FAQ 43 EGT - How do you break down an entity into organizational units (OU)?

If you are the manager , you can break down the entity into organizational units. This functionality is especially useful in cases such as the generic request.

Below we present a use case that we hope will be useful for you to understand how it works.

Use case

At Abrera City Council we want to use organizational units (UO). As a city council, we have the generic service of the generic request (PGEN) and we want the people who submit them to be able to send them directly to a specific UO.

1. As the entity manager, you request the EACAT administrator to activate the Use organizational units in the entity option.
2. Once this option is activated, you will notice that the main OU has been automatically created, which takes the name of the entity.
3. Now you create some organizational units because you need several organizations, which do not have a very complex structure and are not associated with EACAT, to receive the PGEN directly.
4. Create the UOs with the names of the organizations, such as the Municipal Sports Board or the Municipal Music Board. These UOs will be visible so that other entities can view them and direct the PGENs to the corresponding boards.
5. Create a mailbox for each OU with the same name. This will facilitate management and allow users to see only the services related to the organization to which they are assigned.
6. Assign users to each of the 2 mailboxes.
7. Assign services, including the generic PGEN service, to each of the mailboxes.

So far, we have managed to ensure that the users of each mailbox see the services assigned to each one. In the case of the PGEN, as we have the generic service assigned, the users would see all the PGENs that arrive at the Abrera City Council. That is why it is vital to assign a UO to each mailbox. This UO restricts the PGENs that users can see, ensuring that they only receive those that are relevant to their area of responsibility.