2018-05-21T15:24:18Z

Renato.daverio: /* Company Info */

= Client - Organization Unit =
The Tab Organization Unit under Clients Management\Clients\Clients allows to manage the Organization Unit (OU) tree related to each Clients.

= Admin Kit - Support functions to manage OU =
In General\System\Admin Kit are available some support functions.
Two of them are related to Organization Unit:
Upload Relations Resources-Clients
Upload Organization Unit on Client

== Upload OU on Client ==
This feature is based on the upload of an xls file formatted as shown below.

The Client with name corresponding to CLIENT DIVISION + " " + CLIENT REGION will be added the Organizational Units present in columns OU_1, OU_2 ... OU_9, respecting the hierarchy present in the xls file (if the Customer or the Organizational Unit are not present an error message will be visualized).

The relation between OU and resource will be added to the Organizational Unit (if this is found and if the relationship is not already present).

To remove relations among Resources and Clients, follow these steps:
1. Optionally select Clients on which to perform operation in Clients filter.
2. Click on the Delete Resources on Clients button to delete the relations on the selected Clients.
3. Click the Delete all Relationships button to delete the relations among all Clients and all Resources.

To insert/update relations among Resources and Clients, follow these steps:
1. Optionally check the Add not found resource option if is required to add the not found Resources
2. Optionally check Add not found Organization Unit if is required to add Organization Units
(if this option is not checked the OU will not be added, but only updated if found)
3. Optionally check Associate OU Manager for child units if is required to set to OU Managers also
for child OUs.

OU import management rules:
A resource may belong to only one OU as Member: if it is related to another OU during xls import, it
relation with previous OU will be removed and a new relation will be created with the specified OU.
When a resource is added to an OU, the Member flag is automatically activated.
A resource can be OU Manager of multiple OUs.
A resource can be both a Member and an OU Manager of an OU.

Expected xls format:
{| class="wikitable"
! Field !! Meaning !! Comments
|-
|CLIENT DIVISION *||First part of the customer's name||
|-
|CLIENT REGION *||Second part of the customer's name||
|-
|OU_1 *||First Level Organizational Unit: at least one Organizational Unit must be present because the Resource can't be associated directly with the Client||
|-
|OU_[2…10]||Organizational Units (optional) of level from 2 to 10 (the depth of the Tree of Organization Units associated to each Client can be 10).||
|-
|RESOURCE NAME *||Name of the Resource||
|-
|RESOURCE SURNAME *||Surname of the Resource||
|-
|Manager(yes-no) *||Allows to set whether the Resource is Organization Unit Manager||
|}

The button Report allows to view the current situation of relations among Resources and Clients.

The button Update User Info in all the Tickets allows to update all the data in the User Info Tab of the Tickets as filtered in Customers \ OUs and addresses.
This operation is high impacting on performance and on data structure: is strongly suggested to create a backup of the DB before proceeding and to run it at low system load time.

== Upload Resource on OU ==
This feature is based on the upload of an xls file formatted as shown below.

The page allows to import one or more Organization Unit per Client with a specific Parent - Child structure.

To insert/update OUs on Clients, follow these steps:
1. Select the xls file
2. Click on button Submit

The Clients and the Organization Units are identified by Name, not by ID (the columns Id and Parent id are used only for identification of the Father - Child structure).

Expected xls format:
{| class="wikitable"
! Field !! Meaning !! Comments
|-
|Id*||Temporary ID used during import to create the OU tree structure||
|-
|Parent id||Temporary ID used during import to create the OU tree structure||
|-
|Client*||Client Name||
|-
|OU Name*||OU Name||
|-
|Address*||OU Address||
|-
|City*||OU City||
|-
|Region||OU Region||
|-
|Postal Code||OU Postal Code||
|-
|Country||OU Country||
|-
|Phone||OU Phone||
|-
|Fax||OU Fax||
|-
|Email||OU mail||
|-
|Custom Field1||A custom field usable to insert some not standard OU information||
|-
|Custom Field2||A custom field usable to insert some not standard OU information||
|-
|Custom Field3||A custom field usable to insert some not standard OU information||
|-
|Notes||Notes field||
|-
|Use for Ticket Info (1-0)*||If set to 1, the current address will be visualized in the "User Info" tab of the Ticket if the current Resource is chosen as the requestor for the ticket.||
|}

The system generates a message in the following cases:
Client not found
Parent Organization Unit not found
Organization Unit inserted
Organizational Unit updated

The button "Update all the Tickets - User Info" allows you to update all the data in the User Info Tab of the Tickets as per current settings relative to Customers \ OUs and addresses.

This operation is high impacting on performance and on data structure: is strongly suggested to create a backup of the DB before proceeding and to run it at low system load time.

= Company Info =
In Company management (General\Company\Company Info) are present the following configuration options related to OU Management.

== Custom fields in OU ==
The following options can be found in General\Company\Company Info - Tab Module Options\Sub Tab Clients

== Other Options ==
The following options can be found in General\Company\Company Info - Tab Module Options\Sub Tab Options

In section Add Requester by Resource options are present:

Max number of Organization Unit Levels: TBD
Hide Client Dimension: if checked, the Client selection in Add Request by Requester will be hidden.
Default Client: allow to select the default Client in Add Request by Requester.

In section Requester Options is present the option Requester Filter by Client/OU

If checked: the Requester in Ticket shall be filtered by Client and Organization Unit selected in same Ticket.

= Ticket Management - Fields related to Client and OU =

== Custom field with type "Resource" ==

== How to activate the Service Requester visibility based on OU tree ==

= Ticket Management - Add Request by Requester =
TBD

== How to activate ==
TBD

== How to configure Resource to add Ticket in this way ==
TBD

OU Management

2018-05-14T13:36:24Z

2018-05-09T10:15:38Z

Renato.daverio: /* Upload OU on Client */