Organization Settings: Register, Edit, and Delete Individually

Before Configuring the Organization

The following items can be modified individually. For other changes, please use the bulk settings.Add or delete departments

・Change the department name
・Change the parent department of a department
・Edit the name of an organizational unit

・If you need to update the organization and attribute information in preparation for the next Engagement Survey, please start the preparation from “Admin” ▶ “Engagement Survey Implementation Settings.”
This allows you to register the organization and attribute information for the next survey without changing the organization and attribute names already displayed in the published survey results.

・If there are any changes to the language settings for the organization and attributes, please configure the language settings before updating the organization and attribute settings.
Set Organization/Attribute Language
 

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Register a Department

① Click “Admin” ▶ “Organization Settings” ▶ “Department Registration”

② Enter the required fields and click “Save”.

Caution
・You cannot register a new organizational unit individually. Please use the bulk settings to register.
・Depending on your plan, there may be a limit to the number of organizations and attributes you can use.
・If you are using the Admin Panel in English, note that some screens may not allow switching the display language for organization names.
Therefore, even if you are using the Admin Panel in English, organization names may appear in Japanese.
If you want them displayed in English, please enter the “Department Name” in English in the Organization Settings.

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Edit Organizational Unit Name or Department

① Click “Admin” ▶ “Organization Settings” and select the organizational unit name or department name you want to edit.

② Click “Edit”.

③ Change the “Department Name” or “Organizational Unit Name” and click “Save”.

Caution
You cannot edit the department code here. If you want to change the department code, please refer to the manual below.
Operation Manual: Change Department Code / Attribute Item Code

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Delete a Department

Caution　Please review the following carefully before deleting a department.
・If you delete all departments within an organizational unit, the organizational unit will also be deleted.
・If the deleted department is included in custom tabulation, any custom tabulation items containing that department will not be compiled. (Previously calculated results will not be deleted.)
・If you delete a department that is linked with other departments or attributes through hierarchy settings, those hierarchy links will be broken. If you want to view results by hierarchy, you must reset the hierarchy settings.
・Users belonging to the deleted department will be unassigned. Please reassign these users to a department.

① Click “Admin” ▶ “Organization Settings” and select the department you want to delete.

② Click “Delete”.

③ Check “I have reviewed the above” and click “Delete”.

If you have granted the Action Plan Manager view permissions for modified organizations/attributes in "View Permissions Rule Settings"
the changes made in Organization/Attribute Settings will not be reflected automatically.
Please click "View Permissions Settings" > "Grant/Update Permissions" to grant view permissions.

Operation Manual: View Permissions Settings Set by rules