Organization Structure

The Organization module lets you define your company's structure — departments, job roles, staff members — and visualize it with an interactive org chart.

Sidebar location: Organization section (Org Structure, Staff Directory, Org Chart)

Manage your department hierarchy with parent-child relationships.

The module is organized into four tabs:

Departments Tab

Manage your department hierarchy.

Creating a Department:

Field	Description	Required
Name	Department name	Yes
Code	Short code (e.g., "QA")	Yes
Description	What this department does	No
Department Type	Category (configurable)	No
Parent Department	Select a parent for hierarchical organization (e.g., "Engineering" under "Operations")	No
Head Role	The job role that leads this department	No
Status	Active or Inactive	No

Departments are displayed in a tree view showing the parent-child hierarchy visually.

Job Roles Tab

Define job roles within your organization.

Creating a Job Role:

Field	Description	Required
Name	Role title (e.g., "Quality Manager")	Yes
Department	Which department this role belongs to	No
Reports To	Which role this position reports to (for org chart hierarchy)	No
Responsibilities	Key responsibilities (rich text, sanitized)	No
Authorities	What this role is authorized to do (rich text)	No
Required Competencies	Skills and knowledge required (rich text)	No
Status	Active or Inactive	No
Is Top Management	Toggle on for top management positions	No

Staff Directory Tab

Maintain your staff register with employee details and linked user accounts.

Maintain your staff register.

Creating a Staff Record:

Field	Description	Required
Full Name	Employee's full name	Yes
Employee ID	Company employee number	Yes
Email	Email address	No
Phone	Phone number	No
Hire Date	Date of hire	No
Department	Which department they belong to	No
Status	Active, Inactive, or On Leave	No
Linked User	Link to a FlowQMS user account (for login access)	No

Org Chart Tab

Visualize your organization's reporting lines and department hierarchy.

An interactive visual organization chart showing:

• Department hierarchy (parent-child relationships)
• Job roles within each department
• Reporting lines between roles
• Staff assigned to each role

Navigate the chart by clicking and dragging, zooming in/out, and clicking on nodes to see details.