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Data Access

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Add Org Unit Access

Select the Add Org Unit Access button to open a screen to search for additional Organization Units to be added to the authorized data access. When running the search, enter the information in the field at the level you wish to add the access and above. For example, if you want to search for an organization unit at level 4, facility, enter the facility number only. If you wish to search for a department, enter the facility and department number.

Enter the organization information through the level the organization unit employees should have access to. The system allows Pass Through access for all parent structure levels above the Granted organization unit, so the user can retrieve the lower organization unit options. In the example to follow, when the access is set to Grant for Facility 5 at structure level 4, users are automatically given Pass Through access to structure levels 1-3.

To remove access from a single organization unit, click on the Add Org Unit Access button and enter the values in the organization unit fields down to that organization unit level. In the Classification field, select Deny from the drop down menu. Click on the Save button.

Click on the links below for examples of organization unit access set up:

Grant Access to All Organization Units

Grant Access to a Single Organization Unit and its Children

Grant Access to Selected Trunk and Branch Level Organization Units

Deny Access to a Child Organization Unit

Changing Access to a Higher Structure Level

Depending on the page displayed, the following fields may be available:

Classification

Organization Unit

The following additional section options are available in the left pane:

Add Employee Access

Add Employee - Org Unit Access

Add Pay Code Access

Add Pay Code - Org Unit Access

Add Special Code Access

Add Special Code - Org Unit Access

Add Override Access

Add Override - Org Unit Access

Classification

Indicates the access level to this structure level. By default, the access level assigned is Grant for the selected structure level and Pass Through for all levels above it. The access can be changed at any structure level.

Organization Unit

When an organization unit is selected, users are given access to all special codes assigned to that organization unit. The number of levels available and the label names depend upon your organization or corporate structure.