OU Management

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:

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:

Field	Meaning	Comments
Id*
Parent id
Client*
OU Name*
Address*
City*
Region
Postal Code
Country
Phone
Fax
Email
Custom Field1
Custom Field2
Custom Field3
Notes
Use for Ticket Info (1-0)*

Ticket Management - Add Request by Requester

TBD

How to activate

TBD

How to configure Resource to add Ticket in this way

TBD