12.4.1.2 Create an Organization Unit

Organization Units represent the various branches and departments within the enterprise. Divisions within departments can be reflected by creating organization units within higher level organization units. In the context of EPC, Organization Units can be under a set, or under another units as a sub-unit. There can be many levels of Units, each with objects within.These objects can be roles, resources and assets.

Organization Units contains all the roles, resources, and assets that are used within the unit. Web Modelers arrange Organization Units in a manner that is the most appropriate to the organization’s hierarchical structure.

For instructions on how to create a new object, see the Create Objects section.

Filling out a New Organization Unit form

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

1. Type the name of the Organization Unit on the “What is the name?” field

*The Name field is mandatory for all objects.

For this example, the name of the Organization Unit is “Human Resources”

*The EPC automatically assigns the Folder as the Parent, which is the Set or Unit you selected in Step 2 above. The Parent field is blocked and cannot be edited.

2. Use the and icons to expand and hide the different sections within the each tab of the New Organization Unit Window. Input the right information about the unit in each section.

*The new Organization Unit window has two tabs, General and Properties. Under each tab there are different sections where the Web Modeler can input detailed information about the Organization Unit. To learn more about about each section and how to input information, see the Edit Organization Objects section.

i) To hide sections, click on the icon:

ii) To expand sections, click on the icon:

3. Click on the button to create the Organization Unit

4. The new Organization Unit “Human Resources” is now on the Organization tree structure. This organization unit is currently a draft. To learn how to publish Organization objects, click here