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.
*You can display (or hide) tabs using the button.
Characteristics property page 
In this page, you can define the main characteristics of an org-unit through the following sections:
*You can display (or hide) sections using the Manage sections button.
Identification section
In the section, you can fill the following fields:
Name
Owner
*If there is a default library, it is displayed in this field. For more details on libraries, see Defining the Work Environment.
Tags
*You can specify keywords using tags. For more details, see Tags.
Internal Entity / External Entity
*An internal org-unit is an organizational element of enterprise structure such as a management, department, or job function. It is defined at a level depending on the degree of detail to be provided on the organization (see org-unit type). Example: financial management, sales management, marketing department, account manager.
*An external org-unit is an external entity that exchanges flows with the enterprise. Example: customer, supplier, government office.
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.
*A person (System) represents a person in the enterprise. This person can be assigned a login and a role (or a profile depending on the connection mode). The login provides access to the HOPEX Application. The role (or the profile) defines the access to product functions and repositories. A system person, if assigned a login, has a specific desktop in each database, and can connect to this desktop from any workstation in a given environment.
*If you cannot see the Responsibility section, activate the System Person management option through Options > HOPEX Solutions > Common Features.
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.
*For further details, see Defining Participants.
Risks section
In this section, you can add risks.
*For further details, see Risks and Controls.
Strategy and Decisions section
In this section, you can create or link the following elements to an org-unit:
Constraints
*For further details, see Constraints.
Key Indicators
Action Plans
Issues
*For further details, see Cause-and-Effect Diagram.
Touchpoints
*For further details, see Identifying 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.
*For further details, see Org-Unit Structure.
The RACI matrix shows the degree of responsibility of an org-unit that participates to a process or an operation.
*For further details, see RACI.
Diagrams property page 
In this page, you can access an existing organizational chart or create a new one.
*For further details, see Creating an Organizational Chart.
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.
*For further details, see Using Workflows.