Copying organization units

Use this procedure to create a new organization unit by copying an existing one.

  1. Select Administrator > Set Up > Structure > Organization Units.
  2. On the Structure tab, select the organization unit to copy. Click the arrow next to an organization unit to display the subordinate units.
  3. Select the organization unit you want to copy and select Actions > Copy This Branch.
    Note: Select the highest level of the organizational branch to copy. The copy process copies the selected organization unit and all of its subordinate units into a new branch of the organization.
  4. Specify this information:
    Effective Date
    Specify the date on which this organization unit becomes available.
    Reports To Organization Unit
    Select the organization unit to which the new organization unit reportst.
    Short Description/Description
    Specify a short description and description, if different from the organization unit being copied.
  5. Click OK.
  6. Open the new organization unit, edit,, and click Save.