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Organization Hierarchy

Organization Hierarchy​

The Org Hierarchy feature defines the organization’s structure by breaking it down into Branches, Units and Locations. A user can manage any of the named categories by selecting a specific category and.

P2P Organization Hierarchy

Branches​

On Clicking the Branches feature, the system will give a list of current branches available in the system.

To add a new branch​

  1. Click the New Branch button
  2. Add the Branch Code, Branch Name, Location and Region
  3. Select the Branch Manager
  4. Select the Customer Service Manager and click Create Branch.

P2P Organization Hierarchy add new branch

Units​

The Units feature allows a user to view the current units, add new units, edit existing units or delete.

To add a new unit​

  1. Click the System Configs feature in Settings module
  2. Select the Units feature
  3. Click the New Unit button
  4. Select the Branch / Department
  5. Add the Unit Name, Code and select the Create unit to save.

P2P Organization Hierarchy add new unit

Locations Settings​

The Locations feature allows a user to view, edit, delete or add a new location. To access the Locations settings, go onto Settings module and click the Org Hierarchy feature then select Locations

To add a new location​

  1. Select Locations feature.
  2. Click the New Location button.
  3. Select the location’s branch
  4. Enter the location’s name, code and submit to create a new location

P2P Organization Hierarchy add new location