Software releases 4.15 and 4.16 expand Business Unit capabilities.
For further instructions please see Business Unit (BU) Basics.
What views have changed?
- Business Units are now under the People tab in the Centro web app
- Content list views updated to include business unit filters (to capture which content is assigned to which Business Unit)
- PDF reports and Excel exports have been updated to include information about assigned Business Units
What can we now do?
- implement restricted visibility of content based on assigned Business Units
- view Managed Items and Associated People subtabs for Business Units
- attach Business Units to policies, processes, documents, work instructions and regulations
- view Business Unit information and associated editing permissions in a new Access subtab, which appears in policies, processes, documents, work instructions and regulations
- utilise additional settings to assign register items to specific business units.
- restrict viewing access of incidents, complaints and feedback by assigning a Business Unit
Business Units Tab
All information about the Business Units in the Centro system is now available under the People tab.
Updated content filters
To align with the Business Unit changes, content filters in list view have been updated to include Business Unit information.
Updated PDF and Excel reports
To align with the Business Unit changes, additional fields have been added to PDF and Excel reports to show Business Unit information.
Restricted content visibility
Users can now restrict viewing and editing permissions based on assigned Business Units.
When a user creates or edits a Business Unit they can select from the following permissions:
| Permission | Description |
| Anyone in org can view and edit |
Any user in the system can edit and view web app content that has been assigned to this BU. |
| Anyone in org can view but only reporting/affiliated to unit can edit | Any user in the system can view web app content assigned to this BU, but only users linked to this BU can edit. |
| Only those reporting/affiliated to Unit to view and edit |
Only users linked to this BU can view and edit any content associated with this BU. |
Managed Items and Associated People subtabs
Each Business Unit now has subtabs called Managed Items and Associated People.
The Managed Items subtab shows all content that have been linked to the Business Unit.
The Associated People subtab shows all users that have been linked to the Business Unit.
Linking web app content to Business Units
Users can now attach Business Units to a variety of content including:
- Policies
- Processes
- Documents
- Work Instructions
- Regulations
The editing forms for each of the above have been updated to allow users to assign Business Units.
The ability to assign Business Units is optional.
Access subtab
Relevant items now have a new subtab called Access. This subtab is available for:
- Policies
- Processes
- Documents
- Work Instructions
- Regulations
The Access subtab shows Business Unit viewing and editing permissions.
Linking register items to Business Units
All Centro register items can now be assigned to Business Units, this includes:
- controls
- incidents
- feedback
- improvements
- complaints.
The editing forms for each of the above have been updated to allow users to assign Business Units.
The ability to assign Business Units is optional.
New incident management settings
Web app behaviour when regular users (e.g. users with Process Viewing Permissions) submit an incident differs from when users with Incident & Improvement Manager permissions report/manage an incident.
The new Incident Management type app settings are related to how Business Units will manage incidents in cases when regular users submit an incident. See summary of the different options below.
| Management type | Description |
| No manager | This is the default option. Managing Business Unit will not be set |
| Same as Business Unit identified in incident |
If a regular user has selected a specific Business Unit when submitting an incident, this setting ensures that the incident is only visible by and managed by that specified Business Unit. Incidents will NOT be visible to users that are outside the business unit specified by the regular user who originally submitted the incident. A Business Unit manager can also be assigned as a default if no Business Unit is selected. |
| A Business Unit |
This option ensures that incidents 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 will NOT be visible to any users outside the business unit. |