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The buttons to realize operations on the organizational units are enabled hovering over a unit on the organizational structure, whether it is visualized as hierarchical or as a grid, with exception of the creation operation, that is initiated from the icon n-boton_mas corresponding to contextual menu.

 

 

The organizational units “Organizational Structure” and “External Units” cannot be eliminated or modified, but its dependant units can, in case of having them.

The organizational unit “My Company” can be modified but not eliminated.

The organizational unit “Demo Company” can only be modified or eliminated by a user that has permits as an Account Administrator.

Create

 

Opens properties panel of the new organizational unit with all of them as editable. The creation is realized by pressing the button “Accept” and the user receives a message indicating that the data was saved.

 

Code

It is required when the property Type of encoding of organizational units is configured as “Manual”

When this property assumes value “Semiautomatic” the field is optional and when it assumes value “Automatic” this attribute is not visible.

 

Superior Organizational Units

It is not allowed to be selected as a superior unit to the “Organizational Structure” unit.

 

External

This property is not visible when creating an organizational unit.

Consult

 

Open properties panel of the selected organizational unit. The properties are visualized as not editable and depending on the security permits of the user, the buttons available to operate on the organizational unit being consulted are enabled.

 

Buttons

 

Modify

Delete

Modify

 

Open properties panel of the selected organizational unit, with those properties that can be modified, as editable. The modification is realized by pressing the button “Accept” and the user receives a message indicating that the data was saved.

 

Superior Organizational Units

It is not allowed to select any dependant unit as a superior unit.

 

Administrator

When the unit has an administrator defined and the unit has been modeled as owner or participant of a process in use, this property can be modified entering a new administrator but not leaving without any value.

Delete

 

Open the selected organizational unit and its properties are visualized as not editable. The elimination is realized by pressing the button “Accept” and the user receives a message indicating that the data was eliminated.

 

There must not exist any user that belongs to the unit.

The unit must not be actor in any role.

The unit must not be owner or participant of any process that is “in use”.

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