Organisation

The Organisation tab displays the employees in the firm, showing their positions, who they report to, what their contact details are, what they look like (optional), as well as their primary and secondary procedural documents (i.e. procedures relating to each person’s main responsibilities). To display a person’s details, click on a person’s name in the organisation list.



Right-click on the organisation pane and choose the required view from the drop-down menu:

The organisation pane has four different views, Organisation, Positions, Employees and Team. Organisation displays the organisation structure (as shown above), Position displays team members grouped by their position, Employees displays team members by name and Team displays team members by grouped by their team or teams. 

You can also search for documents in the Organisation area, based on keywords, by typing into the search field.
You can scroll through the search results list using your mouse, the scroll bar on the right of the screen, or by using the up and down keys. The Status Bar will also show any news or review items that you have - click on these will take you to the appropriate list.

To open a document, highlight the row and press Enter, or double-click the row.

To clear a search results list, either press the Esc key or click the 'X' button next to the search field.

By default, the items displayed in the search list are sorted in alphabetical order by the title. To sort by any other column, click the column title.




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