Company tree (EP204060)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

 
Button Description
Update tree Updates the company tree to display recently added nodes, work groups, and work group members.

In this pane, the existing work groups are represented as nodes.
You can click a node icon to the left of any work group to expand the node and view the hierarchical structure of the work group.
Some work groups have a one-level list of work groups, while other work groups can have several levels.
You can click a node to view the work groups of this node in the List of groups table, and then click a work group in the List of groups table to view the group members in the Group members table.
The toolbar on the pane includes only custom buttons, which are described below.

By using this table, you can create work groups positioned at the same level in the company tree.
As you add a new group to the list, it will appear in the Company tree pane.

For each work group, you can specify what wait time is allowed for work item approval or processing and whether escalation may bypass this group.
If a work item assigned to any of group members is not processed during the wait time, the work item becomes escalated or visible to upper-level employees so that they can help with solving the problem.

Element Description
Move node up Moves the selected node one position up in the list.
Move node down Moves the selected node one position down in the list.
Description A description of the group that can serve as an ID.

You can use this table to view and update the list of members of the group selected in the List of groups table.

Element Description
User The user associated with the employee.
Employee ID The ID of an employee who is a member of the group.
Employee name The name of the employee.
Position The employee position in the company.
Department The department of the employee.
Owner If you select this check box,, it indicates that this member is the owner in the work group — that is, a user who, by default, is assigned work items that are assigned to the group.
Active Select this check box to include the user in the selected work group.