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.

From the SmartSolve Portal Page, click the Home tab.
In the Setup and Policy section, click Setup.
In the Organization Unit section, click Organization Unit.
Result: The Organization Unit (OU) window is displayed.
Right click and select Add.
Result: The Organization Unit (OU) entry window is displayed.

Enter the code for and name of the new organization unit.
Enter or zoom to select the code of the org unit head. Enter 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.

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

NOTE: If DEPARTMENT is selected, the administrator must select the parent site to which the department belongs. 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.

Click the Save button.
Result: The new organization unit has been added and the list of org units is displayed.