Summary: The Places Dashboard is the primary interface for managing organizational structures within Onahiri. This document provides details on how to navigate and utilize this interface effectively.

Interface Overview

The Places Dashboard is divided into multiple key sections:

1. Navigation Controls – Top toolbar with view options and actions
2. Organizational Unit Tree – Hierarchical view of organizational units
3. Organization Chart – Visual representation of the organizational structure
4. Unit Details Panel – Detailed information about the selected unit
5. Action Buttons – Controls for managing organizational units

View Options

The Places Dashboard offers two main views for organizational units:

Tree View

The Tree View presents organizational units in a hierarchical list format:

• Expandable/collapsible nodes for navigating the hierarchy
• Indentation to indicate parent-child relationships
• Quick access to unit details and actions
• Efficient for navigating large organizational structures

Chart View

The Chart View displays organizational units in a visual org chart format:

• Boxes representing organizational units connected by lines indicating reporting relationships
• Visual representation of organizational hierarchy
• Interactive elements for selecting and expanding nodes
• Better for visualizing overall organizational structure

Navigation

To navigate the Places Dashboard:

• Use the view toggle buttons to switch between Tree and Chart views
• In Tree View:
  • Click the expand/collapse icons to show or hide child units
  • Select a unit to view its details in the details panel
  • Use breadcrumbs at the top to navigate back to higher levels
• In Chart View:
  • Click on units to select them and view details
  • Use zoom and pan controls to navigate large charts
  • Use expand/collapse controls to manage the display complexity

Unit Management

The Places Dashboard provides the following unit management functions:

Adding Units

1. Select the parent unit where you want to add a new child unit
2. Click the “Add Unit” button
3. Enter the unit details in the dialog:
   • Unit name (required)
   • Unit code (required)
   • Unit type
   • Other optional fields
4. Click “Save” to create the new unit

Editing Units

1. Select the unit you want to edit
2. Click the “Edit” button or edit directly in the details panel
3. Modify the unit details
4. Click “Save” to apply your changes

Moving Units

1. To reorganize units, use the edit function to change a unit’s parent
2. Select the unit to move
3. Open the edit dialog
4. Select a new parent unit
5. Save the changes to update the organizational structure

Unit Details Panel

The Unit Details panel contains comprehensive information about the selected organizational unit, organized into tabs:

1. Details – Basic information about the unit
2. Charter – Mission, vision, and purpose documentation
3. Responsibilities – Key responsibilities assigned to the unit
4. Processes – Processes owned or managed by the unit
5. Resources – Resources associated with the unit
6. Documentation – Documents related to the unit

Each tab provides specific tools for managing that aspect of the organizational unit.

Best Practices

For optimal use of the Places Dashboard:

• Establish a clear naming convention for organizational units
• Maintain a consistent hierarchy depth across the organization
• Regularly update unit charters and responsibilities
• Document all major organizational changes
• Use the documentation section to store relevant files
• Review the organizational structure periodically to ensure it remains current