Organigram

Overview

The Organigram feature can be used to define the company structure by including Departments, Heads and Staff.
The feature is included in the My Organisation module.
A user must have access to My Organisation to view or edit the Organigram.
You can View the Organigram in a Tree or Chart view

Navigation: Main Menu > Setup > My Organisation > Organigram (tab)

Table of Contents

Status: A status icon which represents the type of person / entity and text indicating the status. Status options: Vacant (Yellow), Active (Blue), In-Active (Red).
Type: The type of entry.
Name: The name of the entry.
Code: The short name of the entry. The code can be up to 50 characters long. All the Department lookups display the Code (e.g. Transactions, Ledger, Service Manager).
Description: The description of the entry.
Updated by: The user who last updated the organigram.
Updated: The date on which it was last updated.
Menu (...): A submenu with the following options:
- Edit Organigram: Opens a popup to edit the information or change the status.
  - Status: Select Vacant, Active, or Inactive.
  - Type: Select Company, Branch, Department, Head, Manager, Staff, or Trainee.
  - Parent: A dropdown list of other entries to select this entry's parent.
  - Name: A field to type a name for the entry.
  - Code: A field to type a short name for the entry.
  - Description: A field to type a description for the entry.
- Add to selected Item: Allows one of these items to be added to the selected item:
  - Company
  - Branch
  - Department
  - Head
  - Manager
  - Staff
  - Trainee
- Move Up: Moves the entry one line higher.
- Move Down: Moves the entry one line lower.
- Clear: Clears the information.
- Delete: Deletes the line.

Status: The entry's status: Vacant (Yellow), Active (Blue), In-Active (Red).
Type: The type of entry with a colour-coded icon.
Company: The name of the company.
Branch: The name of the branch.
Department: The name of the department.
Name: The name that matches the type (e.g. Staff's name, or Department's name).
Code: The short name that matches the type. The code can be up to 50 characters long. All the Department lookups display the Code (e.g. Transactions, Ledger, Service Manager).
Description: The description of the entry.
Updated by: The User who last updated the organigram.
Updated: The date on which it was last updated.
Menu (...): A submenu with the following options:
- Edit Organigram: Opens a popup to edit the information or change the status.
  - Status: Select Vacant, Active, or Inactive as the entry's status.
  - Type: Select Company, Branch, Department, Head, Manager, Staff, or Trainee.
  - Parent: A dropdown list of other entries to select this entry's parent (staff are excluded).
  - Name: A field to type a name for the entry.
  - Code: A field to type a short name for the entry.
  - Description: A field to type a description for the entry.