Trees are hierarchical data models that you can use to organize data, apply business rules, control data access. You can use the hierarchy to manage data at various levels of the organization.
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In the Setup and Maintenance work area, go to the Manage Organization Trees task in the Workforce Structures functional area.
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On the Manage Organization Trees page, click Create Tree.
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On the Specify Definition Page, enter the following values and Click Next. Name = Corporate Tree Structure, Code = Corporate Tree Structure
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On the Specify Labels page, click Next.
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On the Specify Access Rules page, click Submit. The application creates a tree with name Corporate Tree Structure.
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On the Manage Organization Trees page, search for Corporate Tree Structure tree.
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Select the Corporate Tree Structure row and click Create Tree Version.
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On the Specify Definition page, enter the following details and click Next. Name = Corporate Tree Structure Version 1, Effective Date = <system date>.
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The application displays a confirmation message. Click OK to create nodes within the tree version.
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On the Specify Nodes page, click Add. And then on the Add Tree Node window, click Search.
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On the Search Node window, enter Vision Operations in the Name field and click Search.
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From the Search Results, select Vision Operations with classification as Business Unit and Click Add Tree Node. On the Specify Nodes page, you can see the Vision Operations Node.
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Select the Vision Operations Node row and click Add to add a child node.
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On the Add Tree Node window, click Search. On the Search Node window, enter Operations East in the Name field and click Search.
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From the Search Results, select Operations East with classification as Department and Click Add Tree Node. On the Specify Nodes page, you can see the Operation East node created under the Vision Operations node. Similarly, Create Operations West node under Vision Operations node.
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Click Submit. Click OK on the confirmation message.
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Select the Corporate Tree Structure Version 1 row and from the Actions menu, click Set Status Active. When you click Active, the application displays Manage Organization Trees page.
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On the Manage Organization Trees page, click Online Audit. Once the audit completes to 100%, click OK.
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Click Done.
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Select the Corporate Tree Structure Version 1 row and from the Actions menu, click Flatten Row Flattening. Row flattening is done to denormalize the tree. When you click Row Flattening, the application displays Manage Organization Trees page.
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On the Manage Organization Trees page, click Online Flattening. Once the flattening completes to 100%, click OK.
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Click Done. The organization hierarchy is ready to use in the application.