School: Organizational Structure

The organizational structure outlines the unit hierarchy within the institution and is a key component to data management in Faculty180. This article will cover how administrators with the necessary permissions can setup and manage the organizational structure.

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, reach out to Interfolio support to assist with making the necessary changes.

Organizational Structure Setup

Manual Setup

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

  1. Navigate to Administration > Setup > Organizational Structure
  2. Click Add Subunit button next to the relevant unit to create a new subunit nested beneath the selected unit in the hierarchy
The organizational structure page displays a list of existing units and the options to edit, delete, or add subunit next to each existing unit.
  1. Specify the Unit Name and Unit Abbreviation for the new subunit.
  2. Specify the administrative rights for the new subunit. (See Define Unit Administrative Access.)
  3. Save

Setup with Bulk Upload

Units can also be added in bulk via Administration > Administration > Upload Data. For more details about this process, see Bulk Data Uploads.

Editing the Organizational Structure

Please reach out to help@interfolio.com to change a unit's parent unit, or to delete a unit. These actions can impact existing data and should not be done without help from Interfolio's technical service team.

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

  1. Navigate to Administration > Setup > Organizational Structure
  2. Click the Edit icon next to the desired unit
  3. Make the necessary changes
  4. Save