| Applicable to | Centro QMS/QMS Starter, Centro KMS |
| NOT applicable to | Centro ESSENTIALS |
This article applies to customers with registers (i.e. incident, complaint and feedback) who would like to limit visibility to specific BUs.
The process of managing business units within the content of registers is comprised of 3 main steps:
- Step 1: Create Business Units
- Step 2: Link users to Business Units
- Step 3: Set up Business Unit register management settings (if applicable)
- Step 4: Set up Positions to be assigned to tickets (if applicable)
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 BU |
| Type |
The type of BU (i.e., House, Facility or Department). A BU 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:
|
3. Click Save.
| TIP |
|
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
TIP- If you are setting up the Business Units restrictive viewing function only for use in Registers and not content, this can be done through Positions rather than the Users tab. Refer to Step 4 below.
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.
| TIP |
More information on managing users in the Centro web app, please see our Manage Users Guide. multiple. |
Step 3: Setup Business Unit register management settings (if applicable)
Web application behaviour when regular users (e.g. users with Process Viewing Permissions) submit an incident, complaint or feedback differs from when users with Incident & Improvement Manager permissions report/manage incidents, complaints or feedback.
These settings allow users to control visibility of incidents/complaints/feedback that are reported by users that do NOT have Incident & Improvement Manager permissions.
The instructions below relate to configure the visibility of register items based on existing BUs.
1. Go to Admin>App Settings.
2. Scroll to Incident management type.
3. Select one of the following management types.
| Management type | Description |
| No manager | This is the default option. Managing Business Unit will not set |
| Same as Business Unit identified in incident |
If a regular user has selected a specific business unit when submitting incidents/complaints/feedback, this setting ensures that the item submitted only visible by and managed by that specified business unit.
Incidents/complaints/feedback will NOT be visible to users that are outside the business unit specified by the regular user who originally submitted the incident/complaint/feedback.
A Business Unit manager can also be assigned as a default if no Business Unit is selected by the user. |
| A Business Unit |
This option ensures that incidents/complaints/feedback raised by regular users will be managed by a single business unit (which users then must select underneath when the business unit selection field appears). Incidents/complaints/feedback will NOT be visible to any users outside the business unit. |
4. Depending on the option selected. see below:
a) If you selected 'No Manager' skip to step 6.
b) If you selected 'Same as Business Unit identified in incident', chose the default Business Unit that would be allocated if the user left the 'Affiliated Business Unit' field blank when creating the ticket.
c) If you selected 'A Business Unit', chose the overarching BU for all tickets by clicking Select in the 'Business Unit Manager' field. This will be the Business Unit that will see and manage all Incidents/ complaints/ feedback. Tickets will NOT be visible to users outside the business unit until the ticket is updated with a new 'Managing Business Unit' or a Position has been assigned.
5. Click once on the relevant BU and click Select.
Step 4: Setup Positions to be assigned to tickets (if applicable)
To assign incidents, complaints and feedback to team members to manage, a Position needs to be created for each of these employees.
1. Go to People> Positions and double click on 'Add New Position'
2. Add the following information:
Tips
- Only positions are needed for team members that you plan to assign/manage incidents, complaints and feedback.
- If using restrictive viewing only for Registers and not general content, you can do this through a Position setup.
- Users require the 'Incident & Improvement Manager' permission on their profile to be able to view tickets. Team members with 'Process Viewing' can only raise a ticket.
- No matter what Business Unit a Position has been assigned too, if you add them to a ticket, they will see all the information on the ticket.
- Multiple Positions can be assigned to a ticket.