CHAPTER 1: PREREQUISITES AND MASTER DATA CONFIGURATION

This chapter discusses the following:

Step 1: Prerequisites Configuration

Step 2: Master Data Configuration

The configurations have to be done prior to start registering and processing operations on Organization app.

1) Prerequisites Configuration

(User Roles and Organization Scope Configuration in Organization App)

The following initial configurations have to be carried out by Administrator of Organization App before starting the Organization Operations:

• User Roles

• Organization Scope Configuration

2) Master Data Configuration

After the User Roles and Organization Scope Configuration are done, you need to configure the following in Organization App:

• Organization Types

• Organizations

• Branch Offices

  • Departments

• Projects