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Managing organisation types

Types allow you to set up custom fields and apply those fields to organisational items set up within your framework. They allow you to apply different custom fields to different items within your organisational framework, or the same custom fields to all organisational items.

Types are optional and can be applied in two different ways:

  • When the hierarchy item is set up.
  • By editing a hierarchy item.

The type names and custom fields can be displayed in user reports built through report builder.

Creating and editing organisation types

  1. In Site Administration > Hierarchies > Organisations:
  2. Click Manage Types.
  3. Click Add a new type.
  4. Complete the required fields and click Save changes.

Your type is now set up and can be used to classify organisational items in your framework(s).

Editing an organisation type

  1. In Site Administration > Hierarchies > Organisations:
  2. Click Manage types.
  3. Click Edit in the Actions column for the Organisation type you wish to edit.
  4. Make the required changes.
  5. Click Save changes to save your changes.

Delete an organisation type

  1. In Site Administration > Hierarchies > Organisations:
  2. Click Manage Types.
  3. Click Delete in the Actions column for the Organisation type you wish to edit.
  4. A warning message is displayed, click Yes to confirm.

Custom fields

  1.  In Site Administration > Hierarchies > Organisations:
  2. Click Manage Types.
  3. Click the Type name you wish to add a custom field to. Any custom fields already set up display here.
  4. Click the Create a new custom field drop down box and select the style of custom field you wish to set up:
    1. Checkbox
    2. File (creates a file upload field)
    3. Menu of choices
    4. Text input
    5. Text area
  5. Give the custom field a full name and a short name. The short name is used for display purposes.
  6. Set the other common settings:
    1. Is this field required? When set to Yes the field is compulsory.
    2. Is this field locked? When set to Yes the field only displays the information set when the field was set up.
    3. Should the data be unique? When set to Yes the field only accepts unique values.
    4. Hidden on the settings page? When set to Yes the field is not displayed on the competency framework overview page.
  7. Complete the specific settings required for the custom field you have selected.
  8. Click Save changes.

Your custom field is now set up, you can set up as many custom fields under each type as required to hold the specific information for your organisation.

Assigning types to an organisation item

Once you have set your Organisation Types up, you can assign organisation items to them. When you create an Organisation item you can set the type field, or you can set the field later.

  1.  In Site Administration > Hierarchies > Organisations.
  2. Click Manage organisation.
  3. Click the name of the organisation framework you want to work in.
  4. Click Edit in the Actions column for the Organisation Item.
  5. Select the Type from the drop down box if no Type is assigned. Click Change Type if a Type is already assigned to the Organisational Item.
  6. Click Save changes.

Bulk re-classification

Bulk re-classification allows you to re-classify all organisation items assigned to a particular organisation type to another organisation type.

  1. In Site Administration > Hierarchies > Organisations.
  2. Click Manage organisations.
  3. Click the name of the organisation framework you want to work within.
  4. Select Re-classify items from the Bulk Actions dropdown list, this opens the Manage organisation types page, scroll to the bottom of the page to the Bulk re-classification section.
  5. Select the type you wish to re-classify from the dropdown box.
  6. The Re-classifying page appears and the number of organisation items re-classified appears in the title.
  7. Click Choose next to the Type you wish to re-classify the items to.
  8. A warning message appears detailing the change. Click Re-classify items to complete.

The items have now been re-classified.

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