The Org Chart feature allows you to add, manage, and visualize organizational units such as departments and teams. The data entered here is automatically synchronized with the Departments screen in the Support Menu of the Setup Module.
1. Managing Organizational Units
1.1. Creating a New Unit
- Navigate to Org Chart Menu → Add New Unit.
- The system will display the Add New Unit screen.
- Enter the required details.
- Click Save to confirm the operation or Close to cancel.
1.2. Editing a Unit
- Locate the unit you want to modify.
- Click the Edit icon next to the corresponding entry.
- Make the necessary changes and click Save to confirm.
1.3. Deleting a Unit
- Locate the unit you want to delete.
- Click the Delete icon next to the corresponding entry.
- The system will display a confirmation message.
- Click OK to proceed with deletion or Cancel to abort.
2. Viewing the Organizational Chart
- Navigate to Org Chart Menu → View Chart.
- The system will display a hierarchical view of the organization's structure, including units and reporting lines.
Final Notes
- All organizational units created here will be synchronized with the Departments section in the Support Menu of Setup.
- Ensure that each unit is properly assigned and structured to maintain an accurate organizational chart.
- Deleted units cannot be recovered, so proceed with caution when removing records.
