Creating Organization Units

When creating organization units, it is important to follow the configurations applied in your organization hierarchy setup. The organization hierarchy must be configured before the organization units are created. For additional information, see Organization Hierarchy.

1. From the SmartSolve Portal Page, click the Admin tab.
2. Click Setup and then, in the Organization Unit menu, click Organization Unit.
   Result: The Organization Unit (OU) window is displayed.
3. From the top menu, click Action > Add.
   Result: The Organization Unit (OU) entry window is displayed.

4. Enter the code for and name of the new organization unit.
5. Enter or zoom to select the code of the org unit head. Select DEFAULT if this field is not needed.

NOTE: The unit head is the actor(employee) in your organization who is responsible for this organization unit, such as Director of QA if the organization unit is QA. This field is required because it may later be used for escalation.

6. Click the Org Unit Type drop down button and select the type of organization unit. For information on configuration, see Org Unit Types.
   

Org Unit Type	Instructions
DIVISION	If DIVISION is selected, the administrator must select the parent organization to which the division belongs.
SITE	If SITE is selected, the administrator must select the parent division to which the site belongs.
DEPARTMENT	If DEPARTMENT is selected, the administrator must select the parent site to which the department belongs.
WORKCENTER	If WORKCENTER is selected, the administrator must select the parent department to which the workcenter belongs. Also, if needed, a production line can be attached to the workcenter.

7. Click the Save button.
   Result: The new organization unit has been added and the Detail of the org unit is displayed. Click the Organization Hierarchy link to display the organization hierarchy in tree view.

See Also

Viewing Organization Hierarchy

Creating Operations

Org Unit Types