My Organization

Flexible site hierarchy allows you to model complex internal or customer organizations based on levels such as Business Unit, Region, District, Office, and Employee. These levels and sites can quickly be accessed through the My Organization workspace. They are displayed in a user friendly hierarchical architecture. This allows users to not be stuck thinking of the company’s Hierarchy as some arcane collection of offices that are loosely connected, but instead visually see which offices report to which districts, and which districts fall under which regions.

My Organization – Left Panel:

  1. To navigate to My Organization, in the left pane, click My Organization.

  2. The left panel displays the Business Unit and you can drill down respective Business Unit to see the hierarchical structure of the associated sites from region to office level.

  3. The tabs in right panel display data in context to the site you select within the hierarchical structure in the left pane.

  4. To add a region to a Business Unit, expand the desired Business Unit and then on the toolbar, click Add Region.

  5. To add a district to a region, expand the Business Unit and next, expand the desired region under which you want to add the district and then on the toolbar, click Add District.

  6. To add an office to a District, expand the Business Unit and next, expand the desired region and then expand desired district under which you want to add the office. On the toolbar, click Add Office.

  7. To add a customer site to an Office, expand the Business Unit and drill down the hierarchical structure till you reach the respective office to which you want to add customer site. On the toolbar, click Add Customer Site.

  8. To add an employee to a site at a specific level of the hierarchical structure, simply drill down the hierarchical structure till you reach the respective site at the desired organizational level and then on the toolbar, click Add Employee.

My Organization – Right Panel:

  1. The Business Location tab displays general information of the site and site address in context to the one selected in the hierarchical structure in the left pane.

  2. The Sites tab displays list of all the sites associated to the selected site in the left panel and the respective hierarchy below it.

  3. The Contacts tab displays list of all the contacts associated to the selected site in the left panel and the respective hierarchy below it.

  4. The Employees tab displays list of all the employees associated to the selected site in the left panel and the respective hierarchy below it.

  5. The Cases tab displays list of all the cases associated to the selected site in the left panel and the respective hierarchy below it.

  6. The Work Orders tab displays list of all the work orders associated to the selected site in the left panel and the respective hierarchy below it.

  7. The Part Orders tab displays list of all the part orders associated to the selected site in the left panel and the respective hierarchy below it.

  8. The Gantt tab displays the schedules of all the employees associated to the selected site in the left panel and the respective hierarchy below it. You can view the data in 6-6 hour or 24 hour format for various day views like 1-day or 3-day or 7-day format.

  9. The Map tab displays the location of the site selected in the left panel.