School: Organizational Structure

The content in this knowledge base is based upon the standard FACULTY180 environment. Your institution may have made changes to customize the FACULTY180 environment to meet your institution's needs; therefore, the screens in your FACULTY180 environment may differ slightly from the knowledge base. For more information, please contact your FACULTY180 administrator.

The organizational structure of your institution is a key component to a successful implementation. Your institution's organizational structure can be set up either manually or by uploading the organizational structure to FACULTY180.

Before setting up the organizational structure, the unit designations and academic terms must be set up in the Details screen.

If there is a change to your institution's organizational structure, or if a faculty member switches to a different unit, contact Interfolio to assist with making the necessary changes in FACULTY180.

Manual Organizational Structure Setup

To manually set up the organizational structure for your institution, do the following:

  1. On the Admin menu, click Setup.
  2. Click Organizational Structure in the School section.The Organizational Structure screen displays.
  1. Click Add Subunit adjacent to the unit you wish to add a unit to. The Add Subunit screen displays.

 

  1. If necessary, change the Parent Unit.
  2. Specify the Unit Name and Unit Abbreviation for the new subunit.
  3. Specify the administrative rights for the new subunit. (See Define Unit Administrative Access.) Once unit administrative access levels have been established, your institution is ready to assign rights to individual users.
  4. Save the information

Upload Organizational Structure

For information about uploading your institution's organizational structure to FACULTY180, see Upload Base Data.

Edit and Organizational Structure

To edit an unit name, abbreviation, or administrative rights for a unit, do the following:

  1. On the Admin menu, click Setup.
  2. Click Organizational Structure in the School section.The Organizational Structure screen displays.
  3. Click the Edit icon adjacent to the desired unit.
  4. Make the desired changes.
  5. Save the information.