| Applicable to | Centro QMS/QMS Starter, Centro KMS |
| NOT applicable to | Centro ESSENTIALS |
Business Units (BUs) can be activated to:
- segment content for individual users
- make incidents, complaints and feedback visible only to users in applicable Business Units.
For implementation examples please see our BU Working Examples
This guide applies to Centro QMS customers who do not currently have any Business Units (BUs) created or implemented. If you already have Business Units implemented, please see our BU Editing Guide.
Implementing BUs involves 3 key steps, which are covered in this article:
- Step 1: Create BUs
- Step 2: Link Users to BUs
- Step 3: Link content to BUs
Step 1: Create Business Units
1. Access the People tab, click on the Business Units subtab and click Add New Business Unit.
2. Enter details of the Business Unit, refer to the guidelines below.
| Field | Description |
| Business Unit name | The name of your Business Unit |
| Type |
The type of Business Unit (i.e., House, Facility or Department). A Business Unit can be created for a specific House (eg. Smith Street House), Facility (eg. Smith Family Services) or Department (Support Workers). |
| Products/services provided | A list of the services or products that the Business Unit provides. |
| Description | An overview of key information about the Business Unit. |
| Managed item permissions |
The viewing and editing permissions of the people linked to this Business Unit, options include:
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3. Click Save.
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Once created, Business Units can be assigned to relevant content in the web app, including:
Initiate editing of relevant items to assign the Business Units to those items. |
Step 2: Link users to Business Units
1. Go to People> Users and double click on the relevant user.
2. Scroll down to Affiliated Business Units and click Add.
3. Select the BU that applies to the user.
4. Click Save.
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More information on managing users in the Centro web app, please see our Manage Users Guide. |
Step 3: Link content to Business Units
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This article uses a policy as an example, but you can attach Business Units to a variety of content including:
Please see the instructional guide related to the item type you would like to edit for more detailed editing guidelines. |
1. Find the relevant item in your Centro web app and start editing. If you require assistance with this step, please see our content editing guides for further information.
2. Click Edit and Overview Tab.
3. Scroll to Managing Business Unit and click Select.
4. Click on all the BU for the content item and click Select.
5. Approve and publish the item (for more information see Publish Single Item)
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Once a Business Unit is assigned to an item, this may change which users can view and edit the content, based on the Business Units they have been assigned. For reference, each Business Unit can have one of the following permissions:
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Step 4: Final review of Business Unit setup
Once you complete setting up Business Units, it is recommended that you go back into the People tab, click on the Business Units subtab and review all content and associated people that have been assigned to the relevant Business Units.
Managed Items
This tab provides a summary of each content item that has been assigned to the Business Unit, including last edited and next review dates. If you have selected the wrong content items to be assigned to this Business Unit, select ‘OPEN’ and follow step 3 in this guide to edit the item.
Associated People
This tab provides a summary of each team member that has been assigned to the selected Business Unit. This includes the level of access that has been granted based on the Business Unit settings and Position is setup.
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If you have required reading, setting up Business Units may impact what different users can see. It is recommended that the Administrator review any content that is completely locked down within a Business Unit and check if any of these content items overlap with content assigned to a Role. |