Organization Unit

To add one or more Organization Units to the list, click on the Add button. The Organization Unit Search screen is displayed.

1. After entering values in the selected fields, click on the Search button. The results are listed below the search screen.

2. To select one or more record, click the selection box to the left of the record to alternately add or remove the check mark. To select/de-select all records in a specific search result set, click on the box above the search results to add or remove all check marks.

3. After selecting records, select either Assign: Common Data to enter the same Effective Date and Expiration Date to all selected organization unit records, or Assign: Individual Data to add different dates to each selected record.

   Note  

   For more information on the Organization Unit fields, see Configuration > Organization Unit > Organization Unit.

To delete one or more Organization Unit records from the open record, complete the following steps:

1. Check the box to the left of each record to be removed.

2. Click on the Delete Selected button in the left pane.

3. A message appears verifying the record should be deleted. Click on Yes to continue.

   Note  

   This action removes the selected organization unit records from this record only, it does not delete them from the Organization Unit configuration screen.

All Organization Units currently assigned to this record are displayed on the screen. To limit the number of records displayed, a filter can be applied.

1. Click on the card arrow to the right of the Filter Criteria bar and enter the filter criteria.

2. When the criteria have been entered, click on the Filter button to apply the filter.

3. To remove the filter and display all records, click on the Remove Filter button. To view a specific record, click on the card arrow to the right of the record. The Effective Date and Expiration Date information is displayed.

Click on the Add button to open a screen to configure a new record.

Complete the following steps to add a new record:

1. Click on the Add button in the left pane. The corresponding New Record screen is displayed.

2. Enter data in applicable fields. The fields with an asterisk are required and must be completed before the record can be saved.

   • Fields that require specific values display Field Look Up Values in the right pane. If there is no right pane, the List Selector icon is displayed to the right of a field to open a listing of valid values.

   • Fields that require specific standard response values (for example, Yes/No) display a Drop-Down Menu arrow to open a list of valid options.

   • Fields that require date values display a calendar in the Field Look Up Values in the right pane. If there is no right pane, the Date Selector icon is displayed to open a calendar to select a date. Date values can also be typed in.

3. If there are Indicator and/or Parameter tabs, these must be configured as well. Default values are displayed for all indicator settings (and selected parameter settings), but may be changed for this record. For more information on indicator and parameter settings, see Configuration > System > Indicators and Parameters. See also the Rules and Parameters Specification documentation.

4. Depending on the screen being set up, there may also be additional Section buttons in the left pane. Click on the buttons to open and configure those additional screens.

5. When all screens have been completed, click on the Save button to save the new record values.

   Note  

   For more information and screen prints, see Adding a New Record.

The Delete button is used to remove one or more records from a screen.

To delete a record, complete the following steps:

1. Click on the selection box to the left of each record to be deleted.

   A check mark is displayed

2. Click the Delete button.

3. If a single record is open, select the Delete button (there are no boxes to select the record).

4. A message is displayed verifying the record should be deleted. Click on Yes to continue.

The Advanced button loads the expanded search criteria mode with additional fields for locating a record. When the Basic search mode is loaded, the button shows as Advanced. When the Advanced search mode is loaded, the button shows as Basic.

The Assign: Common Data button is used when assigning multiple records that need values entered. This indicates that all the selected records should be assigned the same values.

For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number are the same for all pool assignments, select Assign: Common Data. The user only needs to add these values once and they are assigned to each record.

The Assign: Individual Data button is used when assigning multiple records that need values entered. This indicates that the selected records should be assigned different values.

For example, when adding Pool Code assignments to an employee, if the Active status and the employee's Reference Number should be different for some (or all) of the pool assignments, select Assign: Individual Data. Each record is open to add values.

To assign records to another record, check the boxes to the left of each record and click on the Assign Selected button.

Click on the Save button to save the new or updated information in the current screen.

The system does a validation on fields to verify a valid value has been entered. If the value is not valid, a warning message is generated, and the record is not saved.

Click on the Reselect Data button to reload the previous search results, so the user can select which records to display.