University Profile - Organizational Unit & Organigram

Introduction#

This section provides the basic information of the University (University Profile) along with the count of campus, faculty of the University, designation (Teaching/ Non-teaching), various Departments, Institute, Branches (if any), Library etc. It also provides the provisions of viewing and adding the above mentioned details.

University Profile#

The steps to be followed while creating a University Profile are:

1: Login into the Samarth eGov portal with the User ID and the password provided.

2: Click on the University section on the left, then click on ‘Information’.

3: The following dashboard will appear on the screen after clicking on ‘Information’ under the University section:

There are two sub-sections specified:

a. University Profile

b. Organizational Unit Types

University Profile Section#

The following steps should be followed to create a University Profile:

1: Click on the Edit Profile button to update the profile of the University.

In the Update section, you can update the following sections:

• Name of the University

• Name of the University in Hindi

• Name of the University (in Any Other Language)

• Unique 4-digit code of the University

• Head of the University

• University Contact Number

• University Email-ID

• University FAX number

• Country

• State

• City

• Street

• Pincode

• University Geo-Coordinates

• About the University

2: You can also upload the logo of the University in the University Logo section.

3: The following additional details have to be updated:

a. Name of the funding agency of the University

b. Type of University, Specialization of the University

c. The vision of the University, the Mission of the University

d. Official URL of the University

e. University Establishment Year

f. Twitter Link of the University

g. Facebook Link of the University

h. Linkedin Link of the University

i. Youtube Link of the University

j. Status

4: Click on the Update button to update the University profile.
All the updates entered will be updated in the dashboard section on the right side.

Organisational Unit Types#

This section shows the organizational Unit types. This can be added by going in Settings » Organizational Unit types.

When we click on the Organizational Units Type list, all the Type of Organizational Units appear.

Add Type of Organisational Unit#

Admin can add a new Type of Organizational Unit by clicking on the Add-Type of Organizational Unit button present on the top right side of the portal and fill in the required details:

• Title

• Parent

• Category

• Status

Then click on the Save button.

View#

Admin can only view the details by clicking on View icon available in front of every entry.

Update#

Admin can edit/update the details by clicking on the Edit icon available. We can edit all organizational Unit types except Campus Organizational Unit as it is the Primary head of all organizational units.

Organisational Unit#

This section shows the organizational Unit types. This can be added by going to Settings » Organizational Units.

Additionally, by clicking on the View All button for any Organizational Unit type in the University Dashboard, we will get a list of all the Organizational Units.

Add Organisational Unit#

The Admin can add a new Organizational Unit by clicking on the Add Organizational Unit button present on the top right side of the portal and fill in the required details. It will show you the list of all Active Organizational Unit types in your University.

Selecting the appropriate Organizational Unit Type opens a new Section, where-in you need to fill in all the organizational unit details.

Fill in all the respective fields and click on the Save button. The organizational Unit will be added to the list of the Organizational type selected.

Additionally, we can also view a list of all Organizational Units from the ‘settings’ as well. We can View, Edit, and Add Organizational Units from ‘settings’.

View#

Admin can only view the details by clicking on View icon available in front of every entry.

Update#

Admin can edit/update the details by clicking on the Edit icon available.

Designation#

Settings >>Designation

‘Designation’ is under the Settings section. Each column has a search box or a dropdown box to filter the list as required.

Add Designation#

Admin can add a new Designation by clicking on the Add Designation button present on the top right side of the portal and fill in the required details:

• Name

• Employee Category

• Type

• Occupancy

• Status

• Roles

• Description

You can view and edit a section by clicking on the respective buttons.

View#

Admin can only view details by clicking on the View icon available in front of every entry.

Update#

Admin can edit/update details by clicking on the Edit icon available.

Organigram#

Settings >> Organigram

The Organigram is the hierarchy of the University Employees in an Organization.

When we click on Organigram, it will list all organizational units along with Designation and reporting designation.

Add Organigram#

Admin can add an organigram by clicking on the Add Organigram button present on the top right side of the portal and fill in the required details:

• Organization, Unit

• Designation

• Reporting Designation

• Unique identification

View#

Admin can only view the details by clicking on View icon available in front of every entry.

Update#

Admin can edit/update details by clicking on the Edit icon available.

Note: We edit all organizational Unit types except Vice-Chancellor as it is the Primary head of all organizations.

Annexure#

Roles in OU and Organigram#

Note: The user should be given both roles to get access for adding all the details related to OU and Organigram.

External Resources#

📹 Module Training Video ⤤

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