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Organization structure detail

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Return to the list of organization structure.
Creation of a new organization structure.
Saving changes in the organization structure.
Deletion of the organization structure.

Section: Basic properties

  • Code - Code of the organization structure - used for metadata export and import between ObjectGears instances
  • Name - Name of the organization structure - it is displayed in references to the organization structure, e.g. in the setup of access rights in the class detail
  • Comment - Description of the organization structure
  • Enabled - Information, weather the organization structure can be used
  • Global - Information, weather the organization structure also outside of the model, in which it is created

Section: Structure settings

Structure type - Type of the organization structure [reference value]- in dependance on the selected type some of hereinafter mentioned parameters are displayed.

There are following types of organization structures:

  • Person manager: contains column User - Superior and Column with user/s
  • Team structure: contains column Superior team(selfreference in the class) and column Team member/s
  • Unit structure: it is based in two columns - see hereinafter

Properties

  • Model - Name of the model, that contains class in which the structure is materialized.
  • Class - Name of the class, in which the structure is materialized. Each class record contains one org. unit of the strcuture.
  • Max. level of recursion
    • Level of organization units that are considered as subordinate, if the access rights are set up also via subordinate org. units.
    • It ranges from 1 to 30.
    • The value represents number of levels under organization unit, in which the user is put, records from which are also displayed to the user.
    • With value 1 there are also records belonging to the units directly subordinate to the unit, in which the user is put, displayed to the user, that has access right of the type Also via subordinates, but not records belonging to the units that are lower in the structure.
    • If the value is not set, it is counted as 30 and when analyzing records that shall be made accessible, there are examined organization units up to 30 levels lower in the hierarchy than the orgnaization unit, which the user is member of.

Hereinafter, there are examples of classes, in which organization structures can be defined and specific parameters for particular organization structures. Users, teams and units referes each to another. Both simple and multiple references can be used.

You can define whatever number of organization structures of all three types in ObjectGears and use that for managing access rights on particular class where it is required.  lze definovat libovolný počet organizačních struktur všech tří typů a použít je pro řízení oprávnění na jednotlivých třídách, kde je to třeba. You can combine access rights assigned according to the organization structures and access rights without organization structures in each class.

Parameters for the structure type Person manager

Column User - Superior

  • Column of the selected class that is of type user and contains superior (manager of the organization unit)

Column with user/s

  • Column of the selected class that is of type user and contains members of the organization unit.
  • The class/query, in which access rights are managed, is linked to the class with organization structure via this column. (The class has to refer to this column.)
Example of the class for the structure Person manager
Id User (ObjectGears user) Superior (ObjectGears user)
1 Petr Novy Lenka Krejci
2 Jana Dvorakova Lenka Krejci
3 Lenka Krejci Petr Dvorsky
4 Petr Dvorsky  

Parameters for the structure type Team structure

Superior team

  • A column from the selected class with organization structure, that is of type reference value (reference to a class) and refers to to the class itself.

Team member/s

  • A column from the selected class with organization structure , that is of type reference value (reference to user).
Example of the class for the structure Team structure
Id Team name Members (ObjectGears users) Superior team
1 Accounting team

Petr Novy

Jana Dvorakova

Chief Accountant
2 Chief Accountant Lenka Krejci Director
3 Director Petr Dvorsky  

Alternatively, you can use a class with stating manager in a special column and ensure by a rule in the class, that is also a team member. Information about the manager can then be used e.g. in workflow.

Example of the class for the structure Team structure - including column Manager
Id Team name Members (ObjectGears users) Superior team Manager
1 Accounting team

Petr Novy

Jana Dvorakova

Lenka Krejci

Director Lenka Krejci
2 Director Petr Dvorsky    

Parameters for the structure type Unit structure

Superior unit

  • A column of the type reference value referring to the class itself, that contains a superior organization unit

Class with users

  • Another class containing users -e.g. class extending user properties.

Column with user/s

  • A column of this class containing users

Column with unit

  • A column of this class Sloupec této třídy, conating reference to a unit (reference to a class containing units).

This structure, in contrast to structures Person manager or Team stucture, is defined in two classes - class with units and class with users referring to the unit.

Example of the class for units
Id Unit name Superior unit
1 Accounting Finance
2 Taxes Finance
3 Controlling Finance
4 Finance CEO
5 Sales CEO
6 CEO  
Example of the class for users
Id User Unit
1 Jan Novak Accounting
2 Dana Horejsi Taxes
3 Adam Hosek CEO
4 Jolana Prazakova Finance

 

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