Company Tree

Form ID: (EP204061)

You use this form to create a hierarchy of workgroups in all branches of your company. When you create the hierarchy, consider the following aspects of the organization structure:

Whether it includes multiple branches
Whether you should follow actual approval work flows

Back to TopForm Toolbar

The form toolbar has only standard buttons.

Back to TopCompany Tree Pane

In this pane, the existing workgroups are represented as nodes. You can click a node icon to the left of any workgroup to expand the node and view the hierarchical structure of the workgroup. Some workgroups have a one-level list of workgroups, while others can have multiple levels. You can click a node to view the group members in the Members table.

Buttons	Description
Move Node Up	Moves the selected node one position up in the list.
Move Node Down	Moves the selected node one position down in the list.
Move	Opens the Move Workgroup dialog box. In this dialog box, you can specify the destination node to which you want to move the workgroup.
Add Workgroup	Creates a workgroup in the selected node.
Delete Workgroup	Deletes the selected workgroup.

Move Workgroup Dialog Box

Element	Description
Move to	The destination node to which you want to move the workgroup.
The dialog box includes the following buttons.
Move	Moves the workgroup to the specified node and closes the dialog box.
Cancel	Discards the specified settings and closes the dialog box.

Back to TopWorkgroup Details Pane

This pane contains the name of the workgroup selected in the Company Tree pane and a list of the members included in the workgroup.

Element	Description
Workgroup Name	The name of the workgroup.

Back to TopMembers Table

This table displays the complete list of the workgroup’s members.

The table toolbar has only standard buttons.

Column	Description
Employee Name	The name of an employee who is a member of the workgroup.
Employee ID	The identifier of an employee who is a member of the workgroup.
Job Title	The employee’s job title.
Department	The department of the employee.
Membership Type	An indication of what kind of member, Permanent or Temporary, the selected employee is in the workgroup.
Owner	A check box that indicates (if selected) that this member is the owner in the workgroup—that is, a user who, by default, is assigned work items assigned to the workgroup.
Active	A check box that indicates (if selected) that the user is an active member of the selected workgroup.

Company Tree

Form ID:  ([~/?ScreenId=EP204061|EP204061]){br}

You use this form to create a hierarchy of workgroups in all branches of your company. When you create the hierarchy, consider the following aspects of the organization structure:[anchor|#ul_anf_1bg_jbb]
*Whether it includes multiple branches
*Whether you should follow actual approval work flows

==Form Toolbar==[anchor|#_755fb071-adfc-49a2-9490-894cae1a6969]
The form toolbar has only standard buttons.
==Company Tree Pane==
In this pane, the existing workgroups are represented as nodes. You can click a node icon to the left of any workgroup to expand the node and view the hierarchical structure of the workgroup. Some workgroups have a one-level list of workgroups, while others can have multiple levels. You can click a node to view the group members in the '''Members''' table.[anchor|#table_axv_35l_jbb]
{| class="checklist" | width="100%" 
|- 
!width="20%" ! Buttons
!width="80%" ! Description
|- 
| Move Node Up
| Moves the selected node one position up in the list.
|- 
| Move Node Down
| Moves the selected node one position down in the list. 
|- 
| '''Move'''
| Opens the '''Move Workgroup''' dialog box. In this dialog box, you can specify the destination node to which you want to move the workgroup.
|- 
| Add Workgroup
| Creates a workgroup in the selected node.
|- 
| Delete Workgroup
| Deletes the selected workgroup.
|}[anchor|#table_ujr_n5l_jbb]
===Move Workgroup Dialog Box===
{| class="checklist" | width="100%" 
|- 
!width="20%" ! Element
!width="80%" ! Description
|- 
| '''Move to'''
| The destination node to which you want to move the workgroup.
|- 
| colspan="2" | The dialog box includes the following buttons.
|- 
| '''Move'''
| Moves the workgroup to the specified node and closes the dialog box.
|- 
| '''Cancel'''
| Discards the specified settings and closes the dialog box.
|}
==Workgroup Details Pane==
This pane contains the name of the workgroup selected in the '''Company Tree''' pane and a list of the members included in the workgroup.[anchor|#table_ls4_yvl_jbb]
{| class="checklist" | width="100%" 
|- 
!width="20%" ! Element
!width="80%" ! Description
|- 
| '''Workgroup Name'''
| The name of the workgroup.
|}
==Members Table==
This table displays the complete list of the workgroup&rsquo;s members.[anchor|#_088519af-53e5-4c17-ae7b-de688dbb7793]{br}

The table toolbar has only standard buttons.[anchor|#table_g2s_z5l_jbb]
{| class="checklist" | width="100%" 
|- 
!width="20%" ! Column
!width="80%" ! Description
|- 
| '''Employee Name'''
| The name of an employee who is a member of the workgroup. 
|- 
| '''Employee ID'''
| The identifier of an employee who is a member of the workgroup.
|- 
| '''Job Title'''
| The employee&rsquo;s job title.
|- 
| '''Department'''
| The department of the employee.
|- 
| '''Membership Type'''
| An indication of what kind of member, ''Permanent'' or ''Temporary'', the selected employee is in the workgroup.
|- 
| '''Owner'''
| A check box that indicates (if selected) that this member is the owner in the workgroup—that is, a user who, by default, is assigned work items assigned to the workgroup. 
|- 
| '''Active'''
| A check box that indicates (if selected) that the user is an active member of the selected workgroup.
|}