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.