My Organisation

Overview

The My Organisation interface allows organisations to capture their contact and staff details.

The interface includes the following:

• Header: Provides for the organisation name, registrations numbers, and contact details.

• Staff (tab): Adds staff information and assigns Operator or Rep status to them.

• Entities (tab): Allows organisations to add additional entities (e.g. branches, subsidiaries).

• Organigram (tab): Provides a visual representation of the organisation's structure (Menu (button) > Chart View). The structure must first be created using the Tree or Grid View interfaces.

• Work Shifts (tab): Allows the organisation to specify their working hours. This information is used in production, and the project manager to allocate tasks.

• Output (tab): Allows the organisation to insert information that must appear on Output forms (e.g. address, logo, bank details.)

• Notifications (tab): Allows organisations to create daily activity summaries that are emailed to the group or person specified.

Navigation: Main Menu > Setup > My Organisation

Settings

Navigation: Main Menu > Setup > Settings > Users (tab)

Access to this module is controlled by this setting:

• Setups > My Organisation - Access Allowed: Checkbox. If checked access is allowed. If unchecked, access is revoked.

Related Topics

• Reference: Entities

• Reference: Organigram

• Reference: Staff

• Reference: Work Shifts