Creating an Organizational Structure

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HOW TO CREATE A CHIEF 

Be on the same screen “Staff Assignments/ Change

Select the position to whom you are making as a chief i.e. I am selecting CEO 50017335

Click on Edit àchief positionàCreate. 

Press enter

Now you can see the chief position

Chief position icon is à

REPORTING STRUCTURE

It shows who is boss and who is subordinate and who reports to whom.

Select the organizational units in which you are creating the reporting structure.

For example I am selecting corporate officeàclick on “Go to “and click on reporting structure. 

Here we will get screen in which we are going to create a reporting structure. 

Now select any position to whom you are making boss. I am selecting Position No 50017327  click on elevateà  

Select the position who is immediate subordinate to him. i.e. I am selecting position no 50017328 

àPress enter.

Like this you can create reporting structure.

For more information you can see the total structure 

HOW TO CREATE A TASK

 Click on Go to àclick on Task Maintenance

Select customer task under task type and click on create or F5

Here write abbreviation and name of the task and press enter and  save so that system will assign a unique number

Like this we can create many tasks as per our requirement 

HOW TO ASSIGN A TASK TO A POSITION

Select the position to which we are assigning a task

For example select position no 50017327 and click on “task profile” or F6 

Here you can see position, job and Organizational Unit.

Select the position and click on Assign task or F8àenter the abbreviation of task which we have created

Press enter

Again Press enter

Click here to continue...