Use the Organisation Editor to record the organisations hierarchical structure, primarily so that Requests and Actions can be assigned to a particular division, unit or staff member, known as an Organisation Unit. Conquest users, who are represented by an Organisation Unit, can create a Conquest View to list all Requests or Actions assigned to them or their group to manage. Similarly, Assets can be assigned an Organisation Unit to enable Conquest Views by area of responsibility.
Things to be aware of:
•Record the email address field for all applicable Organisation Units. Commonly the Organisation Hierarchy includes divisional type breakdowns, which should be assigned an email address, possibly that of an administrative officer within the division, who could then delegate to the appropriate officer.
•For some organisations it may be preferable to use position titles instead of staff names, so that Requests and Actions are assigned to a particular position rather than a person. The email address for the position would be for the appropriate person. When personnel change, all that is needed is to change the email address rather than re-assigning Requests and Actions that have been assigned to the person leaving the position.