Creating and Editing Organisational Reporting Structure

Administrators have the ability to create, edit and delete organisational entities.


Step 1: Navigate to the Reporting Structure using the Settings menu icon on the right side of the screen.

 

Step 2: Select the "Reporting Structure" button.

In this screen, an Administrator can create a new organisation node, edit an existing node, or move an existing node or sub node to another location.



Create a new organisation Node

To create a new organisation node first, navigate to the Reporting Structure section. Click on the node you wish to be the parent of the new node as shown by item  below.

 Click on the “Add new Node” button.

 

Input the node name and a brief description, if this is entity is a Participant Equivalent formerly (SGU) tick the box provided and click save. A Participant Equivalent is any individual subsidiary, or group of subsidiaries, within an organisation which would meet the qualification requirement for participation in the CRC in its own right, were it not part of a larger organisation. Click save when finished. You will now see the new node appear under the specified parent node.