Organization fields
The organization's form fields are listed below and recommendations on how to use each of them are provided.
Image
The organization's logo or the image of the main office building is added to the Image field. Click on the image to enlarge or edit it.
Name
Enter the full name of the organization in the Name field.
Disabled
The Disabled checkbox is set if the organization can no longer be linked to other records.
Notes
Additional information about the organization that may be useful is entered in the Notes field. It is possible to use basic text formatting in this field.
Attachments
Field Attachments (add attachment) is a link that can be used to add an attachment to an organization. You can add several attachments.
Business Unit
The Business unit checkbox is set if the organization needs to be considered as a separate unit (in terms of reporting). This checkbox is only available for internal organizations.
Region
The Region field indicates the region of the organization. You can select a previously used region name or enter a new one. For an internal organization that is not a business unit, the region of the unit of which it is a follower is set.
Parent organization
In the Parent Organization field select the parent organization for this organization. Organizations that are subsidiaries of this organization or subsidiaries lower in the organizational hierarchy are not available for selection.
Financial ID
A unique identifier is entered in the Financial ID field, by which the organization is identified in the financial system integrated into the space of the RR Tech Service Management (R-Service) system to which the organization belongs.
Manager
The head of the organization is selected in the Manager field. This field is used by the RR Tech Service Management (R-Service) system to find a match for a matching task when it is created based on a task template in which the Request Initiator Manager checkbox is selected. If the manager field in the initiator's person record does not contain information or indicates an unavailable person, the RR Tech Service Management (R-Service) system uses instead the person selected in the initiator's organization's Manager field.
Deputy
In the Deputy field, the person who replaces the head of the organization is selected.
Order template
In the Order Template field, an order template is selected that connects this organization with the store of the RR Tech Service Management (R-Service) system.
End User privacy
The End User privacy checkbox is set for organizations whose employees do not have roles in the system (end users). This checkbox is only available for external organizations. If the organization type is changed from "External" to "Internal", the "End User privacy" checkbox will clear and disappear from the Organization card.
Contact Details
Phone number
The organization's phone numbers are indicated in the Phone field.
The primary email address and the Service Desk email address are specified in the Email field.
Website
The Website field specifies the URLs of the organization's main website and its Service Desk website.
Address
The postal, legal, and other addresses of the organization are indicated in the Address field.
Risks
Risks
The Risks field contains risks that have been identified for the organization.
Subsidiaries
Subsidiaries
The Subsidiaries field displays the organizational units that make up the organization.
Persons
Persons
The Persons field displays all persons who work for the organization as employees or long-term contractors.