Organisational Status

Maintain Organisational Status - ORGF0111

Purpose To allow the creation and maintenance of institution defined organisational statuses

Subsystem Organisational Structure

Structure Single Block Organisational Status

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Organisational Status

Explanation

Organisational statuses can be created to have particular meaning within an institution. An organisational status defines the level of activity of an organisational unit. An organisational unit is normally defined as a department, school, faculty, division, branch, etc. of an institution. Each institution defined organisational status is assigned a system organisational status which is recognised by the system for other functionality.

Example

It may be decided to use an organisational status called CURRENT. An appropriate system organisational status must be assigned to CURRENT, which in this case would be ACTIVE.

To create an organisational status using the Maintain Organisational Status form:

Enter Insert mode.
Enter the desired name of the organisational status in the Organisational Status field of a blank record.
Enter a meaningful description for the organisational status in the Description field.
Select the appropriate system organisational status from the list of values (or key a valid value) in the System Organisational Status field.
Save.
Rules:

On entering a new organisational status, the system organisational status defaults to ACTIVE.

To modify an organisational status using the Maintain Organisational Status form:

Find the record to be modified.
Modify the record as required.
Save.
Rules:

If an organisational status has been used in the definition of an organisational unit its description should only be modified where the change is minor and does not alter the meaning.
An organisational status can be closed, preventing any further use, by selecting the Closed check box.
Once an organisational status has been assigned to one or more organisational units, its system organisational status should not be changed. A new organisational status should normally be created.

To delete an organisational status using the Maintain Organisational Status form:

Find the record to be deleted.
Locate the cursor in the record to be deleted.
Delete record.
Save.
Rules:

If an organisational status has been assigned to an organisational unit, it cannot be deleted. It can be closed, preventing any further use, by selecting the Closed check box.

Changes within this form will have the following notable effects:

Adding an organisational status permits its use for defining the level of activity of organisational units.

Purpose	To allow the creation and maintenance of institution defined organisational statuses
Subsystem	Organisational Structure
Structure	Single Block	Organisational Status
Image

To create an organisational status using the Maintain Organisational Status form:
Enter Insert mode. Enter the desired name of the organisational status in the Organisational Status field of a blank record. Enter a meaningful description for the organisational status in the Description field. Select the appropriate system organisational status from the list of values (or key a valid value) in the System Organisational Status field. Save.	Rules: On entering a new organisational status, the system organisational status defaults to ACTIVE.
To modify an organisational status using the Maintain Organisational Status form:
Find the record to be modified. Modify the record as required. Save.	Rules: If an organisational status has been used in the definition of an organisational unit its description should only be modified where the change is minor and does not alter the meaning. An organisational status can be closed, preventing any further use, by selecting the Closed check box. Once an organisational status has been assigned to one or more organisational units, its system organisational status should not be changed. A new organisational status should normally be created.
To delete an organisational status using the Maintain Organisational Status form:
Find the record to be deleted. Locate the cursor in the record to be deleted. Delete record. Save.	Rules: If an organisational status has been assigned to an organisational unit, it cannot be deleted. It can be closed, preventing any further use, by selecting the Closed check box.