University Profile - OU and Organigram

Introduction

This section provides the basic information of the University (University Profile) along with the count of campus, faculty,department, institute, branch, library etc.

University Profile

Steps to be followed to create a university profile is:-

Step 1: Login into the portal with the User ID and the password provided. Step 2: Click on the University section on the left, then click on Information.

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Step 3: Once you click on Information under the University section, you will see the following Dashboard:

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The dashboard has two sections as specified below (Screenshot 3): a. University Profile (Marked in red) b. Organizational Unit Types (Marked in yellow)

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University Profile Section

Steps to be followed to create a university profile is:-

Step 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 of in Hindi

  • Name of the University (in Any Other Language)

  • Unique 4-digit code for 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.

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

Step 3: Along with that, additional details like below 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

Step 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.

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When we click on the Organizational Units Type list, all the 'Type of Organizational Unit' appears.

Add Type of Organisational Unit

Admin can add a new Type of Organizational Unit click 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 in Settings » Organizational Units.

Additionally, on 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 in it.

Add Organisational Unit

Admin can add a new Organizational Unit; click 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, wherein 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 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

The 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 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.

Organigram

Settings >>Designation

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

When we click on Organigram, it will list all organizational units 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 the 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

Role NameDescription
AdminWith this permission, users can view the University Profile only
SettingWith this permission, users can view the University Profile, OU types, Designation, etc.
SettingWith this permission, users can add the University Profile, OU types,
Admin role - bothDesignation, etc., and configure it.

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

Workflow Diagrams

Activity Diagram

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Use Case Diagram

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External Resources

📹 Module Training Video ⤤

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