dspConduct

Add Org Unit Groups and Configure Org Unit Types and Values for Org Unit Groups

A Security Administrator can add an org unit group and configure the org unit values for each type of org unit in the org unit group. By configuring org unit groups a Security Administrator can define a set of org unit values that can be used in multiple security positions and roles.

Before performing this task, org units must be added. The org unit types that can be configured for a group are based on the org unit set up on the Org Units page. Refer to Add Organizational Units for more information.

Once an org unit group is added and the values for each org unit type are configured, the org unit group can be added to positions and roles in Security. Refer to Add Org Units from a Group to all Roles in a Position and Add Org Units from a Group to a Position Role for more information.

To add org unit groups and configure org unit values for org unit groups in dspConduct™:

  1. Select dspConduct > Configuration > Org Units Groups in the Navigation pane; the Org Units Groups page displays.

  2. If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Org Units Groups page.

  3. Enter a unique name in the NAME field.
  4. Click Save.

  5. Click the Org Units icon for the Org Unit Group; the Org Unit Group Types page displays.

    View the field descriptions for the Org Units Group Types page.

    NOTE: The org unit IDs that display are based on the types of org units added on the Org Units page.

  6. Click the Org Units icon for an Org Unit ID; Org Unit Group Type Values page displays.

    View the field descriptions for the Org Units Group Type Values page.

  7. Select one or more org unit values, and then click the Include or Remove icon as needed.
  8. Repeat Steps 6 and 7 as needed to select org unit values for additional org units for the group.