Function

Menu path

Comments

Create organizational units

Edit ® Create ® Organizational unit

Select the organizational unit for which you want to create a subunit.

Assign organizational units

Edit ® Assign ® Organizational unit

Use this function to assign an organizational unit to another organizational unit.

Rename organization/organizational units

Edit ® Rename

Use this function to assign a different name to an organizational unit.

Move organizational units

Edit ® Move

Use this function to reassign an organizational unit somewhere else within your organizational structure.

Delimit organizational units

Edit ® Delimit ® Object

You delimit organizational units if you want to bring their end date forward. This might, for example, be necessary if you are disbanding an organizational unit on a particular date.

Delimit relationships between organizational units

Edit ® Delimit ® Relationship

You delimit relationships between organizational units if you want to bring the end date of the relationship forward.

Delete organizational units

Edit ® Delete ® Object

You can only ever delete by starting at the bottom of the organizational structure and working up.

Deleting relationships to organizational units

Edit ® Delete ® Relationship

Use this function to delete the relationships between organizational units.

Enter localization data for organization/organizational unit

Extras ® Address

Use this function to enter the addresses, telephone numbers, etc. of your organizational units.

Store general descriptions for organizational units

Extras ® Description ® General description

Use this function to define competencies and areas of responsibility in greater detail for organizational units.

Enter additional description for organizational units

Extras ® Description ® Additional description

Use this function to store area-specific information on organizational units.