Attributes of Unit types and creating a new Unit type

Attributes of Unit types and creating a new Unit type

Similar questions:  How to add a Unit type to the drop-down list in Unit details?

The idea behind types of units in CONFORMiT software is to control what items can or cannot be associated with it: Events, Inspections, Non-compliances, Risk Analyses, Hours worked, have specific owners and members. All these attributes can be active or inactive for a certain unit type. When inactive they’re being inherited from the Parent unit, except for manual input of Hours worked that are when deactivated calculated as a sum of hours worked of all Child units (in case they exist). 

  1. Unit types with their attributes can be viewed and modified in  selecting OrganizationUnit types in the Settings menu

  1.  In the window below we can view Attributes of certain unit types that exist, activate or deactivate them (if these rights are provided to us within Users and rights tab


To consult information what difference does it make if a certain attribute is active or not for a certain Unit type, place your cursor on the sign near the Attribute description and you will see the bubble window with explanation 

 

  1.  Creating a new Unit type is possible for those users that have such rights in their Users & rights provided by administrators of your company. To start click on  
  1. In the window that will open name the Unit type and define Attributes (what can be associated with it)

 

  1. As you click on   it will appear in the list of Unit types and its attributes can be changed from there too



    • Related Articles

    • How to create and move Unit in the organization ?

      How to create and move Unit of the organization Similar questions:  How to change the parent unit?    Hierarchy of units influences graphs on Dashboards and statistics in reports. Therefore, it is important to build Organizational structure of the ...
    • Meaning of unit details in the organizational structure

      Similar questions: How to fill up Unit details in the Organizational structure? Unit details describe characteristics of this organization part, its location within the structure, and what can be associated with it, whether reports can be produced by ...
    • How to populate hours worked for the Unit?

      Similar questions: What is influenced by hours worked? By default, hours worked for the new unit have an option selected to be the Cumulative for all sub-units. When there are no sub-units or hours are being populated in the table manually for each ...
    • How to add a person to the list of personnel while creating a new user?

      How to add a person to the list of personnel while creating a new user? Similar questions:  How to add a person to the list of personnel without having to go from Users to Personnel? In order to add or modify users or list of personnel in CONFORMiT ...
    • Unit owners and members: functions, adding, deleting,

      How to add a unit owner and a member? Similar questions: What is the difference between unit owner and unit member? Unit Members can: - associate events, CAPAs, inspections and risk analyses to the Unit where they’re members Unit Owners: - all ...