Adding/Deleting an Organization Level

Adding an Organization Level

1. Click the System Admin
2. In the Navigation pane, click the plus sign (+) next to System Settings. Click Organization Levels.
3. There are three ways to add an Organization Level:

• • Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list, select Org Levels.
  • Within the toolbar directly above the Navigation pane, click the Add Level
  • Within the Actions pane, click the Add Level

4. The General – Org Level window opens.
5. Type-in the level name. The level appears at the bottom of the list. At this time, there is no way to add a level within the list, CAIRS only allows you to add it at the bottom of the list.
6. Click Save & Close (to save and exit).

Deleting an Organization Level

Two scenarios will prevent you from deleting an org level. First, if the org level is associated to any record within your database, you must move the records to another level. Second, the level must be at the bottom of the hierarchy, you cannot delete level 2 without first deleting level 3.

1. Click the System Admin
2. In the Navigation pane, click the plus sign (+) next to System Settings. Click Organization Levels.
3. The Organization Levels list opens to the right.
4. Within the list, highlight the level to delete. There are three ways to delete a level:

• • Within the tool bar directly above the Navigation pane, click the red
  • Within the Actions pane, click the Delete Org Level
  • Double click the level name within the list. The Org Level window opens. Within the Actions ribbon group, click the Delete

5. Once you click Delete, a message box appears verifying that you really want to organization level, click Yes within the box to continue or No to cancel the operation.
6. If the site level is associated to a record or is not at the bottom of the hierarchy a warning message appears, this means that you still have assignments that need to be reassigned