Define Org-Unit properties
To access org-unit properties:
1. From the org-unit list, click the Properties
icon related to the selected org-unit.
The Overview property page appears.
2. Use the tabs to access the different property pages.
button. Characteristics property page
In this page, you can define the main characteristics of an org-unit through the following sections:
Identification section
In the section, you can fill the following fields:
• Name
• Owner
• Tags
• Internal Entity / External Entity
• Org-Unit Type
There are several types of org-units:
• Supplier
• A "Institute" org-unit represents a permanent organizational body created for a usually non-profitable purpose such as education, art, or science.
• A "Company" org-unit represent a legal entity such as the company itself, one of its subsidiaries, another partner company, etc.
• Public Department
• A "Structure" org-unit represents a company department. Example: Sales Department.
• A "Function" org-unit represents a job title. Example: Sales Representative.
• A "Manager" org-unit represents the manager of a department. Example: Sales Manager.
• A "Generic" org-unit represents a role to be played during a procedure. Examples: Writer, Approver, etc.
• E-mail
• Description
Components section
In this section, you can see / add lower rank org-units to the selected org-unit.
Responsibilities section
In this section, you can connect a Person (System) to an Org-Unit.
Scope section
This section enables to see the processes and operations the org-unit is involved in as a participant.
Participants section
In this section, you can see which participants the org-unit is connected to.
Risks section
In this section, you can add risks.
Strategy and Decisions section
In this section, you can create or link the following elements to an org-unit:
• Constraints
• Key Indicators
• Action Plans
• Issues
• Touchpoints
In the Attachments section, you can access all documents related to the selected org-unit.
Reporting property page
In this page, you can access saved reports or create new ones.
• The Structure report details the organizational structure, the responsibilities and the sites associated to the list of org-units specified in parameter.
• The RACI matrix shows the degree of responsibility of an org-unit that participates to a process or an operation.
Diagrams property page
In this page, you can access an existing organizational chart or create a new one.
Activity Feed property page
In this page, you can see the record of changes made related to the selected org-unit.
Workflow property page
In this page, you can access the workflow related to the org-unit.