Position Management - View Organizational Unit Details

Once you create a Organizational Units (OU), you can edit or delete its details.

You can view the following details for each Unit:

  • General Information
  • Advanced Data (Custom Fields)
  • Unit Status and FTE Information
  • Parent Unit
  • Capabilities

To view OU details:

  1. Select the Organizational Unit tab and select an Organizational Unit Type and Effective Date.
  2. Select a Unit.

OU General Information Section

This section displays the following general information:

  • Name -Name of the unit.
  • Unit ID - Unit identification number.
  • Description - Description details for this unit.
  • Owner - Assigned employee who is the owner of the unit.
  • Approver - Employee assigned as approver for the cost center. This only appears for the Cost Center Unit Type.
  • Default Culture - Default unit language.

The following fields display for the Location OU type:

  • Facility Type - Pre-defined list of facility type values for the location. This is a required field.
  • Country - Pre-defined list of country values for the location.
  • Address #1 -First line of the facility's address.
  • Address #2 - Second line of the facility's address.
  • City - The city in which the facility is located.
  • Postal Code - The postal code that corresponds with the facility's location.
  • Time Zone - Pre-defined list of time zone values for the location. This field is required.
  • Contact - Assigned employee name who serves as the contact for the facility.
  • Phone - The contact employee's phone number.
  • Fax - The contact employee's fax number.
  • Email - The contact employee's email address.
  • Occupancy - The maximum number of users who can safely occupy the room during a training
  • session.
  • Approval Required - Unit setting to define if approval is required from the location owner for sessions
  • scheduled at this location (Yes or No).
  • On Site - Unit setting to distinguish which facilities are on or off-site based on the company's definition of an on or off-site course (Yes or No).

Advanced Data Section

If there are any unit custom fields, these fields types display below the Advanced Data section.

Unit Status and FTE Information Section

This section displays the following status and FTE information:

  • Unit Status tab - View the past, current, and future status information for this unit. You can also add, edit, and delete past, current, and future status information for this unit.
  • Unit FTE Overview tab - View the Current FTE utilization for this unit.

Parent Unit

View and manage the Parent Unit information for a unit. You can add, edit, and delete a Parent Unit.

This section displays the following information:

  • Effective Date - Effective date of the parent unit assignment.
  • End Date - End date (Unassign Date) of the parent unit assignment.
  • Parent Unit - Assigned parent unit name.
  • Notes - Notes on the parent unit assignment.

Capabilities

See See Position Management – Capabilities.