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T.O.M - Reusability of Org charts created by other methods

Updated on January 18, 2022
  • Organizational charts created either through Organizational Chart Landing Page or New Application Wizard can be converted into Operating Structure through ‘Convert’ button.
  • Navigate to Operating Structure Landing Page through Configure à Financial Services à Operational Structure.

  • Select the Org chart (that you wanted to convert) from “View Operating Structure” dropdown and click on ‘Convert’ Button.

  • Convert org chart’ modal pops up on the screen with prepopulated data for Name and ID. Enter input for fields Top level class, Calendar and Currency and click Submit.

  • The organizational chart is converted and initiated with required fields like NodeID, OrgLevel and the associated taxonomy can be seen in Operating Structure LP.

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