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Operations
The buttons to do operations on the organizational units are enabled hovering the mouse 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 corresponding to context menu.
The organizational units “Organizational Structure” and “External Units” cannot be deleted or modified, but units with lower levels in the hierarchical view can.
The organizational unit “My Company” can be modified but not deleted.
The organizational unit “Demo Company” can only be modified or deleted by a user that has "Account Administrator" permission.
Create
Opens properties panel of the new organizational unit with all of them as editable. The creation is done by pressing the button “Accept” and the user receives a message indicating that the data has been saved.
Code
It is required when Type of encoding of organizational units property is configured as “Manual”.
When the value of this property is “Semiautomatic”, it is optional and if the value is “Automatic” it is not visible.
Superior Organizational Unit
The unit “Organizational Structure” is not allowed to be selected as a superior unit.
Show
Opens properties panel of the selected organizational unit. The properties are visualized as not editable and depending on the security permissions of the user, the buttons available to operate on the organizational unit are enabled.
Buttons
•Modify
•Delete
Modify
Opens properties panel of the selected organizational unit, with those properties that can be modified, as editable. The modification is done by pressing the button “Accept” and the user receives a message indicating that the data has been saved.
Superior Organizational Unit
A unit with lower level in the hierarchical view is not allowed to be selected 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 it without any value.
Delete
Open the selected organizational unit and its properties are visualized as not editable. The deletion is done by pressing the button “Accept” and the user receives a message indicating that the data has been deleted.
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”.