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Business unit set up

Set up and maintenance of the business unit and BCMS hierarchy structure.

This area is for setting up the business unit structure or organization structure (organogram). Within the BCMS this structure has deliberately been kept simple with only two management layers above the business unit level. In terms of an effective BCMS this structure should be suitable for most organizations. Clicking the Business unit icon will reveal the following pop-up:

Adding a new top tier organizational unit

To add a new top tier organizational unit, click on the Add (+) button located at the foot on the left hand list box. The following pop-up will appear:

Add the name of the new top tier and click the save button. The pop-up will close and the list box will be immediately updated. To close the pop-up without adding a new item click the cancel button.

Deleting a top tier organizational unit

To delete the selected top tier organizational unit, click the "Delete (-)" button and if the top tier unit does not already have middle tier units or any people attached to it then the following confirmation pop-up will appear.

Click "Yes" to confirm the delete and "No" to cancel. If the top tier unit has middle tier units or employees already attached to it then alternatively a warning message appears informing the User that the selected top tier unit may not by deleted whilst already being in use in the business continuity . Click ok to return to the previous screen. Great care should be exercised when deleting records in the business continuity as this action is not reversible and any related data may be lost. It is advisable to ensure the data files have been backed up before permanently deleting records.

Editing the selected top tier organizational unit

To edit the selected top tier organizational unit, click on the Edit button located at the foot on the left hand list box. The following pop-up will appear:

Make any necessary changes to the name of the top tier item and click the save button. The pop-up will close and the list box will be immediately updated. To close the pop-up without editing the selected item click the cancel button.

Adding a new middle tier organizational unit

To add a new middle tier organizational unit, click on the Add (+) button located at the foot on the middle list box. The following pop-up will appear:

Make sure the correct top tier item is selected in the dropdown list box and add the name of the new middle tier unit and click the save button. The pop-up will close and the list box will be immediately updated. To close the pop-up without adding a new item click the cancel button.

Deleting a middle tier organizational unit

To delete the selected middle tier organizational unit, click the "Delete (-)" button and if the middle tier unit does not already have business units or employees attached to it then the following confirmation pop-up will appear.

Click "Yes" to confirm the delete and "No" to cancel. If the middle tier unit has business units or employees attached to it then alternatively a warning message appears informing the User that the selected middle tier unit may not by deleted whilst already being in use in the business continuity . Click ok to return to the previous screen. Great care should be exercised when deleting records in the business continuity as this action is not reversible and any related data may be lost. It is advisable to ensure the data files have been backed up before permanently deleting records.

Editing the selected middle tier organizational unit

To edit the selected middle tier organizational unit, click on the "Edit" button located at the foot on the left hand list box. The following pop-up will appear:

Make any necessary changes to the name of the middle tier item or move it to an alternative top tier unit in the dropdown list box and click the save button. The pop-up will close and the list box will be immediately updated. To close the pop-up without editing the selected item click the cancel button.

Adding a new business unit

To add a new business unit, click on the Add (+) button located at the foot on the left hand list box. The following pop-up will appear:

Make sure the correct middle tier item is selected in the dropdown list box and add the name of the new business unit and click the save button. The pop-up will close and the list box will be immediately updated. To close the pop-up without adding a new item click the cancel button.

Deleting a business unit

To delete the selected business unit, click the "Delete (-)" button and if the middle tier unit does not already have people attached to it then the following confirmation pop-up will appear.

Click "Yes" to confirm the delete and "No" to cancel. If the business unit has people already attached to it then alternatively a warning message appears informing the User that the selected business unit may not by deleted whilst already being in use in the business continuity . Click ok to return to the previous screen. Great care should be exercised when deleting records in the business continuity as this action is not reversible and any related data may be lost. It is advisable to ensure the data files have been backed up before permanently deleting records.

Editing the selected business unit

To edit the selected business unit, click on the "Edit" button located at the foot on the left hand list box. The following pop-up will appear:

Make any necessary changes to the name of the business unit or move it to an alternative middle tier unit in the dropdown list box and click the save button. The pop-up will close and the list box will be immediately updated. To close the pop-up without editing the selected item click the cancel button.

Allocating employees to the correct business unit, middle tier or top tier unit

To add an employee to the correct business unit or middle or top tier unit choose the correct unit.

Choose the correct level for the selected person by clicking that radio button. The chosen unit will then appear at the foot of the screen. If this is correct click the "Yes" button and the employee's record will be updated. If it is not correct,click the "No" button and the bottom area will be cleared.

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