Click or drag to resize

* Organization Structure

[This is preliminary documentation and is subject to change.]

The organization structure determines what types of organizational units may be created in the organization, and how these types are related.

The organization structure is built from a number of types and relations between these types.

Example: If you want the organization to contain hospitals and departments:

  • Create a hospital type (it should be created below a country type or some regional subdivision type).

  • Below the hospital type, create a department type.

Note Note

Depending on the selected culture, the database may already (after the database has been created) contain an organization structure suitable for the country in question.

Note Note

Country-specific import modules may create or require a specific organization structure..

Start up

  1. From the main menu, select "Organization / Structure". This displays a frameset with 2 frames:

  2. The left frame displays a hierarchy of types.

    • The root type in the hierarchy is always "System". This is the only hardcoded type in the organization. It cannot be deleted.

    • Below the tree view displaying the hierarchy are two buttons "Export" and "Import".

    • Below the tree view displaying the hierarchy is a legend, that describes how institution types and "recursive" typers are displayed.

  3. The right frame is a working area, that displays the details (properties and relations) of the type, that is selected in the left frame.

Create a type

  1. Click the type, that will be the "parent" of the new type in the hierarchy (in the left frame). The properties of the selected parent type will be displayed in the right frame - in "read only" mode.

  2. Below the tabset displaying properties in the right frame, there is a button "Create new type below this". Clicking this button will display blank form (in edit mode).

  3. Enter values in the fields (see properties), and click "Save". The new type is created, and the hierarchy in the left frame is refreshed.

Update a type

  1. Click the type you want to edit in the hierarchy in the left frame. The properties of the selected type will be displayed in the right frame - in "read only" mode.

  2. Click the "Edit" button. The form will change to edit mode.

  3. Edit field values (see properties), and click "Save". The type is updated, and the hierarchy in the left frame is refreshed.

Delete a type

  1. To delete a type, click the type you want to delete in the hierarchy in the left frame. The properties of the selected type will be displayed in the right frame - in "read only" mode.

  2. It is impossible to delete a type, that is referenced by some organizational units. The bottom-most row in the table in the "Properties" displays the number of organizational units craeted in the database, referencing the current type.

  3. Only types at the "bottom" of there hierarchy (types that do not have any sub-types below them), may be deleted. If you want to delete a type that has sub-types, you must delete the sub-types first.

  4. When deletion is allowed, the "Delete" button is enabled. Clicking this button will delete the type (after answering "OK" to a confirmation popup), and the hierarchy in the left frame is refreshed. The right frame will now display the parent of the deleted type.

Exporting the organizational structure (Version 4.17 and later only)

  1. In the left frame, click the button "Export". An XML file is written to the Temp folder (Temp/Organization/Structure/Export).

  2. A link named "Exported file" is shown. Left click the link to open the generated file in the browser. Right click the link and select "Save LInk AS..." to download the file to you local file system (your PC or a file share).

Importing the organizational structure (Version 4.17 and later only)

  1. In the left frame, click the button "Import". An import form appears in the right panel.

  2. Browse for a file in you local file system (on you PC or on file shares).

  3. Click the "Upload and import" button to start importing the organization structure.

  4. When the import has finished, the hierarchy in the left frame is refreshed.

Next Steps

Once the orgnizational structure is built, it is possibel to create, edit, and delete organizational units in the built structure. See Administer organizational units.

See Also