Organizations usually contain a number of departments, branches, workgroups, or individuals. These are represented as the Organization Structure.
To add a Department Name:
To edit a Department Name:
Sorting Organization Structure items will manually change their order in drop down menus in Plutora Test and Plutora.
To sort the Organization Structure:
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:
- Click Settings.
- Click the Organization Structure tab.
- Click a blue-linked Department Name.
- Click the red trash can button.
- Reassign department entities so that the department can be deleted: