Creating an Organization Unit

You can create an Organization Unit within your Organization.

Procedure

  1. In the Organization Model editor, double-click the organization in which you want to place an Organization Unit. The Organization Editor for that organization is opened.
  2. Select the Organization Unit tool in the Organization Modeler palette, and click the empty part of the Organization diagram. This places an Organization Unit in the Organization.
  3. At this point the Label field of the Organization Unit is automatically selected. Enter the label you require. The Name field is automatically filled with the same text as the Label, but without any internal spaces.
  4. If the Properties View is not already displayed, right-click the organization Unit you just created and select Show Properties View. The Properties View is displayed.
  5. In the Purpose field on the General tab, and on the Description tab, you can enter some text to describe the purpose of the Organization Unit and/or any supporting explanations, depending on your requirements.
  6. If you are using the default schema, or if you have created your own schema and defined any Organization Unit Types, you can assign a Type to this Organization Unit by selecting it in the Element field.

    Next to the Location field, click to display the Select Type dialog. This enables you to specify a Location Type for the Organization.

    To specify start and end dates for the Organization Unit, click next to the date fields to display the calendars.

  7. If you have applied a Type to the Organization Unit, the Attribute Values tab is displayed. Any attributes that are defined for this type of Organization Unit are displayed here. Click the Value field next to each defined attribute to display a list of available values for that attribute.

    Click the Privileges tab. Click to display the Select Type dialog. This enables you to specify the Privileges for the position.