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Delegate Dashboard

  • Delegate Dashboard
  • Filtering
  • Organizational Units

Organizational Units

Organizational units reflect the setup of your school system.

Assigning an Exception List to a Delegate Organizational Unit

You can assign an exception list to a specific delegate organizational unit (OU).

To assign an exception list to a delegate OU

  1. Click Filtering from the Main Menu and then click Organizational Units from its sub-menu. The Delegate Organizational Units screen appears.

    Delegate OU Screen

  2. Click the Expand Tree Iconicon to expand the tree.

  3. Click the Edit Icon icon to the right of the desired OU. A window opens for that OU, as shown below.

    Delegate OU Edit Screen

  4. Select the exception list from the Exception List drop-down list.

  5. Click Save. You are returned to the Delegate Organizational Units screen. Note that the selected exception list appears in the Exception List column for that OU.