This section describes how to create and edit organization structure in the TelescopeAI. The section contains explanation of terminology used in this example, and step-by-step instructions on how to create, edit, or delete hierarchical units.

Hierarchical Units of TelescopeAI

This sub-section describes hierarchical units used in the description later.

How to Create Organization Structure

This sub-section describes how to create organization structure on the side-bar unit structure. The main principle of the creation is: Parent unit creates child unit.
To create a three-level hierarchical structure, follow the sequence of procedures 1, 2, 3.

Procedure 1. Create Level 1 Unit

To create hierarchical unit of level 1:

• Open the side-bar unit structure, and then, on the organization level 0, click the More (...) ellipsis menu.

Open

Fig. 1.....Creating hierarchical unit

• On the menu, click Create PROGRAM. The Create PROGRAM dialog box opens.
  
  

  Open

  

  Fig. 2.....Setting hierarchical unit of level 1 dialog box

• Enter name of the department.

• Add Key Staff members, and then click Create. 

Procedure 2. Create Level 2 Unit

To create hierarchical unit of level 2:

• Open the side-bar unit structure, and then, on the department level 1, click the More (...) ellipsis menu.

• On the menu, click Create PROJECT. The Create PROJECT dialog box opens.

• Enter name of the project.

• Add Key Staff members, and then click Create. The system creates new hierarchical unit of level 2.

Procedure 3. Create Level 3 Unit

To create hierarchical unit of level 3:

• Open the side-bar unit structure, and then, on the project level 2 or lower, click the More (...) ellipsis menu.

• On the menu, click Create STREAM. The Create STREAM dialog box opens.

• Enter name of the stream.

• Add Key Staff members, and then click Create. The system creates new hierarchical unit of level 3. The rule of inheritance in Key Staff assignment:
  If you add a person as a Key Staff member on the level 1, by inheritance this person appears to be a Key Staff member in all child units of lower levels. For more details about the Key Staff, see Manage Security Scheme.

How to Edit Organization Structure

This sub-section describes how to edit a unit of any level in hierarchy.

To edit hierarchical unit of any level:

• Open the side-bar unit structure, and then, on the respective level, click the More ellipsis (...) menu.

• On the menu, click Details. The Details dialog box opens.

• Modify the unit attributes, and then click Save.

How to Delete Organization Structure

This sub-section describes how to delete a unit of any level in hierarchy.

To delete hierarchical unit of any level:

• Open the side-bar unit structure, and then, on the respective level, click the More ellipsis (...) menu.

• On the menu, click Delete. The Delete <Unit Name> dialog opens.

• Click Delete Permanently. The system deletes the unit.

How to Move Organization Structure

This sub-section describes how unit move to other location in hierarchy.

Move a hierarchical unit to another location:

• Open the side-bar unit structure, and then click the More (...) ellipsis menu.

• On the menu, click Move to. The Move dialog pop-up opens.

• Enter the name of the new location in the search bar.

• Chose the suitable location for moving and click Save.

• The unit is displayed in the hierarchy in a new location.