Create New OU
CIP Reporting “How to” Guide
This document will show you how to create an OU
Steps to add a new OU:
The first Step is to add the new Organizational Unit. To do this you have to go to Administration > Organizational Units. Once in there select the top left icon to “Add New: Unit”.
Fill in the General Information:
User Membership: Here you give access to the existing users that will be able to use this Organizational Unit.
Save the new OU.
For the OU to appear, you will have to log out and log back in to the system.
2. We need to set up the Trees in case they are needed. To do this go to Administration > Trees
Locate the Tree that you want to edit and click the “Edit” Icon
Once in there, you can Export the file to Excel using the “Export” button on the top left, Add the Required values at your convenience, and then click the Import button on the Top Left. After you import the modified file, you need to click the “Save” button on the bottom of the page, otherwise changes won’t be saved.
3. Once we have the Trees setup, we need to add the new OU to the Drop Down field. For this go to Administration > Report Fields.
In there, locate the field named “Division” and click the “Edit” Icon
Now add the new OU Name and click the “Done” Button