Introduction to organisation units

An Organisation Unit can be used to represent the different departments or units within an Organisation. The following are examples of Organisation Units which can be set up separately to allow for further categorisation:

• Departments within a school
• States within a country
• Schools within a region

To create an Organisation Unit, select the People icon in the Menu, then select Organisation Units.

Create an Organisation Unit

Before creating an Organisation Unit, you need to have already created an Organisation. See the Organisations section to learn how to do this.

There are two ways Organisation Units can be added to the system. Either by manually adding them or by importing them via a file.

To create an Organisation:

Manually add an organisation unit

1. Select the Add Organisation Unit button.
   
2. Complete the New Organisation Unit information:
   1. Choose an Organisation to associate the Organisation Unit to from the Organisation field drop-down.
   2. Enter a title for the new Organisation Unit in the Name field.
   3. As you type the name, the Identifier field will automatically populate. You can leave this as is, or edit to an identifier of your choosing.
   4. Enter a brief description about the Organisation Unit in the Description field (this is optional).
   
3. Select the Save Organisation Unit button to save it.

Import organisation units

To import organisation units from a file:

1. Select the Import Organisation Units button.
   
2. Complete the following:
   1. Select the appropriate Template link to open a sample Excel template. There are two templates to choose from – one with location (address) information for the Organisation Units and one without.
   2. Open the downloaded Excel template, enter all required data and then save the template to your local machine.
      

      Tip

      This template has two custom attribute columns. You can add any custom attribute that already exists in the system, eg. postcode.

   3. Select the Select File button to locate and select the saved file on your local machine.
   4. The uploaded file will display. Select the Upload button to complete the import process.
   
3. If you are updating Organisation Units previously imported, select the Update Organisation Unit details based on spreadsheet checkbox.
   
4. Select the Save Organisation Units to save. Feedback will be displays and the new Organisation Units will appear in the list of Organisation Units.