Organization Chart
The Org Unit Workspace
Organizations, such as companies, are divided into separate groups, referred as organizational units. Use an organizational unit hierarchy to apply structure to your organization. Creating a parent-child structure of organization units can prove useful for data segregation and organizational security.
A hierarchy structure also lets you manage permissions between tiers. For example, a member of a Service Desk Manager management-level tier could be allowed to view the incidents assigned to all Service Desk Analysts who are in a lower tier.
An organizational unit is stored as a business object (called org unit) that administrators can modify and that others can see on a view-only basis, depending on their role. By default, all new employees are added to the default organizational unit.
Organizational units are used in these ways:
- If the Service Level Management (SLM) module is installed at your site, an organizational unit subscribes to a service level agreement.
- Service Catalogs are published to one or more organizational units.
Viewing the Organization Chart
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Within the Configuration Console, open the Org Chart workspace. An organization tree comes up. |
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Expand units within the tree to view the organization hierarchy. |
Viewing Organizational Units
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Within the Configuration Console, open the Organizational Units workspace. |
--or--
Within the Service Desk console as administrator, open the Org Unit workspace.
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Double-click an item from the list to view details. |
Creating an Organizational Unit
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Within the Org Chart workspace, click Edit Org Units. The Organizational Unit page appears, listing the existing organizational units. |
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Click New Organizational Unit. The Organization Unit page appears.
The following default tabs appear (results may vary depending on your system setup):
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Enter information into the fields. |
--fields--
| Name |
A unique name for this unit. |
| Parent OU |
The parent organizational unit from the tree. |
| Owner |
The owner of the organizational unit. By default, the system populates this field with the administrator. To allow another role owner to modify this unit (perhaps to restructure parent-child relationships), use the drop-down list. |
| IT Overhead Allocation |
A number representing the percentage of IT overhead. |
| Deleted |
Removes this organizational unit from the hierarchy. It remains stored in the database. |
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Click Save  from the toolbar.
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Adding Child Organizational Units
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From the Child OU tab, click Link  . The list of organizational units appears. |
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Select the organizational unit that you want from the list. |
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Click Add. The system adds the organizational unit to the list of linked organizational units. To create a new organizational unit, click New Organization Unit. |
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Click Save from the toolbar.
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DeletING an Organizational Unit
From the Organizational Unit workspace, select the organizational unit that you want to remove, then click Delete 
from the toolbar.