Users can select the unit(s) they belong to either in their user profile or when filling out an application. If the latter, then the selection in the application will automatically update their user profile. To add an additional affiliation or appointment, users would select the appropriate unit in the Secondary Organization field. Super Administrators and Global Administrators are able to make these profile selections on behalf of other users.
Below are descriptions of use cases for the Participating Organization Hierarchy to make sure you’re getting the most out of this functionality:
Primary Uses
1. Classifying competitions - Administrators can select entries from the Participating Organization list on the Details page to target specific groups of potential applicants. The selection(s) will be included in reports about the competition.
5. Managing applications - Administrators can sort and filter applications in the Application Grid by Primary Organization to take action on applications with the same affiliation in batches. The filter also allows admins to select multiple options at once.
Advanced Uses
Example 1:
Example 2:
2. Department-Driven Routing Steps (DDRS) - If you want to automatically assign specific reviewer roles (e.g. Department Chairs or Deans) to a routing step based on the applicant’s department, you can do so with DDRS. This feature maps designated reviewers by role to different levels in the Organization Hierarchy. The reviewer list can be edited in real-time within the system.
The Participating Organization Hierarchy is a feature available for all Levels of Service. If you’d like to set it up for your site or for additional technical questions, contact support@inforeadycorp.com.
