Meaning of unit details in the organizational structure

Meaning of unit details in the organizational structure

Similar questions:  How to fill up Unit details in the Organizational structure?

  1. 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 this unit.

 

  1. Selection of the correct Unit type influences attributes of what will be possible to do within this specific unit: defining specific owners, members, producing reports, attach inspections, events risk analyses, CAPAs, register or not specific worked hours separately for this unit.  All these attributes are being defined in within the tab  on the left site tool panel

  1.  If you want to create a Unit with certain attributes that doesn’t exist in the list – it can be created in General Settings clicking on
  2. Field  allows to choose the proper Parent unit that the current Unit belongs to and to move it within organizational structure in case it was initially created not in the correct spot of the hierarchy.

By changing Parent unit in this field, you move automatically the Unit to location under the Parent unit that you’ve selected. 

  1. Unit Identifier is optional and might be necessary in case there exist multiple units within same organizational structure with the same name . Since system cannot have two same name Units, an identifier can be used before them (can be an abbreviation of location or a parent unit as an example). This also is necessary to avoid confusion in reports that may be associated with this unit and in Dashboards statistics.

 

    - This section below is allowing to decide what modules of the software will be associated with this Unit. Example can be that if Events are reported as a part of Logistics department events, then all the Child units under Logistics Dept parent should have Events inactivated for their unit.