Configure a Unit

Review About Unit and Unit Field Reference topics.

The name of each level in the organizational structure of this application can be renamed to reflect your organization’s structural hierarchy in Setup > General > Terminology. The Unit level is the fifth level starting from the first.

To edit or create a new Unit in the Organizations section of the Setup area:

  1. Expand the Institution until you reach the Unit level.
  2. Select a unit and click Edit to modify the unit; or select the unit and click Clone to duplicate the unit; or click Add Unit to create a new one.
  3. Enter the day this unit enables on the Roster in Active When. This field applies to a newly created unit; not units generated during the initial creation of the database. Both the Active When period and the Shift definition factor when this unit appears on the Roster. This means, simply put, if the Active When starts on a Monday, and a shift definition starts on a Tuesday, then the unit appears on the Roster on Tuesday.
  4. Configure the remaining settings as desired.
  5. Click Save.
Parent topic: Setup Organization