Organization Maintenance Tasks

Organizations in the PeopleFluent LMS can be managed and maintained to reflect those of internal organizations for which you want to create courses. For example, you can set up hierarchical organization structures for a parent company and its subsidiaries. Other ways to organize companies are by geographical region or department. For example, company > office location > department. 

Each organization can have its own settings for:

• Member permissions, to specify the level of participant transcript detail available to reviewers.  
• eSignature (available only with CFR-enabled licenses)
• Enrollment policy
• Payment plan and token account, to specify how learning is paid for
• Report distribution manager, for automatic reporting
• Member management and notification settings, for newly registered users
• Widget page customization
• Organization attribute values, to categorize the organization by one or more attributes, which can be used as selection and search criteria

You can create custom attributes to help classify your organizations, and also assign user groups to organizations and (optionally) their child organizations.

Organization Visibility Levels

Managers and administrators who can review others need to be limited as to which organizations they have visibility into; this limit controls the level of visibility relative to the user's assigned organization structure. Visibility is typically enforced by limiting the available organizations that may be selected when running a report or review function.

A manager who has Highest Organization Level Visible set to a specific number can see his organization branch at that level and all others below that specific organization.

A manager who has the limit set to User Org Level (Exclusive) can see only those below his organization.

A manager who has the limit set to User Org Level (Inclusive) can select his organization and lower level organization units.

Organization Level Examples

Anna is in the level 3 organization ABC Inc./Corporate/HR. Departments Administration and Payroll reporting to HR.

• If the Highest Organization Level Visible for Anna's system role is set to User Org Level (Exclusive), Anna can only select Administration and Payroll for reporting.
• If the Highest Organization Level Visible is set to User Org Level (Inclusive), Anna can select HR, Administration, and Payroll for reporting.
• If the Highest Organization Level Visible is set to 7, Anna would not be able to select any organization since she is at level 3.
• If the Highest Organization Level Visible is set to 2, Anna would be able to select any organization from ABC Inc./Corporate and below.

In this topic, we focus on maintaining organizations in Organization Maintenance.  For information about bulk importing organization data, please see Organization Import via the Data Loader.

Add a Child Organization

You can add an organization to the organization hierarchy anywhere under the ALL organization in the Organization Maintenance page. The initial Summary View shows an expandable tree-view of your organizations. You can toggle between the Summary View and a Flat View, which shows all of the organizations at once, with their level in the hierarchy indicated by a forward slash ( / ).  

To add an organization as a child of another organization

1. Go to Manage Center > Users > Group and Organization > Organization Maintenance.
2. In the Summary View, right-click the parent organization and select Add Organization as Child from the context menu. In the Flat View, select Add Organization as Child from the action menu to the left of the organization name. 
3. Enter the organization information for each section of the page, as required. At a minimum, you must enter the Organization Code and Organization Name in order to save it. For more information, see Organization Properties Reference.
4. Click Save.

Move an Organization within the Hierarchy

Organizations can be moved within the hierarchy in both the Summary View and Flat View.

To move an organization in the Summary View

1. Go to Manage Center > Users > Group and Organization > Organization Maintenance.
2. Expand the organization hierarchy to locate the organization you want to move.
3. Click and drag the organization to another position in the hierarchy. The Move Organization dialog opens, and shows the name of the target parent organization.
4. Click Move to complete the move.

To move an organization in the Flat View

1. Go to Manage Center > Users > Group and Organization > Organization Maintenance.
2. Locate the appropriate organization and select Move from the action menu to the left of the organization name.
3. In the Move Organization dialog, click the browse icon. 
4. In the Organization Selection dialog, expand the organization hierarchy to select the new parent organization for the organization you are moving.
5. Click OK to return to the Move Organization dialog. The target parent organization is shown.
6. Click Move to complete the move. 

Delete an Organization

When you delete an organization its members are transferred to the immediate parent organization. Deleting an organization does not delete any users or their related transcripts.

To delete an organization

1. Go to Manage Center > Users > Group and Organization > Organization Maintenance. 
2. In the Summary View, expand the organization hierarchy to locate the organization you want to delete. Right-click on the organization and select Delete from the action menu. In the Flat View, select Delete from the action menu to the left of the organization name. The Confirmation dialog opens.
3. Click OK.