1.4 Org Units Hierarchy

WhoBank Admin, Organization Admin

WhereSidebar › Org Units Hierarchy

Permissionorg_unit.manage

Screen titleOrganizational Units Hierarchy

The org hierarchy is a tree of your bank's offices, from the Head Office down to individual branches. It decides:

• where each staff member belongs, because every user is assigned to one org unit;
• which assessments a person can see, because branch-queue visibility follows the branch structure;
• the servicing branch of each loan assessment.

Hierarchy levels

There are five levels. A unit can only sit below a unit of a higher level, and you may skip levels. For example, a branch can sit directly under the Head Office.

Level	Can contain	Typical use
Head Office	Zone, Region, District, Branch	The single top of the tree. Exactly one per bank
Zone	Region, District, Branch	A large geographic grouping
Region	District, Branch	A regional office
District	Branch	A district-level controlling office
Branch	Nothing	Where farmers are served. Always the bottom of the tree

flowchart TD
    HO[Head Office] --> Z1[Zone: Western]
    Z1 --> R1[Region: Pune]
    R1 --> D1[District: Pune]
    D1 --> B1[Branch: Pune East]
    D1 --> B2[Branch: Pune West]
    HO --> B3[Branch: Head Office Branch]

The screen

In this example, Karimnagar District is selected in the tree, so its details and the Add Sub-unit and Edit Unit buttons appear on the right. Add Root is greyed out because the bank already has a Head Office.

Panel	What it shows
Structural Org Tree (left)	Every unit as an expandable tree. Icons show the level: a house for Head Office, a cluster for Zone, Region and District, and a pin for Branch. Each unit has an Active or Inactive tag
Node Details & Operations (right)	Details of the unit you select in the tree, and buttons to act on it

Node Details shows these fields for the selected unit:

Detail	Meaning
Name and Node ID	The unit's display name, and its internal system identifier (shown for support purposes)
Unit Type	Its level: HEAD OFFICE, ZONE, REGION, DISTRICT or BRANCH
Branch ID	Your bank's own code for the unit, or N/A
State, District, Address	Location details, or N/A if not entered
Status	ACTIVE or INACTIVE
Child Nodes	How many units sit directly below this one

Create the Head Office (root)

1. Open Org Units Hierarchy. A new bank shows No organization tree found.
2. Select Add Root. This button is only available while the tree is empty.
3. In Add Root Organizational Unit, fill in the fields (see the field reference). Hierarchy Scoping Level offers Head Office only.
4. Select Add Unit.

Add a unit below another

1. In the tree, select the parent unit.
2. In Node Details & Operations, select Add Sub-unit. Branches do not have this button, because nothing can sit below a branch.
3. In Add Sub-unit to parent name, choose the Hierarchy Scoping Level. Only the levels allowed below the parent are offered.
4. Fill in the remaining fields and select Add Unit.

Edit a unit

1. Select the unit in the tree, then select Edit Unit.
2. Change any field. In edit mode you can also change Hierarchy Scoping Level and Parent Unit. Choosing another parent moves the unit, with everything below it, to a new place in the tree.
3. Select Save Changes.

Moving units changes who sees what

Moving or re-levelling a unit changes which branch queues its assessments and staff belong to. Plan structural changes with operations before you make them.

Deactivate a unit

1. Select the unit and select Deactivate Unit.
2. Confirm with Yes, Deactivate.

SaakhSetu refuses to deactivate a unit while it still has:

Blocker	Message	How to resolve
Active units below it	Cannot delete org unit because it has N active child units.	Deactivate or move the child units first
Active or pending users assigned to it	Cannot delete org unit because it has N active or pending users assigned.	Move those users to another unit in User Management, or suspend them

Deactivated units stay in the tree with an Inactive tag, so their history is kept.

Field reference

Field	Required	What to enter	Rules
Unit Display Name	Yes	The name staff will see, e.g. Pune East Branch	1–50 characters. Must begin with a letter, in any script (English, Hindi and Marathi all work). Cannot be blank spaces
Hierarchy Scoping Level	Yes	Head Office, Zone, Region, District or Branch	When creating: limited to the levels allowed under the parent. When editing: any level
Parent Unit	Edit only	The unit this one sits under, or Root level	Choose a unit of a higher level
State	No	The state the unit is in, e.g. Maharashtra	Free text
District	No	The district the unit is in, e.g. Pune	Free text
Branch ID	No	Your bank's own branch or office code, e.g. PUN-EAST-001	Must be unique across your bank. A duplicate is rejected
Address	No	The office's postal address	Up to 120 characters (a counter is shown)

Use your CBS branch codes

Entering the same Branch ID your Core Banking System uses makes reports and reconciliation much easier later.