Guide new business unit set up
Business Units 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 Examples Guide.
This guide applies to 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.
Create Business Units
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:
|
Tip
Once created, Business Units can be assigned to relevant content in the web app, including:
- Policies
- Processes
- Documents
- Work Instructions
- Regulations
- Register items (incidents, complaints, improvements feedback)
Initiate editing of relevant items to assign the Business Units to those items.
Link users to Business Units
Tip
- New customers still yet to onboard your employees, please reach out to [email protected] and our team can assist in performing a Bulk Upload which includes Business Units under the User tab. This will also send out a ‘Welcome’ email.
- Regardless of the Business Unit settings turned on, the user will still need to have ‘Edit’ permission to be able to edit content in the web portal (see Manage Users for more information)
- Multiple Business Units can be assigned to a single user.
For more information on managing users in the Centro web app, please see our Manage Users Guide.
Link content to Business Units
Tip
This article uses a policy as an example, but you can attach Business Units to a variety of content including:
- Policies
- Processes
- Documents
- Work Instructions
- Regulations
- Register items (incidents, complaints, feedback)
Please see the instructional guide related to the item type you would like to edit for more detailed editing guidelines.
Tip
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:
- Anyone in org can view and edit – this means that 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 – this means that any user in the system can view web app content assigned to this BU, but only users linked to this BU can edit.
Final review of Business Unit setup
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.
Tip
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.