Updating Organizational Relationships and Approval Chains

How to update relationship types: 

District Relationship (PURPLE/DARK BLUE) – Personnel – Organization – District Relationships – Remove old staff member and add new staff member – Save

District Relationships (GREY) – Set up – District – Remove old staff member and Add new Staff member – Save 

School / Location (Green) – Set up – Schools – click on the Edit button – in the “School-Wide Organizational Relationships” notecard, look for the relationship you want to update and click on the edit button - Remove old staff member and add new staff member – Save

Departments (Tan) – Personnel – Set up – Departments – click on the Edit button – in the “Department Organizational Relationships” notecard, look for the relationship you want to update and click on the edit button - Remove old staff member and add new staff member – Save

Run “Organization Relationship Maint. (Simple) task:

Once you have updated your relationships, you will need to apply the update in mass to your district. Go to System – Tasks – Search for the “Organization Relationship Maint. (Simple)” task – click on the Edit button – make sure the current school year is checked off – Save Settings – click on the Run now button. When the task is complete your log will say “Completed in ‘‘ ms.” (you will need to refresh every couple seconds to see when task is complete) 

• If you do not have the “Organization Relationship Maint. (Simple)” task enabled look for “Organization Relationship Maint.” – if enabled, click on the Edit button – make sure the current school year is checked off – Save Settings – click on the Run now button. When the task is complete your log will say “Completed in ms” (you will need to refresh every couple seconds to see when task is complete)

• If you do not have either task enabled, you will need to manually update your staff’s organizational relationships. Search for your staff – go to their Organization Relationship tab – Remove old staff member and Add new Staff member – Save – toggle to the next staff member and repeat the same steps 

How to update existing approval chains: 

(This should be the LAST step, or your approval chain will not update)  

Timesheets – Payroll – Timesheets – Search for your timesheets you need to update – once populated check off the box in the top left-hand corner to highlight all timesheets – click on the “Update status of timesheets if approval chains have changed...” button 

Requisitions – Budget – Expenditures - Requisitions – Search for your Requisitions you need to update – once populated check off the box in the top left-hand corner to highlight all Requisitions – click on the “Update requisitions if approval chains have changed...” button 

Employee Forms – Personnel – Set up – Employee Forms – Results - Search for your Employee Forms you need to update – once populated check off the box in the top left-hand corner to highlight all Employee Forms – click on the “Recompute Approvers...” button