Application Customisation - Organisation Hierarchy Management

The Organisation Hierarchy Management feature allows Company Administrators to customise the organisation hierarchy to suit their organisation's corporate structure, when assigning issues, actions and risks to individual users within the Health Check that reside within their team within the structure.

The organisation hierarchy feature is easy to setup and has been designed to be established by Company Administrators first to essentially establish their corporate structure within the platform by defining the Groups, Divisions and Teams. 

Organisation's may call their structures differently but within the Health Check there must be these 3 levels to be able to assign items too.

Creating the organisation hierarchy is as simple as adding a group, then adding the divisions that sit under that group and finally the teams that sit under the divisions.

Where does the organisation hierarchy management appear in the Health Check?

The organisation hierarchy management feature appears in several places with the Health Check:

1. Registration

Initially, the Company Administrator who signs up for a new company account must enter some basic account information including the Company Name, as well as, stating the Group, Division and Team that they belong too, which starts to create the organisation hierarchy, which can be changed by the Company Administrator once they have purchased a license.

2. Adding key Findings

During the assessment in the main assessment screen key findings can be added by clicking on the Add Key finding button controls section.

This then opens up the Key Finding table where you can add the key finding title, observations, recommendations and in management response request response from a registered user within the organisation's defined hierarchy.

3. Creating items

From Item management Click on Create Item which opens up the Add New Item window where a user can create an action, issue or risk and they must also Assign To a registered user within the organisation's define hierarchy.

Once items have been created they are visible and categorised by their Group, Division and Team in the Item Status Dashboard and also the Outstanding Item Status Dashboard.

Which can be drilled through to manage the items, where the item can be re-assigned to a place in the organisation hierarchy.

Warning:

This is a global parameter change and it is strongly recommended that any changes are applied BEFORE initiating any assessments as changing the organisation hierarchy structure has a number of implications on various components of the Health Check, such as item status dashboards, outstanding items dashboards and item management.

If it is necessary to modify the organisation's structure after assessments have been commenced then it is recommended that new groups, divisions and teams are created and then all existing items (i.e. actions, issues and risks) are re-assigned to new structures in the hierarchy and then old structures are then removed, noting that finalised Health Checks will remain in tact with the organisation hierarchy structure that was present at the time of closing that review.