The system allows you to view and define the administrative structure using a simple tree view of the organization. The Administrative Units window is comprised of two panes that give different views of the same information and allows you to define the relationship between central office, district office, maintenance yards, and others. The hierarchy also controls certain user functions.

Administration Unit creation and maintenance is undertaken by browsing to System > Settings > Organizational Structure > Administrative Units

Note: If you wish to share labor resources with another administrative unit, use the Resource Sharing window. This window provides commands to give permission to certain administrative units so their employees, equipment, and materials may be used on work orders created by a different administrative unit.

The tree view (on the left side) shows the hierarchy in graphical form. The table view (on the right) gives the information in tabular form and also includes the "birth" (and "death," if applicable) dates of each administrative unit.

Note: The Email Address column contains the address of the person to whom notices of low stock are sent. This is separate from the email address used for the forgotten password feature (which may or may not be the same).

When you right-click either pane, the following special command is available:

  • Add Branch: This command adds a new, subordinate node to the tree view and a corresponding record in the table view. See Add a New Administrative Unit for more information.
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