An organisation type is an extra label you can add to an organisation to categorise it. For example, you could have an organisation type of 'Department', one for 'Project', and one for 'Location' to distinguish different types of organisations within your company.
If you wish to associate a type with an organisation then you will first need to create one by following these steps:
- Go to Quick-access menu > Organisations.
- Click Manage types.
- Click Add a new type.
- Complete the required fields.
- Click Save changes.
Your type can now be used to classify organisation items in your framework(s).
Next steps
- Edit an organisation type
- Delete an organisation type
- Assign types to an organisation
- Reclassify organisations in bulk
The Totara Academy has a whole course dedicated to using Positions, organisations and job assignments in Totara. Here you can learn more on how to use hierarchies and job assignments, see best practice, and give it a go yourself.
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