Organizational Units

Customers can be assigned to a Company within the system. This can be refined by allocating the Customer to a Department, and if relevant, to a specific Room. This information is stored within the Organizational Unit details.

 

 

Organizational Unit Filters

The Organizational Unit list can be filtered to display the following views:

System List Filters

Description

Organizations

Shows the Companies supported by the service desk.

Org. Units

Lists all Departments included within Companies.

All

Lists complete Org Units, with Company and Department names.

 

To change the List View, select the relevant option from the Filter list.

orgunits_list.png

 

Organizational  Units and External Authentication

Organizational Unit relationships can also be mapped from an authentication server. By default this is not enabled. To activate Customer Organizational Unit mapping, as an Administrator go to the Advanced tab for the selected authentication server within  Admin>Setup>Authentication. Select Yes for the Import Customer Organizational Units option.

import_org_unit.png

 

Details Tab

Use the Details tab to create an Organizational Unit.

 

Creating an Organizational Unit

To create an Organizational Unit:

  1. Select User>Organizational Units

  2. Click New

  3. Complete the Organizational Unit Name

  4. Select Organizations or Org. Units within the Filter drop-down list

    create_ou.png

  1. Enter other details, if required

  2. Select Handshaking override option, if relevant
    If the System Default Handshaking Close Action days is to be adjusted for the Org. Unit, select Yes in the Handshaking Override field. Enter the  number of Days to lapse before a request will close if the Customer does not respond to the handshake email notification.

  3. If appropriate, set the Partner Organization
    (The Partner Organization is an external service provider that includes Partner Users who can manage requests logged with the system for Customers associated with the Company or Department being created.)

  4. Click Save.

 

Primary Contact

When multiple Customers are assigned to an Organizational Unit, a Primary Contact person can be allocated for the Org Unit. This is the preferred person the Service Desk will contact for issues relating to the Org Unit.

 

To assign a Primary Contact:

  1. Select User>Organizational Units

  2. Select an Org Unit Name
    The Details tab is displayed. If Customers have been assigned to the Org Unit a Primary Contact field will be visible.

  3. Within the Details tab, click Edit
    The Find Customer box is displayed. (Note that this search is only visible when Customers have been assigned to the Org. Unit)

    primary_contact.png

  4. Search for the Customer
    To view all available Customers click Search without entering a Customer last name in the search field.

  5. Click the Customer name to assign them as the Primary Contact

  6. Click Save.

 

Default Item

When an Organizational Unit owns multiple Items, within the Default Item field an Item can be used as the one to be automatically applied to all requests created via email for the Organizational Unit.

 

To assign a Default Item:

  1. Select User>Organizational Units

  2. Select an Org Unit Name
    The Details tab is displayed with the Default Item visible at the bottom of the first column.

  3. Within the Details tab, click Edit
    The Find Item box is displayed.

    find_item_ou.png

  4. Search for the Item
    To view all available Items click inline_search.png without entering an Item Number in the search field.

  5. Click the Item Number link to assign it as the Default Item

  6. Click Save.

 

Customers Tab

This tab displays all Customers assigned to the Organizational Unit. Customers cannot be added within this screen, as they are allocated to Org. Units when they are created or through the User>Customer>Customer Information screen. The list can be filtered based on Customers directly assigned to the Org. Unit, or all Customers associated with Company Org. Units including those associated with related Departments.

ou_customers_tab.png

 

Technicians Tab

The Technicians tab allows support technicians to be assigned as key support staff for an Org. Unit. This means when requests are created, the system checks if the Item’s Organizational Unit has Technicians assigned to service its request. If so, the request is routed to a Technician assigned to the Org. Unit.
 

Assigning a Technician to an Organizational Unit

To assign a Technician to an Organizational Unit:

  1. Select User>Organizational Units

  2. Select Org Unit Name

  3. Move to the Technicians tab

  4. Click Edit

  5. Click New

    ou_techtab.png

  1. Select a Technician name from the drop-down list

  2. Click Save

  3. Select Done.

 

Deleting a Technician Assignment

To delete a Technician assignment:

  1. Select User>Organizational Units

  2. Select the Org Unit Name

  3. Move to the Technicians tab

  4. Click Edit

  5. Tick the checkbox next to the Technician name

  6. Click Delete

  7. Click Done.

 

Departments Tab

The Departments tab allows Company group information to be refined. Departments are created for a Company within the Departments Tab.

 

Creating a Department

To create a Department:

  1. Select User>Organizational Units

  2. Select Org Unit Company Name

  3. Move to the Departments tab

    ou_add_dept.png

  1. Click New

  2. Enter the Department Name

  3. Enter other details, if required

  4. Select Handshaking override option, if relevant
    If the System Default Handshaking Close Action days is to be adjusted for the Org. Unit, select Yes in the Handshaking Override field. Enter the  number of Days to lapse before a request will close if the Customer does not respond to the handshake email notification.

  5. Click Done
    The system will move to the Department Editor, to allow Rooms to be added to the Department.

    ou_added_dept..png

  6. Select the Rooms tab if Rooms are to be added immediately

  7. Click Edit

  8. Select New

    ou_dept_rooms.png

  9. Enter the Room details

  10. Click Save

  11. Click New to add another Room or select Done.

    ou_rooms_added.png

 

Edit a Department

Department details are edited through the Org. Units Filter of the Organizational Unit list.

 

To edit a Department:

  1. Go to User > Org Units

  2. Select the filter option Org.Units (sys)

  3. Select a Department from the list provided

  4. Click Edit

  5. Modify the details as necessary

  6. Select Save.

 

Rooms Tab

To expand Department details, Room locations can be created. This allows Customers to be assigned to specific locations within an Organizational Unit. The Rooms tab is only visible for Department Org Units that are accessed through the Org.Unit filter of the Org Unit list.

ou_rooms_tab.png

 

Adding a Room to a Department

To add a Room to a Department:

  1. Within the Organizational Units list select the Org.Units filter

    org.unit_filter.png

  2. Select the relevant Department/Org.Unit link

  3. Move to the Rooms tab

  4. Click Edit

  5. Click New

  6. Enter the Room Name

  7. Click Save.

 

Items Tab

This tab lists all the Items that have been assigned to the Organizational Unit. 

ou_items.png

 

Requests Tab

This tab lists all requests generated by the Organizational Unit. To view or modify a request, select the Task# hyperlink. 

ou_requests.png

 

Contracts Tab

The Contracts tab displays an Organizational Unit's current contract status. An Organizational Unit can be assigned an SLA or, when Billing is enabled, a Contract that manages the period of time the SLA applies to the Org Unit. When Contracts are enabled, an Organizational Unit can have only one active Contract in the system at any one time and must have an assigned Primary Contact.

 

To update the Service Level assignment when Contracts are disabled:

  1. User>Organization Units

  2. Select the required Org Unit
    The Org Unit Information screen will open.

  3. Select the Contracts tab, click Edit

  4. In SLA Details, using the drop-down menu, select the SLA

  5. Select Save.

 

When Contracts are in use throughout the application, timeframes are set for Service Levels and Contract history is displayed within the Contracts tab. It is also possible to assign a Service Level and/or Contract within the Contracts tab.

ou_cont_3.png

 

To create a new Contract for an Organizational Unit:

To create a new Contract for an Organizational Unit:

  1. Select User> Organizational Units

  2. Select the Organizational Unit's Name

  3. Move to the Contracts tab

    ou_cont.png

  4. Click Edit
    The Add and Delete buttons become available with the Contracts>Org Unit tab.

  5. Click Add
    If a Primary Contact has not been assigned to the Org Unit a system prompt will notify the User to create a Primary Contact. See: Primary Contact.

  6. Select a Service Level from the list
    When selected, the screen expands to display start and end date fields.

    org_unit_pending_contract.png

  7. For the Per Org Unit Contract Type the Time Period for the Contract can be defined as one of the following:

    Subscription if selected, the Start and End Dates are automatically set to a year from the date of creation, but can be edited if required.

    Time Limited Subscription if selected, the Support Hours field is displayed and the number of support hours purchased by the Customer should be entered. Also, the Start Date and End Date fields should be completed manually by entering the length of time for the subscription period, or the system will default to entering a year from the date of creation.

    Support Hours if selected, the number of support hours purchased by the Customers should be entered.

    Support Hours by Month if selected, set the number of hours purchased per month and define which day of the month contract is to rollover to start the new month. The Total Support Hours will automatically be calculated based on the Start and End Dates set for the Contract.

    (If a Contract is forward dated with a Start Date set in the future, the Pending Contract status is assigned. See Pending Contracts.)

  8. Click Save

  9. Click Next to continue
    The system reverts to the Contracts summary screen, if the contract is forward dated and another contract is not already active, the Enable Contract option button will be available. Select this button if the contract is to commence prior to the set Start Date. Alternatively, other contracts can be queued for the Org Unit by selecting the Add button.

    summary_contract_ou_enable.png

  10. Click Save
    To process the contract before the set Start Date select the Enable button.

    enable_button_start.png

  1. Click Done.
    A success message is displayed.

    ou_contract_created.png

    ou_contract_processed.png

  2. If Invoices are enabled, a new invoice is automatically saved within the Finance>Invoices screen for the newly created Contract. If payment is required, a Pending Invoice Number is displayed and once processed, the Contract will be listed in the Org.Unit Information>Contracts>Org.Unit tab.

 

To delete a current Contract, as a Supervisor User, select inline_cancel.png next to the Contract Number. Alternatively, to delete a current or queued Contract, within the Contract>Org Unit tab check the field next to the relevant Contract # and select the Delete button.

 

The Items and Customers tab within the Org Unit>Contracts screen is used to list all the Items and Customers Contracts that are associated with the selected Org Unit.