Use the Org Structure Change Form
This article explains how to merge/delete units or request a parent unit change after Setting Up the Organizational Structure. To make these changes, Administrators must download and complete the Org Structure Change Request Form.
Filling out the Org Structure Change Request Form
1. Download the Org Structure Change Request Form and complete the desired tab based on the Subunit Information under Administration > Setup > Organizational Structure > Edit desired section
Org Structure Change Request Form |
Subunit Information |
- The Unit Abbreviation and Unit Name can be found under the General Information section.
- The Environment of Change can be identified by either the Database ID (DBID) or the Tenant ID, found at the end of the URL on the homepage.
| Request Form Tab | Details |
|---|---|
| Merge |
Merges two units and transfers all associated data (Faculty, Course Prefixes, Committees) from the unit to be deleted to the unit being retained. You must complete the Delete Unit Request Form tab if you wish to delete the merged unit. |
| Change Parent Unit | All data and subunits associated with the unit being moved will be preserved. |
| Delete |
In order for a unit to be deleted, all associated data must first be merged with a unit slated to be retained. Deleting a unit requires a:
|
2. Once the form is completed, download a copy and submit it to help@interfolio.com.
3. After changes are made by the Interfolio Tech Services team, update the unit name and abbreviation in all relevant base data files (Faculty, Course Prefixes, Committees, Current Positions, Secondary Unit Assignments, and Support Accounts).
Previous designations and related data will not be retained and will be associated with the new unit name.
FAQ
Will migrating a unit's data during a unit merge compromise ongoing evaluations?
It is recommended to migrate data after evaluations to avoid any potential issues.