[ENG] Organization Structure

Screen Name

Organization Structure

Open Link

Login –Organization Management – Configuration – Organization Structure

Summary

Build and manage the organizational chart

Screen

Fields Description

Steps to Perform

Step 1: The user successfully logs in and accesses the following link: Organization Management. The system will display a screen listing all modules available in the system.

Details of the information displayed on the screen:

① Header: Contains configuration information related to the logged-in account.

② Modules: Displays a list of modules that the user is authorized to access in the system.

③ Example of a module

Step 2:

The user accesses the Organization Structure Management module as shown in the image below.

Details of the information displayed on the screen:

① Header: Contains configuration information related to the logged-in account.

② Menu: Contains a list of functions that the user is authorized to access within the module.

③ Business screen: Displays business-related information and provides available actions.

1. View the Organization Structure Tree

• Purpose: View the list of organizational units in the organization structure tree.

• Steps to perform:

Step 1: The user accesses the Organization Structure Management module and function as instructed above.

Step 2: View the Organization Structure Tree screen.

Details of the information displayed on the screen:

① Navigation path: Indicates the path to access the function screen.

② Function screen name: Displays the name of the current function screen.

③ Search and filter area: Contains search criteria and data filtering options.

④ Organization structure tree: Displays the organizational structure in a tree format.

⑤ Organization structure details: Displays detailed information about the selected organizational structure.

2. Search for an Organizational Unit in the Organization Structure Tree

• Purpose: Search for an organizational unit in the organization structure tree.

• Steps to perform:

Step 1: The user accesses the Organization Structure Management module and function as instructed above.

Step 2: Select the Search icon. The system displays a list of available search criteria.

Details of the information displayed on the screen:

① Search and Filter Area

• Search: Allows users to search by organizational unit code or name.

• Displays suggested results based on the information entered by the user.

• Filter button:

  • By default, the button is gray, and the filter criteria are hidden.

  • When selected, the button turns blue and displays the filter criteria.

② Function Area Name: Displays the name of the current function area.

③ Additional Functions

• Deselect All: Clears all selected items.

• Add Filter Criteria: Displays the filter criteria hidden from the full list of available criteria, allowing users to select them.

④ Selectable Filter Criteria: Displays the list of filter criteria available for selection.

⑤ Action Buttons

• Search: Filters the data and rebuilds the organization structure tree when the user clicks this button.

Step 3: Enter the search criteria and click Search. The system displays the organization structure tree matching the specified search criteria.

Details of the information displayed on the screen:

① Active Filter Criteria: Displays the filter criteria currently in use.

② Filtered Organization Structure Tree: Displays the rebuilt organization structure tree with nodes that match the filter criteria.

③ Automatically Selected Record: The first record in the list is automatically selected for displaying its details.

④ Selected Record Details: Displays detailed information about the first selected record in the list.

3. View an Organizational Unit in the Organization Structure Tree

• Purpose: View an organizational unit in the organization structure tree.

• Steps to perform:

Step 1: The user accesses the Organization Structure Management module and function as instructed above.

Step 2: Select an organizational unit in the organization structure tree and review its details.

Details of the information displayed on the screen:

① Organization Structure Node Name: Displays the name of the node in the organization structure tree.

② Action Buttons

• ⊕ Add New: Adds a new node under the currently selected node. See the Add New section for more details.

• ⊝ Delete: Deletes the currently selected node. A node can only be deleted if it has no associated data. See the Delete section for more details.

③ Node Name: Displays the name of the currently selected node.

④ Node Code: Displays the code of the currently selected node.

⑤ Parent Node Information: Displays the parent node of the currently selected node. This field is read-only.

⑥ Unit Group: Displays the unit group assigned to the currently selected node. See the Unit Group Management section for more details.

⑦ Unit Type: Displays the unit type assigned to the currently selected node. See the Unit Type Management section for more details.

⑧ Node Status: Displays the status of the currently selected node.

⑨ Description: Displays the description of the currently selected node.

⑩ Cost Center: When selected, the node is designated as a cost center.

⑪ Production Center: When selected, the node is designated as a production center.

⑫ Multiple Facilities: When selected, the node can be associated with multiple facilities.

4. Add an Organizational Unit to the Organization Structure Tree

• Purpose: Add an organizational unit to the organization structure tree.

• Steps to perform:

Step 1: The user accesses the Organization Structure Management module and function as instructed above.

Step 2: Select the parent node, then click ⊕ Add New on that node. The system opens the screen for adding a new organizational unit to the organization structure tree.

Details of the information displayed on the screen:

① New Node Position: Displays the position of the new node in the organization structure tree.

② Action Button

• ⊝ Delete: Deletes the node being created. A node can only be deleted if it has no associated data. See the Delete section for more details.

③ Node Name: Allows the user to enter the name of the new node.

④ Node Code: Allows the user to enter a unique code for the new node. Duplicate codes are not allowed.

⑤ Parent Node Information: Displays the parent node of the new node. This field is read-only and defaults to the node on which the ⊕ Add New action was selected.

⑥ Unit Group: Allows the user to select the unit group for the new node. See the Unit Group Management section for more details.

⑦ Unit Type: Allows the user to select the unit type for the new node. See the Unit Type Management section for more details.

⑧ Node Status: Allows the user to select the status of the new node.

⑨ Description: Allows the user to enter a description for the new node.

⑩ Cost Center: When selected, the node is designated as a cost center.

⑪ Production Center: When selected, the node is designated as a production center.

⑫ Multiple Facilities: When selected, the node can be associated with multiple facilities.

⑬ Action Buttons

• Cancel: Cancels the creation process. The system returns to the original organization structure tree without adding the new node.

• Save: Once all required fields have been completed, the button becomes enabled, allowing the user to save the information.

Screen Details

① Multiple Facilities Operation: When selected, the system displays a list of facilities and allows the user to select one or more facilities.

② Cost Center Section: Displays the cost center section.

③ Cost Center Count: Displays the number of cost centers.

④ Cost Center Search: Allows the user to search for cost centers by name or code.

⑤ Add/Create Cost Center Button: Allows the user to add or create a new cost center.

⑥ Assigned Cost Center List: Displays the details of assigned cost centers. The user can select a cost center to view its detailed information.

⑦ Functional Information Section: Displays the functional information section.

⑧ Selected Device Count: Displays the number of devices selected for assignment.

⑨ Device Search: Allows the user to search for devices by name or code.

⑩ Add Device Button: Allows the user to add devices to the assignment list.

Step 3: Enter valid data in the Add New screen. If any data is invalid, the system displays an error message corresponding to the issue, allowing the user to correct the data.

Details of the information displayed on the screen:

① Example of Invalid Data: Shows an example of invalid data.

② Save Button: Once data has been entered or selected, the system displays the Save button, allowing the user to save the information.

Step 4: Save the information. The system validates the entered data. If the data is valid, the system displays a success message, and the newly created organizational unit appears in the organization structure tree.

Details of the information displayed on the screen:

• Similar to the View Information section.

5. Edit an Organizational Unit in the Organization Structure Tree

• Purpose: Edit an existing organizational unit in the organization structure tree.

• Steps to perform:

Step 1: The user accesses the Organization Structure Management module and function as instructed above.

Step 2: Select the organizational unit whose information needs to be updated. The system opens the screen for editing the organizational unit's information in the organization structure tree.

Step 3: Enter valid data in the Edit Information screen. If any data is invalid, the system displays an error message corresponding to the issue, allowing the user to correct the data.

• Similar to the Add New section.

Step 4: Save the information. The system validates the entered data. If the data is valid, the system displays a success message, and the updated information is applied immediately.

• Similar to the Add New section.

6. Delete an Organizational Unit in the Organization Structure Tree

• Purpose: Delete an existing organizational unit from the organization structure tree. A unit can only be deleted if it has no associated records.

• Steps to perform:

Step 1: The user accesses the Organization Structure Management module and function as instructed above.

Step 2: Select the organizational unit to be deleted.

Step 3: Click Delete ⊝. The system displays a confirmation dialog asking the user to confirm the deletion.

Details of the information displayed on the screen:

① Confirmation Title and Icon: Displays the confirmation dialog title and icon.

② Confirmation Message: Displays the message asking the user to confirm the action.

③④ Action Buttons

• ③ No: Cancels the deletion. The system closes the confirmation dialog and returns to the Organization Structure screen.

• ④ Delete: Confirms the deletion. The system removes the record from the organization structure tree.

Step 4: Confirm the deletion by clicking Yes, Delete. The system performs a soft deletion of the record. The deleted node will no longer be visible in the system.

Remarks

N/A