Administration - Organizational units

Navigate to the menu-item Administration. When selecting this menu item, several other menu-items are shown. Select Organizational units. 

The organizational unit overview is one of the most important overviews in RmoniWeb. This page enables organizations to create their own organizational units, that matches how the organization works. E.g. Countries, regions, locations, departments, Etc. 

Users have the option to obtain special permission making it possible for them to both view and edit the organizational tree. However, the user can only make changes to the organizational units to which the user is attached to. This also includes the sub-units that fall below the attached organizational unit.

You can add new organizational units in two different ways:

• Click on Add root 

Adding a new unit this way results in the unit being at the highest level. It will not be added underneath any other organizational unit
 

• Select an organizational unit with right click and then select Add region / Add location / Add department
  Adding a new unit this ways results in the unit being added underneath the selected organizational unit. Depending on the organizational unit type some options will not be shown. 

There are three different organizational unit types:

• Region
  Locations can only be added underneath the organizational types Region
   
• Location
   Locations can only be added underneath the organizational types Region and Location
   
• Department
  Departments can only be added underneath the organizational types Location and Department. These can’t be added at the top level of the organizational structure.

Drag and drop organizational units to easily change the organizational structure if needed. But the rules above still apply. E.g. a region can’t be placed under a department. By right clicking an organizational unit you have three options:

• Edit
   Change the name, concept, category or organizational unit type of the selected organizational unit
  • Name: This is the displayed name of the organizational unit
  • Concept: This is used to differentiate different type of stores/departments. These correspond to our Advanced analytics dashboards.
  • Category: Categories are a set of standardized checklists. Checklists will be created automatically by adding a category.
  • Organizational units: This determines the organizational unit type. 
     
• Add-units
   Add a new organizational unit as explained above
   
• Delete
   The organizational unit and all organizational units below the selected organizational will be deleted. All associated data will be permanently lost. Due to this the exact organizational unit name needs to be entered before the unit is deleted.

• Close / archive
  

Locations can be closed / archived in the Organizational unit page, which means that the location will be ''greyed-out''. With this the location will be excluded from our ''Advanced Data Analytic'' add-on. Data generated from this location will not be visible in the ''Advanced Data Analytics'' dashboard.

If you left-click on an organizational unit additional information is shown on the right side of the screen. We see the following tabs:

• Users
  Users connected to an organization unit are shown by selecting this unit. The users will see all checklists, documents, etc. of the selected organizational unit and all units below. E.g. an user on the highest level will see information of all sub-units.
   
• External recipients
  Recipients connected to an organization units are shown by selecting this unit. The recipient will see/receive all alarms and reports configured for this organizational unit.

• Sensors (Only available for customers with sensors)
   Add sensors to organizational units. Only users that are added to the organizational unit or units above will see these sensors. The sensors will be shown in the sensor overview underneath the selected organizational unit. There is also a difference between registering a sensor (to your customer account) and linking a sensor (to an organizational unit). There are some differences, which are explained below:

• Registered: Sensors are registered to your customer account, but are not linked to an organizational unit. This means they aren’t shown anywhere except the sensor pool (a pool of unlinked but registered sensors). 

• Unregistered: The sensor is completely deleted from your account and associated that will be lost. The only way to register it to your account again is using the Do-it- yourself tool within the App.

• Linked: Sensors are linked to an organizational unit and are shown in the sensor overview. If a sensor would be unlinked, it can be linked again using the Do-it- yourself tool in the App or the Organizational unit page.

• Unlinked: An unlinked sensor means it’s only registered. See the description above.

• Address
   Add the address of the organizational unit. The organizational unit will be shown on the map in the dashboard as a balloon. The color of the balloon indicated the status of the organizational unit.