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There are several ways to set up your user reporting structure in Joget. Most of what this material covers will revolve around Organizations and Departments however. Custom configurations and plugin details can be found in the ?Plugins section.

Head of Department

Seeing as users belong to departments, and that departments have their inherent hierarchical structure, the head-of-department (HOD) role plays a big part in how you set up your chain of reporting. Each department can be assigned one HOD and the HOD will play a prominent role in process participants assignments. To assign a user to the HOD role, you can either access the specific user account and select HOD as true, or you could access the department page (Setup Users > Setup Organization Chart > Click on a specific organization > Click on a specific department) and make your assignment there.

Individual reporting structure

In addition to HOD, you can also set a direct superior/supervisor to a specific user. To do this, access the user account (Setup Users > Setup Users > Click on a specific user > Click on Assign Report To). Once there, a popup window should appear allowing you to filter users by Departments and Grades. Note also that the listing that appears will be specifically limited to the data within the organization of the selected user.

Once you find the correct user, simply select and then click on the Assign Report To button at the bottom of the popup.

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