Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click on Organization to expand the menu.
  2. Click Operating Unit .
  3. In the window click the Add button.
      In the
      1. Operating Unit
      field, enter
      1. * - Enter the unique operating unit ID. This field is limited to 20 characters.
      In the Name field, enter
      1. Name* -  Enter a name to identify the operating unit. This field is limited to 100 characters.
      In the Description field, enter
      1. Description - Enter text to further identify the Operating Unit. This field is limited to 255 characters and is optional.
    1. In the Active field, check the box if the operating unit is to be active at this time.
    2. Click the Save button.

    * Indicates a required field

    Info

    You can add Departments (explained in the "Department Setup" section of this guide) directly from this window. To do this, click on "Department" on the line of the new Operating Unit you just created.

    ...