The organizational tree associated with Compliance Assist provides structure to both content and users. This structure is shared between the Planning site and Credentials site. This is an important concept to point out, as any changes to the org tree will be reflected in both sites.

In many cases institutions may need to change their respective org tree for strategic and organizational purposes (new reporting structure, one unit absorbs another, unit name change, etc...). As such, changes can be made per fiscal/academic year. As units move and change from year-to-year, those changes can be reflected in your organizational.

Because there is an immense amount of complexity regrading the organizational tree within Compliance Assist: shared among sites, data being shared across years or departments, data spanning multiple years and user roles. It is highly encouraged that site administrators speak with their Campus Consultant in order to make changes to the organizational tree.