Creating Organisational Structure

  • Author: Marianne

This article explains the workflow to create an Organisational Structure in Fortix.

Create Divisions

 Pick lists to complete first

  1. Complete Create Division Categories Picklist. Short address bar link: /?codelists&cl=division_categories

Complete the following :

Optional: Enter the Roles. Refer the article How to create Roles. Short address bar link: /?roles

Optional: Create Teams. Refer the article How to Add a Team. Short address bar link: /?teams

  1. Create Divisions: Refer article How to Create Divisions in Fortix. Short address bar link: /?divisions
Create Departments

Complete the following :

  1. Create Divisions: Refer article How to Create Divisions in Fortix. Short address bar link: /?divisions

Optional: Enter the Roles. Refer the article How to create Roles. Short address bar link: /?roles

Optional: Create Teams. Refer the article How to Add a Team. Short address bar link: /?teams

2.    Create Departments: Refer the article How to Create a Department. Short address bar link: /?departments

 

Create Sections

Complete the following :

  1. Create Departments: Refer the article How to Create a Department. Short address bar link: /?departments

Optional: Enter the Roles. Refer the article How to create Roles. Short address bar link: /?roles

Optional: Create Teams. Refer the article How to Add a Team. Short address bar link: /?teams

2.     Create Sections: Refer the article How to add Sections Short address bar link: /?sections

Create Subsections

Complete the following :

  1. Create Sections: Refer the article How to add Sections Short address bar link: /?sections

Optional: Enter the Roles. Refer the article How to create Roles. Short address bar link: /?roles

Optional: Create Teams. Refer the article How to Add a Team. Short address bar link: /?teams

2.     Create Subsections: Refer the article How to create Subsections Short address bar link: /?subsections

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