Criteria

The Criteria button opens a screen to add, edit or view the Organization Units assigned to this Schedule Group. Use the card arrow on the record to open and view or edit Organization Unit details.

To add additional organization units, click on the Add Organization Unit button in the left pane. Enter the organization unit information for the additional record.

The following Actions display in the left pane when the Criteria screen is open:

Add Organization Unit

To add organization units to the Schedule Group, click on the Organization Unit button to open a screen to add organization levels to this group.

Delete Selections

Specific Organization Units may be deleted using the Delete Selections button in the Actions section. Check the box to the left of the organization units to be deleted and then click on this button.

 

Depending on the page displayed, the following fields may be available:

Organization Unit

The following additional section options are available in the left pane:

Adding a Schedule Group

General

Organization Unit

Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.