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The Organization structure section is used for configuring the creation and management of new organizations. It allows for the creation of the organization structure, editing existing organizations, and viewing the history of changes within the organization. From this level, it is also possible to define which information from a user's organizational profile should appear in the Assignee Details and Reporter Details panels on tasks.
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The Show in issue panel allows for selecting which information from the profile of the assignee and reporter should appear in the panel on Jira tasks and what range of information should be displayed when selecting a person on the organizational chart.
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The selected information will also be presented when scanning a QR vCard.###
Creating a New Organization
To create a new organization, in the Organization structure screen, select Add new organization:
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Fill out the form to create a new organization:
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The required fields are the Organization Name and Organization Key (abbreviation). The Organization Description is optional.###
Creating the Organization Scheme (Organization Levels)
To define the organization scheme by creating its levels, select Configure Organization levels from the Action menu of a previously created organization:
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In the first step, add the main organization level (e.g., Organization Management):
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Fill out the form by providing the Organization Level Name, Organization Level Abbreviation, and the Manager of the created level:
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To create lower organization levels, select the Add option where you want to create the level:
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Fill out the form by providing the Level Name, Level Abbreviation, Level Manager, and Supervisor of the level manager (the list of supervisors is limited to people from the higher level):
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Viewing the History of Changes within the Organization
The add-on automatically records the history of changes made within the organization. To view the history of changes, select the History changelog option from the Action menu of an organization on the list:
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This will display a window with information and the option to export data to CSV/XLS:
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