Administrators can set up a filing unit so that the attributes of a child unit will roll up to a parent unit. Parent units have automation settings; child units do not. A child unit uses the automation settings and attributes as those of the parent unit; therefore, a child unit has the same automation settings and attributes as those of the parent unit.

A filing unit provides the ability to group units. The Filing Unit is considered the Parent unit. Units that are grouped with the parent unit are referred to as Child units. Currently, the system does not permit multiple tiered filing units.

 

•The unit can remain a parent unit, or it can be designated as a child of another parent unit.

•Once a unit is designated as a parent unit, it cannot be deactivated.

•When using filing units, the unit's attributes are grouped with other units.

•Filing unit reports show the results of the relationship with other units.

•You can designate a filing unit at the jurisdiction level; however, Jurisdiction Filing Unit reports are not available to view.