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Creating Organizational Units

Overview

Organizational units represent the organizational structure of your company. This structure can be a hierarchy and typically includes the following elements:

  • Independent organizational units (for example, subsidiaries)
  • Business and functional divisions
  • Departments
  • Groups and teams

Assignment of contracts or employees, for example, to organizational units can later be used to give the users different permissions for managing the stored data. User permissions are defined by the roles that are assigned to them individually, so the permissions are granted to or withdrawn from a role.

To Create an Organizational Unit

  1. Go to Matrix42 Software Asset and Service Management > Master Data application.
  2. In the navigation area, click Organization Structure > Organizational Units.
  3. On the toolbar, click Add Organizational Unit. A properties dialog opens.
  4. Enter detailed information about the organizational unit.
  5. Click Done at the bottom to save and close.

To Import an Organizational Unit

  1. Go to Matrix42 Software Asset and Service Management > Master Data application.
  2. In the navigation area, click Organization Structure > Organizational Units.
  3. On the toolbar, click Import Organizational Units. The Import wizard opens.
  4. Follow the instructions.

Explanation of the Import Template

Field Name

Explanation

Maximum Character Length

Abbreviation

Abbreviation

Alphanumeric string for abbreviation of an organizational unit.

50

Name

Name

Alphanumeric string for name of an organizational unit.

100

Type

Type

Name of the type of an organizational unit. The link to the organization type that is available in the system is created by using the name. When entering the text, consider the language that was set for the user interface. If more than one or no applicable organization type is found, the value that is specified here is not saved.

 

Description

Description

Alphanumeric string that is used to describe an organizational unit.

1000

Status

Status

Status of an organizational unit. The link to a status that is available in the system is created by using the name. When entering the text, consider the language that was set for the user interface. If more than one or no applicable status is found, the value that is specified here is not saved.

 

Manager

Manager

Manager of an organizational unit. 

 

Valid from

Valid from

Date starting from which an organizational unit is valid.

 

Valid until

Valid until

Date until which an organizational unit is valid. 

 

 

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