Company Structure: departments, job titles and roles

Summary Company Structure is in the System Administration menu, which only administrators see. It holds the shape of the company that PaT uses to hand out training. Its Dept. & Roles tab reads from left to right: a department, its job titles, the roles linked to a job title, the people with that job title, and one person's modules.

Steps

Step 1

On your dashboard, open System Administration and click Company Structure. It opens below the tiles, on the Dept. & Roles tab.

Step 2

Department lists the company's departments, each with its head of department (HOD). Use the plus icon to add a department, the edit icon to rename one and the minus icon to delete one.

Step 3

Click a department to see its job titles under Job Title. Use the plus icon to add a job title, and the edit or minus icon beside one to rename or delete it.

Step 4

Click a job title. Linked role shows the roles linked to it, and the plus icon (add a role link) links another one. Modules are assigned to roles, so the people with this job title are given the modules of its linked roles.

Step 5

People shows the users with that job title. Use search for user to find a person to add.

Step 6

Click a person to see their modules under modules. Use search for module to give that person a module directly.

Step 7

The tabs along the top also hold Branches/Sites (modules for a site or a country), Process Categories, add new user, add new company and the organigram (the org chart).