Creating Root Organizational Units

Prerequisites

To start a new plan, you must begin by creating a root organizational unit. A root organizational unit is the highest level unit in an organizational structure, for example, Board of Directors. The root organizational unit is the starting point of the organizational structure.

Procedure


  1. To access Simple Maintenance, select Start of the navigation pathOrganizational Management Next navigation step Expert Mode Next navigation step Simple Maintenance Next navigation step CreateEnd of the navigation path.

    The Create Organizational Unit screen appears.

  2. In the Organizational unit: Abbr. and Name fields, enter data as required for each job you want to create.

  3. In the Validity period field, enter a validity period for the organizational unit.

  4. In the View field, select the view in which you want to work. Views.

  5. Choose Start of the navigation pathOrganizational Plan Next navigation step CreateEnd of the navigation path.

Results

The system saves the organizational unit. The Change Organizational Structure screen appears, on which you can continue to build up an organizational structure for your plan.