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
  • 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. Review the options below to continue.

OU General Information Section

This section displays the following general information:

  • Name - Unit name. This is a required field.
  • Unit ID - Identifier for this unit. This is a required field.
  • Description - Description details for this unit.
  • Owner - Employee assigned to this 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).

You can edit position details or delete a position.

Advanced Data Section

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

Unit Status and FTE Information Section

This section displays the following status and FTE information:

  • Unit Status tab - View, add, edit, and delete past, current, and future status information for this unit. Each unit must have a current status value.
  • Unit FTE Overview tab - View the Current FTE utilization for this unit. This information is read-only.

Parent Unit

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

Changing the parent unit will move the selected unit and all dependent child units. Changing the parent unit will not change any parent unit for a child 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.