OBS Page

Overview

Use this page to configure the organizational breakdown structure (OBS) for your enterprise.

Screen Elements

Add button

Creates a new OBS element.

Full Screen

Expands the current work area so it fills the entire display.

Print

Prints the Grid View.

Search

Searches the view or dialog box for data matching the criteria entered into the box.

Row Actions menu

Delete: Removes the selected item or association permanently.

Cut: Cuts the selected item.

Copy: Copies the selected item.

Paste: Pastes a previously cut or copied item into the selected position.

Expand: Enables you to see all of the items in a hierarchical list.

Collapse: Enables you to hide subordinate items in a hierarchical list.

Move Up: Moves the selected item up within the same level in the hierarchical arrangement.

Move Down: Moves the selected item down within the same level in the hierarchical arrangement.

Move Right: Moves the selected item one level lower in the hierarchical arrangement.

Move Left: Moves the selected item one level higher in the hierarchical arrangement.

OBS Name field

The unique name for the OBS element. OBS elements represent responsible managers arranged in a hierarchy.

Description field

The description that corresponds with the OBS name.

Download

Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.

Responsibility detail window

See Responsibility Detail Window of the OBS Page.

Users detail window

See Users Detail Window of the OBS Page.

Getting Here

  1. Click Administration.
  2. On the Administration navigation bar, click User Administration.
  3. On the User Administration page, click OBS.

Related Topics

Creating an OBS

Assigning Users to an OBS

About the OBS



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Last Published Friday, October 1, 2021