How do I organize Programs by Chapter, Division, or Department?

If your organization has multiple locations, branches, or departments, you can assign programs to organizational units for filtering and reporting.

Available Organizational Units

• Chapter: Top-level organizational division (e.g., regional chapters)
• Division: Sub-unit within a chapter or organization
• Department: Functional area or team
• District: Geographic or political district
• Precinct: Sub-unit within a district

Assigning a Program to an Organizational Unit

1. Open the program
2. On the Program Details tab, find the organizational unit dropdowns
3. Select the appropriate Chapter, Division, and/or Department
4. For political organizations, select District and Precinct
5. Save your changes

Filtering Programs by Organizational Unit

1. Go to Programs > Program List
2. Click Filter List
3. Select the desired Chapter, Division, Department, or District
4. Click Filter List to apply

Sorting by Organizational Unit

On the Program List, use the Sort The List By dropdown to sort by Chapter, Division, Department, District, or Precinct.

Permission Implications

If your organization uses permission-based access by organizational unit, users may only see programs assigned to their chapter, division, or department.

Best Practices

• Establish naming conventions for organizational units
• Assign programs consistently for accurate reporting
• Use filters to manage large program portfolios
• Train staff on which units to select for their programs