Creating Administrative Units

An administrative unit is a set of eligibility rules that applies to a group of clients.

Click File > Ancillary Data > Para > Organizations > Administrative Units.
Table 1. Administrative Unit Ancillary Data
Field Description
Abbr Abbreviation of the administrative unit.
Name Full name of the administrative unit.
Adm. Unit Parent administrative unit of which the newly created administrative unit will be a subgroup.

For reporting, you can group a number of administrative units under one master administrative unit.

SecGroup Name Security Group Name to assign the security permissions of that group to the administrative unit.

If the Enable Client Filtering property (found in Tools > System Properties, on the Profile tab, under PASS Booking Client) is set to Yes, only users belonging to this user group can see clients attached to this administrative unit.

Object Type When the administrative unit is applicable to a group of clients, select the Client object type (a client-related Object ID is required).
Object Id Specific identification number of the object.

Typically, this is the client ID of the Master Client record where eligibility rules are defined. Populating this field associates the administrative unit with a Master Client record.

Cert on the fly Conditions used when a user from the specified user group creates a certification on the fly.
Roll Out Fields Fields that will be affected when a roll out is made.
Callcenter for WebBookings The security user group assigned to the Administration Unit.