Tree structures – organizations

 Entities relations

Tree structures in CzechIdM are used primarily for representing of organizational tree of the institution/company. Identities can be placed in tree structures through their Contracted positions.

The basic overview of organizations in CzechIdM can be found in the main tab Organizations in the left menu. There is a graph that represents the organization structure. And there is also a table with the users placed in the structure. If the organization from the tree structure is clicked on, the filter is prepared and the table shows only users belonging under the selected tree node.

 org structure users list

The filter works on the same principal as the one in the tab of the basic menu Users. The next available tab is “Structure elements” which is used for listing, editing or creating structure elements, e.g. adding a new clinic or department to a hospital structure.

 org structure list

If the organization from the tree structure is clicked on, the filter is prepared and the table shows only tree structure nodes belonging under the selected node.

If the tree node structure A is selected in the graph, the table does not contains the node A. It shows all nodes in levels below it

 New org structure

In the tab Organizations, select the subtab structure elements and proceed by clicking the green button Add. Alternatively, Settings → Tree structures → Elements can be used. Next, fill in the basic information about the Organization (Tree element):

  • Structure type – this denotes which tree the organization belongs to. CzechIdM allows defining more than one tree structure. For example, to sort the user by organization placement in one instance and by locations in another, you can create 2 trees. The user can be placed in more trees at the same time. CzechIdM also allows creating one Tree type with many top nodes (roots). This principal is prefered if you want to see the two organization at the same time in the graph.
  • Code – this denotes the unique item identifier in the tree. The code is unique within one structure type.
  • Name – this denotes the displayed name in the GUI of CzechIdM – e.g. in the tab “Organizations”. It must be unique under common parent tree node.
  • Superior element – this denotes a link of the given element to the tree. If the superior element is not filled in, then a creating one is a new root of the tree structure. There can be more roots defined in every structure type.
  • Inactive – this describes whether the organization element is valid. It is only a descriptive attribute.

Automatic roles can be defined either in Organizations → Organization detail → Automatic roles or in Roles → Role detail → Automatic roles. Read more in the Roles chapter.

On a Structure element detail tab panel, there is a tab called Accounts as you can see in the screenshot below. When you access this page, it will show all the Tree nodes that are linked to any object on the connected system.