| Applicable to | Centro QMS/QMS Starter, Centro KMS |
| NOT applicable to | Centro ESSENTIALS |
Organisation Problem: We have two SIL houses and we don’t want teams to be able to view Incidents, Complaints or Feedback submitted by the other house.
| TIP |
| Users with Administration permission in the Centro web app have full access to all content at all times, even if content has been allocated to specific BUs. |
Step 1: Create two Business Units under the People > Business Units tab for each house. Ensure both Business Units are set with the ‘Only those reporting/affiliated to Unit can view and edit’ option selected.
Step 2: Assign your users to the relevant Business Units and ensure they have Incident & Improvement Manager and Report Downloading if they are required to view incidents, complaints or feedback.
| TIP |
| All employees with basic Process Viewing can raise a ticket yet you are required to have the below setting to view tickets raised. |
Step 3: Define the Managing Business Unit to be assigned in the ticket and notifications for new tickets raised.
- Option 1- Select ‘No Manager’ in the App Settings under Incident Management Type and delegate a person/s for who should receive email notifications when NEW tickets are raised.
With this setup if the staff member raising the ticket does not select a Applies to Business Unit, the Managing Business Unit will remain blank. An email advising of a NEW ticket will be sent to your nominated team members who can update these fields and select the appropriate Business Unit.
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- Option 2- Create a Business Unit called ‘Triage Team’ with ‘Only those reporting/affiliated to Unit can view and edit’ access turned on.
Select the ‘Same as Business Unit identified in incident'', Triage Team under Business Unit Manager. Then, delegate a group of team members you want to be notified of NEW Incidents, Complaints and Feedback that is raised.