In Simple Maintenance, the different elements in an organizational plan are visually represented by a tree. The different branches illustrate the relationships among different objects. The tree structure is not just a presentation tool. You can also use it to build and maintain plans with speed and simplicity.
The tree structure presents clear advantages for maintaining plans. You can:
You can adjust the tree structure display so that it shows different types of information. For example, you can adjust it so that it displays validity periods for objects, or for relationship records.
Expanding the Tree Structure
Organizational plans are displayed in a tree structure in Simple Maintenance.
Expand the tree structure if you want to display the branches underneath the selected object. Depending on the screen you have chosen (Organizational structure or Staff Assignments, forexample) and the position of the cursor the relevant organizational or reporting structures will be displayed. To display the whole structure you must select the root object.
The system displays the complete structure underneath the selected object.
Compressing the Tree Structure
Organizational plans in Simple Maintenance are displayed in tree structures. You can compress the tree structure if, for example, you want a better overview, all branches underneath the selected object disappear.
The system hides the substructure underneath the selected object.
Printing Tree Structures
Using different views, you can determine the how structures and objects from your organizational plan are displayed in the tree structure and in so doing, how it is printed.
Selecting Additional Information
From the Organizational Structure..., Staff Assignment... or Task Profile... screen you can select various types of additional information by choosing View. This information is displayed for objects in your organizational plan that you wish to edit in the tree structure.
You are in Simple Maintenance, in Expert mode. The system is set up in such a way, that the short text description, that is, the names of the objects are displayed in the tree structure. You can, however, display the following information:
If the tree structure containing the additional information is not displayed completely, use the scroll function, or increase the size of the screen.
This type of additional information enables you to assign relationships between object weighting or staffing percentages on the Change Staff Assignment or ChangeTask Profile screen.
Switching to Infotype Maintenance
You can perform infotype maintenance, such as creating, changing, or deleting infotype records, while working in Simple Maintenance. To do so, you must request an object description for a selected object, and then maintain the infotype on the Maintain Plan Data: Select Infotype screen. (Workflow users do not need to perform much infotype maintenance.)
However, be aware that changes made there are not automatically updated. You can manually update infotype information using the Refresh options.
When you refresh information, the system re-extracts information from the database. If you need to perform a lot of infotype maintenance, consider switching to Infotype Maintenance.
Switching to Structural Graphics
Organizational plans are displayed in a tree structure in Simple Maintenance. You can switch to Structural Graphics to view or maintain a structure in a graphical format.
Selecting Editing Periods
By entering an editing period you limit the objects in your organizational structure that you can edit or display to those who are valid in the period.
The system sets an editing period which always begins with the current date. You can, however, overwrite the preset data. The system always suggests the editing period you have previously chosen if a validity period is required, when creating a new object, for example. You can overwrite this suggestion.
The tree structure is displayed, where you can continue to edit. Alternatively, you can insert the editing period in any screen in Simple Maintenance which displays the tree structure. Select View _ Editing Period. The Editing Period dialog box appears, where you can make your entry.
Switching between Display and Change Mode
When you access Simple Maintenance you choose an editing mode (Simple Maintenance _ Basic Organizational Plan _ Create, Change or Display) You can switch between display and change mode in the screens in which your Organizational Plan is presented as a tree structure. In change mode, you can edit the objects shown in a plan, but in display mode, no changes are allowed.
To switch between change and display mode, choose Organizational plan _ Display <-> Change.
The screen title changes to Display or Change, as appropriate. The system adjusts the options offered in the toolbar, according to your selection.
If you do not have sufficient authorization to work in maintain mode, the system defaults to display mode.
Switching Between Simple Maintenance Screens
Using this function you can switch from one screen to another in Simple Maintenance, if you want to plan staff assignments for positions according to your organizational structure, for example.
You can easily move among the different areas and screens within Simple Maintenance using the Goto features. depending on your location in the system, there may be a toolbar option that allows you to change screens.
Depending on your location, and what you are doing, you may also need to select the object you want to work with in the next screen. For example, to move from the Organizational Structure screen to the Staff Assignments screen, you must first select an organizational unit, and then follow the above steps.
Searching for Objects
Use the search function when working with a complex organizational structure in order to locate objects quickly. Searches are carried out by text, the system looks for a text for each object (the object name and the object abbreviation).
The system only checks for objects that are displayed in the tree structure at the time of the search. The system does not search in any compressed branches of the tree structure. To change the tree structure see Expanding the Tree Structure.
You can work with Simple Maintenance using one of two different views – the overall view or the human resources view. Different views were introduced because Simple Maintenance serves two communities of users – SAP Business Workflow and Human Resources (HR) users.
The difference between the two views hinges on tasks and task profiles. The types of tasks in Human Resources (HR) are different to those used in the SAP Business Workflow. Consequently, the contents of task profiles and some functions vary between the two views.
Differences Between Simple Maintenance Views
For ease of use, Simple Maintenance handles work using the minimum of different screens. Each screen handles a specific set of activities. For example, in the basic organizational plan area, the Change Organizational Structure screen handles only those activities related to organizational structures.
In Simple Maintenance, you work with three main screens:
The Change Organizational Structure screen acts as the foundation screen in Simple Maintenance. Your activities always begin there. You can then switch to the other screens in Simple Maintenance, as appropriate.
The Change Organizational Structure screen allows you to build up and maintain the organizational structure for your organizational plan. This is achieved by creating and maintaining organizational units. When you create organizational units in Simple Maintenance, you also automatically create the relationship records that link the units.
The Change Staff Assignments screen allows you to identify the staff assignments required for an organizational plan. This is achieved by creating jobs and positions, and by assigning holders to positions.
When you create positions on the Change Staff Assignments screen, you also automatically create the relationships records that link positions with organizational units. If you create positions by copying jobs, the system creates the relationship records that link positions and jobs.
However, one position will not automatically be designated as the leader of an organizational unit. For these types of relationships to be created, you must make the appropriate selections from the tree structure, and from the menu.
To focus on a single unit, choose the desired organizational unit on the ChangeOrganizational Structure screen. The Change Staff Assignments screen appears, displaying details for the selected unit only.
The Change Task Profile screen allows you to create, maintain, and view task profiles for:
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