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Creating Root Organizational UnitsLocate this document in the navigation structure

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 path Organizational Management Next navigation step Expert Mode Next navigation step Simple Maintenance Next navigation step Create End 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 path Organizational Plan Next navigation step Create End 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.

Note

Once you save the root organizational unit, the system switches from create mode to change mode.