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Set Up or Edit Organizational Structure

The Organizational Structure in Faculty Activity Reporting (FAR, Faculty180) outlines the unit hierarchy within the institution and is a key component to data management in FAR. This article will cover how administrators, with the necessary permissions, can setup and manage the Organizational Structure.

 

Initial Steps

  1. The unit designations and academic terms must be set up in the Details screen before setting up the Organizational Structure. Check out our article on how to set up the institution details for further guidance.
  2. If there is a change to the institution's organizational structure, reach out to Interfolio support to assist with making the necessary changes.
 

Setup Organizational Structure

Bulk Upload setup

Check out our article on Bulk Data Uploads for guidance on how to configure a bulk data upload.

 
 

Manual Setup

1. Navigate to Organization Structure under Setup

Navigation: Administration > Setup > Organizational Structure

  1. Click Setup under the Administration section of the navigation menu.
    Administration section with Setup highlighted
  2. Click Organizational Structure under the School section.
    School category with Organizational Structure underlined
 
 

2. Specify rights for new subunit

  1. Click Add Subunit next to the relevant unit to create a new subunit nested beneath the selected unit in the hierarchy.
    • Click Change adjacent to Parent Unit to select a different unit or subunit, if desired.
  2. Specify the Unit Name and Unit Abbreviation for the new subunit.
  3. Specify the administrative rights for the new subunit. Check out our article on how to define unit administrative access rights for more information.
  4. Scroll to the bottom and click Save when finished.
 
 

Edit Organizational Structure

Changing a unit's parent unit or deleting a unit can impact existing data and should not be done without help from Interfolio's technical service team. Please copy and complete this form based on the changes you would like to make to your organizational structure. Email the completed form to help@interfolio.com.

 

1. Navigate to Organizational Structure under Setup

Navigation: Administration > Setup > Organizational Structure

  1. Click Setup under the Administration section of the navigation menu.
    Administration section with Setup highlighted
  2. Click Organizational Structure under the School section.
    School category with Organizational Structure underlined
 
 

2. Make changes to desired unit

  1. Click the Edit icon (pencil) next to the desired unit.
  2. Make the necessary changes.
  3. Click Save when finished.
 
 

Create New Unit

Note that this can only be completed by a Unit Administrator with the appropriate permissions needed to make changes to the organizational structure.

 

1. Navigate to Organizational Structure under Setup

Navigation: Administration > Setup > Organizational Structure

  1. Click Setup under the Administration section of the navigation menu.
    Administration section with Setup highlighted
  2. Click Organizational Structure under the School section.
    School category with Organizational Structure underlined
 
 

2. Add new subunit

  1. Click Add Subunit adjacent to the desired unit that the new unit should be nested beneath in the hierarchy.
  2. Enter the appropriate Unit Name and Unit Abbreviation under the General Information section.
  3. Adjust the Administrative Rights for the unit as desired.
  4. Click either of the Save buttons when finished.
 
 

Change Unit Name/Abbreviation

Note that this can only be completed by a Unit Administrator with the appropriate permissions needed to make changes to the organizational structure.

 

1. Navigate to Organizational Structure under Setup

Navigation: Administration > Setup > Organizational Structure

  1. Click Setup under the Administration section of the navigation menu.
    Administration section with Setup highlighted
  2. Click Organizational Structure under the School section.
    School category with Organizational Structure underlined
 
 

2. Edit desired unit

  1. Click the Edit icon (pencil) adjacent to the desired unit to modify.
  2. Make necessary changes to the Unit Name and Abbreviation.
  3. Click either of the Save buttons when finished.