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2.3.1 Organizational Structure Tree

2.3.1 Organizational Structure Tree

2.3.1.1 Organizational Structure Tree Construction Guidelines

For the convenience of application management and maintenance, the system follows these basic rules regarding the organization structure tree:

  • Internal institution nodes can only be moved within the internal institution tree; External institution nodes can only be moved within the external institution tree.
  • Internal departments cannot have internal institutions beneath them; External departments cannot have external institutions.
  • Internal Personnel can copy to external structures.
  • The parent-sub relationship of nodes follows these principles:
Node TypeParent nodes permit only the following typeSub nodes permit only the following type
InstitutionalRoot Nodes, Institutions, DepartmentsInternal/External Institutions, Departments, Positions, Personnel
DepartmentsRoot Nodes, Institutions, DepartmentsExternal Institutions, Departments, Positions, Personnel
  • The root node can be an institution, department, position or personnel without a department/institution, but these are not displayed in the tree (will be shown in the list).
  • Under an external institution, there can only be sub-institutions, departments, positions, or personnel of that external institution; Internal institutions or departments cannot be included.
  • Internal personnel cannot be created directly under an external institution, they can only be added to the external institution by copying.
  • External personnel can only be assigned under external institutions, departments and positions.
  • Positions and groups won't be displayed on the organizational tree; Only personnel can be assigned under positions and groups.

2.3.1.2 Root Node Operations (Parent-Node)

  • New Institution: Click to input the "New institution" interface to organize data records.
  • New Department: Click to input the operation interface for creating a new department record.
  • Show Disabled Data: Toggle operation. Click to display disabled records in the organization structure tree, then button will change to "Hide Disabled Data".
  • Hide Disabled Data: Toggle operation. Click to hide disabled records in the organization structure tree and then change to "Show Disabled Data".

2.3.1.3 Regular Node Operations (Sub-Node)

  • Edit (Edit Institution): This menu appears when the current node type is "Institution"; click to input the "Edit Institution" interface.
  • Edit (Edit Department): This menu appears when the current node type is "Department"; click to input the "Edit Department" interface.
  • Add Sub-Institution: This menu appears if the node is enabled; click to input the "New institution" interface and create a sub-institution under the current node.
  • Add Sub-Department: This menu appears if the node is enabled; click to input the "New department" interface and create a sub-department under the current node.
  • If data is disabled, it will appear grayed out or hidden in the organizational tree (when the "Hide Disabled Data" widget switch is enabled).