Organization Database Designer

Organization database designer is a screen for updating the organizational structure. Emakin organization database designer permits to determine relationships between different organization units and positions.

There are four main sections on this screen which are Organization Unit Templates for selecting a predefined organizational schema, Organization and Chart panel that displays the existing schema details, Chart panel that displaying the existing schema details, Others column that all the positions and user definitions listed under and, the last but not the least, a search bar to search for any organization unit, position or user appearing on the Organization Chart.

Organization Unit Templates

Organization unit template is a file that serves as a starting point for a new organizational structure.

When a template is selected from the list, a predefined schema will appear on the Organization Chart that you can customize based on your needs. Using a template will also replace your existing organizational schema, meaning that you will lose your existing schema with the previous definitions after saving the changes you made so this section should be used cautiously.

Organization Schema

After selecting a template, a predefined organizational schema as in the image below. You can use one of these templates as a starting point to build your own organizational schema by adding new elements and deleting the ones you don't need.

Others column at the left side are useful for creating new the positions and users to employ in your organizational schema later but you can also create them from the organization unit and position edit tools menus.

You can drag and drop any item into the Organization Chart panel to link them with the existing items. For example, you can drag and drop a position into an organization unit and a user into a position.

Organization Unit

Organizational Units give a hierarchical structure, and when properly designed can ease administration. You can only create one root organization unit that representing your company and parenting all the departments below. Clicking one of the organization units will bring up an edit tools menu as shown below. You can use this menu to add new child units below, add positions to it, edit its properties, set it disabled or delete it.

Name
Name of an organization unit.

Code
Code of company or department. This field is only required for integration.

Disabled
This option is used to disable a unit.

Position

Position is a role definition which one or more users can be assigned to. You can use a position under multiple organization units. The white icon beside a position name indicates that it is the manager of its department. Clicking one of the positions will bring up an edit tools menu as shown below. You can use this menu to add new users to a position, edit its properties, set it disabled or delete it.

Properties below can only be changed from the Others column at the left side of the screen. Click one of the positions and then click on the edit button to change these properties.

Name
Name of a position.

Code
Code of a position. This field is only required for integration.

You can only set the properties below from a position's edit tools menu. Click one of the positions and then click on the edit button to change these properties.

Organization Unit
Choose an organization unit to add a position to it.

Manager
Choose a manager for the position.

User

You can create a user with Add New User button on the Others column or from the edit tools menu of a position.

Clicking one of the users will bring up an edit tools menu as shown below. You can use this menu to edit user properties, set it disabled or delete it.

Search Bar

You can search for any item appearing on the Organization Schema using the search bar. Typing the full name or some of the letters of a position or a name will highlight the related items on the chart.