Create Organization Units

You can create organization units in the two ways below.
  • Click the Create Organization Unit link in the Actions menu on the right side of the Organization Directory screen. Use this option if you want to record more extensive information about a new organization unit, such as business address.
  • Click the hierarchy where you want to create a unit and click the Create button in the function bar. See the steps below for detailed instructions. Use this option if you just want to record the name of a new unit and the employees who belong to it.

The instructions below describe how to create and record basic information about a unit.

  1. Go to the PureSafety tab > People .
  2. Select a folder in the organizational hierarchy.
    Note: The create option is not enabled until you have selected a folder.
  3. Click Create from the menu.
    The new organization unit is created under the selected folder.
    Creating an organization unit

  4. On the Create Organization Unit window, type the appropriate information.
  5. In the Organization Unit Administrators grid, click Add.
  6. Search for and select the desired employees.
    Note: People in the Organization Unit Administrators section must also have organization unit administrator security roles to function as administrators of this unit. For more information on managing organization unit administrators, see the Maintain Organization Unit Administrators topic.
  7. Click Create if you are done and don't need to record additional information about the unit. Otherwise, click Advanced to access the Create Organization Unit screen, where you can provide more information (optional).
    Note: You can access the Create Organization Unit screen from the beginning by clicking the Create Organization Unit link in the Actions menu on the right side of the Organization Directory screen.
    Create Organization Unit link

  8. Provide information, as needed.
  9. Click Create to create the organization unit.
    Creating an organization unit