The Organizations section covers the administration of organizational units, i.e., all companies and their structures (subsidiaries and departments).
Each organization can therefore be structured as needed within a unique, arbitrarily deep tree structure, always starting from a “top-level organizational unit.”
The goal is to assign locations, people, and other information to each organizational unit. The information regarding which branch of the tree the assignments belong to is always clear through referencing; that is, for a person, it is always clear—regardless of how “deep” they are assigned in the tree structure—to which parent company they belong.
Organizational units can only be deleted if there are no references to a ticket and all master data references have been removed (locations, people, users, sub-organizational units, prices). Deletion is performed using the button at the top of the list:
The following data can be managed for each organizational unit:
Header
•Titel: Anzeige Name, Org.-Einheits Typ, eindeutige Nummer und Klasse der Org-Einheit
•Zustand: Orgneinheit ist Aktiv oder Inaktiv (Informatorischer Charakter)
Properties
•Organizational Unit Title (required field): A custom name assigned to the organizational unit
•Customer Number (required field): A unique number for the organizational unit. This number must not be assigned more than once to ensure that imports can always be performed with unique mappings for organizational units. You can also use the button next to it to automatically generate a customer number
•Organizational Unit Type (required field): Allows you to select whether it is an actual organizational unit or a department. This distinction is relevant for various filters.
•Industry, Class: purely informational fields; currently not used in any other process
•Tax ID: purely informational field; currently not used in any other process
•Assigned SLA: Assignment of an SLA contract to the organizational unit. This SLA is used when a member of this organizational unit opens a ticket. If no SLA is assigned to a subordinate organizational unit, the SLA from the top-level organizational unit is used. Therefore, if only one SLA is to apply to a company as a whole, it need only be entered at the top-level organizational unit. The applicable SLA contract can only be stored via the organizational unit. In the SLA contract, you will only see the list of assignments for informational purposes.
•Primary Location: Define a primary location for this organizational unit if there are multiple locations. Locations are for informational purposes only and are used, if necessary, to assign personnel or assets.
•Email/Website: Fields for informational purposes, if needed.
Hierarchy
The hierarchy is the tree structure of the organizational units. New branches can only be added manually from the top down within the tree structure.
•Top-level organizational unit: Displays the top-level organizational unit in the tree structure. If the field contains the current organizational unit, the current organizational unit is also the top-level organizational unit.
•Parent organizational unit: Displays the organizational unit directly above the current one in the tree structure. If this field is empty, the current organizational unit is also the top-level organizational unit.
•Subordinate Organizational Units: Displays the list of subordinate organizational units. These can be manually created, added, or removed using the function buttons to the right of the list. Note: An organizational unit may not appear twice within a tree based on its title
Locations
The list of locations displays all locations recorded for the organizational unit. These can be added manually. One of these locations can be designated as the main location (see above).
Persons
The list shows all users (active or inactive = crossed out) who are directly assigned to this organizational unit. Using the “Show all users, including sub-organizational units” function loads all existing users, including those from subordinate organizational units, into the list.
Costcenter
Any number of cost centers can be entered and assigned to an organizational unit. Cost centers currently serve only an informational purpose in the system and are not yet actively used in any processes.
Assigned Assets / Services
Displays a list of all assets directly assigned to this organizational unit.