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.
Click Action > Add.
Result: The Organization Unit (OU) 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. Select DEFAULT if this field is not needed.

NOTE: The unit head is the actor 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.

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 specify whether the Org Unit Sub Type is Internal or Supplier. Then 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.

Click the Save button.
Result: The new organization unit has been added and the Organization Unit window is displayed. Click the arrow icon next to the organization unit and select Detail. If the organization unit is a supplier, then the user is redirected to Supplier Master Setup. Otherwise, the following default tabs are available in the Organization Unit record:

NOTE: From the top menu, click Action and then select an option to modify the information in the tabs.

Tab	Description
Detail	The Detail tab contains all of the details about the organization unit, such as unit head and org unit type.
Physical Address	This tab is used to modify the organization unit’s address information.
Operation	This tab is used to add or modify operation information for the organization unit.
Machine	This tab is used to add or modify machine information for the organization unit.
Hierarchy	This tab is used to add or modify hierarchy information for the organization unit. Multiple parents can be added for org units in the hierarchy from levels 6-10. For org units in the hierarchy from levels 1-5, this tab will be view only.