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Creating an organisational framework

To set up a new organisational framework:

  1. In Quick-access menu > Organisations.
  2. Click Manage organisations.
  3. Click Add new organisation framework.
  4. Enter a Name for your organisation framework.
  5. You can also add an ID Number and Description if you choose.
  6. Click Save changes.

Your organisation framework is now set up and is ready for you to enter the parts of your organisation.

Totara Academy

The Totara Academy has a whole course dedicated to using Hierarchies and job assignments in Totara. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.




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