The following is a summary of the main concepts covered in this guide:
- The application provides the ability to maintain the
organization's facilities, activities, and financial
information.
- The organization is provided with an ability to maintain a
database of skills and competencies that can be linked to user
profiles. This means that work can be assigned to the most appropriate
users.
- Jobs are the functional roles within an organization and may be
mapped to users within the organization.
- Positions are containers for the organization's jobs and
placeholders for its users. Any number of users can be assigned to the
same position which means that each of these users perform the same
job in the organization.
- Every user reports to at least one other user and has his or her
work monitored by that user. That user is known as a supervisor and
the system provides supervisors with a specialized account for the
management of tasks and cases.
- The organization structure is an organizational chart based on
positions. It depicts the relationships between the different roles in
the organization, rather than depicting relationships between specific
users.
- Users report to other users based on their position assignment
in the organization structure.
- Users assigned to lead positions are supervisors of users
assigned to reporting positions. As part of setting up the
organization's reporting, a lead position must be assigned to the root
organization unit.
- The administration of the organization structure can be secured
whereby only users with appropriate access rights can view or maintain
organization units and positions.
- An organization calendar is available in the administration
application and can be used to schedule and maintain organization
activities.
- A location holiday calendar is available in the administration
application.
- Payment processing dates for the organization can be
administratively set for a delivery method in a financial
calendar.