Create Organizations

An overview of creating organizations.

The Create Organizations page is used to set up the physical business hierarchy which is later populated using the Data Management menu. You can assign as many levels as needed to support your organization's reporting.

As you create organizations and save them, the system displays their position in the list according to how parent organizations are assigned.

The list shows the organization name, parent organization and whether attributes are enabled for that organization.

Note: Sites for each level are configured on the Estate page. For more information, go to the Estate topic.
  • You can change an organization’s position using to move the organization up or down in the list. As you move the organization up or down, the parent organization assignment changes based on the moved organization’s new location.
  • To edit an existing organization, click and follow the steps to create an organization.
  • To delete an existing organization, click and then click Confirm in the confirmation pop-up. You cannot delete organizations that have values defined on the Estate Management page.
  • Use only the number of levels required for your organization.

Add an organization

Steps adding an organization.

To create an organization, perform these steps:

  1. Click Admin > Setup > Organizations.
  2. Click Add Organization and the Organization Form appears.
  3. Enter a name. Each level of the organization should have a name.
  4. Select a parent organization.
  5. If you are configuring the lowest level in the hierarchy, check Attributes Enabled to indicate that this level will be considered by the system as the level to which data will be loaded and included in the model. Otherwise, leave this option blank.
    Note: Parent levels in the org do not have any data other than name and are used only for grouping when reporting.
  6. Click Save.