Roll-ups (Departments) |
The Roll-ups tab for departments enables you to display and record departments' hierarchical types and associate them with higher-level departments to which they roll up for reporting purposes. For example, an administrative department may have a hierarchical department type of BASE and roll up to HIGHER-LEVEL regional or national departments for reporting purposes.
The field in the top section of this tab defines the data that displays.
Department ID
Identifier of the department currently selected in the grid or that you are defining. This field has a list box. If the ID already exists, the department name displays to the right of the ID.
Data in the fields in the bottom section of this tab define the department's hierarchical position in the organization. Unless otherwise indicated, these fields are required.
The Higher-level departments -- first row is the immediate parent for this department screen group displays the department IDs to which the department rolls up for reporting purposes. The first entry is the immediate parent department of the specified department. Any additional departments are parent departments at tree levels above the specified department. The display is similar to the component relationship tree for attached equipment units.
Delete: If this field has a check, the entire row is deleted when you click Save.
Department ID (Departments/Roll-ups 2): Identifier of the department at the higher level. This field has a list box.
Department name (Departments/Roll-ups): Name of the higher level department in the Department ID field. This field is display only.
Display department hierarchy
If this field has a check, the hierarchical tree displays all the associated department IDs. Otherwise, they are hidden. The first 100,000 characters of the tree display and you receive notification if the entire tree cannot be displayed.
Note: System performance may be affected if all departments are loaded.
Department type
Type of hierarchy the department has. This field has a list box.
BASE: Department has assigned equipment units and/or reports equipment usage, but does not have lower-level departments that roll up to it for reporting purposes.
HIGHER-LEVEL: Departments designated as BASE roll up to this department for reporting purposes.
New immediate parent department
Identifier of the parent department. This field has a list box. The parent description displays beneath the field.
WARNING: Using this field will rebuild the higher-level departments list for all departments
Important: If you specify a new immediate parent department, the higher level departments list for all departments is rebuilt, not just the department you are currently editing.