"><div data-step-uuid="3d4edb53-e5fc-4559-838e-2a8c2c0ae064"><div data-step-uuid="f25911cd-ade0-4180-af98-07a9c9e301a6"><div>- Click ***Add*** to open a blank relationship screen as shown below.

</div><div>[![](https://media.screensteps.com/image_assets/assets/000/542/267/original/c495686e-b1ed-4d6d-81ee-9478ed5920d1.png)<span aria-hidden="true" class="preview_image">Zoom:</span>](http://signify.screenstepslive.com/s/10619/m/68855/l/738702/show_image?image_id=542267)</div></div><div>- 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.

</div></div></div></div></div>