Manage Organization Structures In Plutora Test

Organizations usually contain a number of departments, branches, workgroups, or individuals. These are represented as the Organization Structure.

Users must have the Organization ViewOrganization CreateOrganization Update, and Organization Delete user permissions.  

Settings Organization Structure Sept 28 2017

To add a Department Name:

  1. Click Settings.
    Settings
  2. Click the Organization Structure tab.
    Organization Structure tab
  3. Click Add New.
  4. Type the Department/Entity Name. (Mandatory field.)
  5. Click to select the Director Name from the drop down menu.
  6. Click Save.

To edit a Department Name:

  1. Click Settings.
    Settings
  2. Click the Organization Structure tab.
    Organization Structure tab
  3. Click a blue-linked Department Name.
    Edit Properties Organization Structure
  4. Edit the Department/Entity Name. (Mandatory field.)
  5. Edit the Director Name.
  6. Click Save.

Sorting Organization Structure items will manually change their order in drop down menus in Plutora Test and Plutora.

To sort the Organization Structure:

  1. Click Settings.
    Settings
  2. Click the Organization Structure tab.
    Organization Structure tab
  3. Click an Organization Structure item under the Director Name. The mouse cursor will change to a crosshairs cursor.
    Crosshair cursor
  4. Click and drag the record to reorder it.

Deleting an Organization Structure item will not delete it from Plutora Test (or Plutora, as they share data). This ensures existing records will not lose their reference to the deleted Organization item. But the deleted Organization Structure item will not be available when creating new records.

To delete a Department Name:

  1. Click Settings.
    Settings
  2. Click the Organization Structure tab.
    Organization Structure tab
  3. Click a blue-linked Department Name.
  4. Click the red trash can button.
    Red Trash Bin Delete Button
  5. Reassign department entities so that the department can be deleted:
    1. Click the drop down menu.
      Reassign entities pop up red arrow
    2. Click the blue cross. Blue cross
      Click the blue cross red arrow
    3. Scroll down, clicking blue crosses if necessary, until you find the department.
    4. Click to select a department.
    5. Click Save & Close.

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