Units

Navigate to Units#

• Access the Structure sub-module of the Organisation module

• Click on Units

• This displays a list view of Units.

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • A search string that can represent the Unit name
  • Status to show the status of the Unit

Create a new Unit#

• To create a Unit, hit the New button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • Code
  • Description
  • Name
  • Parent Unit
  • Manager

• You also need to populate the fields in the following tabs:

  • Office setup: unit email, shared folder etc.

• Hit the Save and close button

View a Unit#

• To view a Unit, click the ID of the unit

Edit a Unit#

• To edit a Unit, select the particular record you want to edit by clicking the radio button
• Click the Edit button

Delete a Unit#

• To delete a Unit, select the particular record you want to delete by clicking the radio button
• Click the Delete button

Activate a Unit#

• On save, the newly created Unit status will be Unapproved. Use the search filter to search for Unit with a Status of Unapproved.
• Click the Activate button to activate the unit and change its status from unapprove to active

Deactivate a Unit#

• To deactivate an approved Unit, search and select the active region you want to deactivate and click the Deactivate button
• This works only if the item is Active

Recategorize Unit#

• To recategorize a unit, select the particular record you want to recategorize by clicking the radio button
• Click the Recategorize button

Change Ownership of a Unit#

• To change ownership of a unit, select the particular record you want to change by clicking the radio button
• Click the change button, input the new owner and click execute

Merge two Units#

• Merge two units, by selecting a region and hitting the Merge button to select the other region to be merged with
• Click the merge button, input the new owner and execute
  • Delete Source: True or False
  • Source: search for the company