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
• 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.
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.
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.

For further details, see
RACI.
In this page, you can access an existing organizational chart or create a new one.
In this page, you can see the record of changes made related to the selected org-unit.
In this page, you can access the workflow related to the org-unit.