Organisation structure
The organisation structure is entered once and used by both modules. ERM Core files every register at a unit of it and grants every role at a level of it; BCP Core builds the call tree, the status views and the team rooms from it.
Who may do it: the administrator, for every entity; HR and the Entity Risk Manager, for their own entity. Group relationships between companies — parent, subsidiary and the reporting lines between them — are set on the platform, not by a company. See Roles and permissions.
What the structure holds
Section titled “What the structure holds”| Level | Example | Used for |
|---|---|---|
| Entity | a company of the group | its own registers, reporting and audit log, kept apart from other companies’ |
| Division | Operations | roles granted at the division; the line executive’s view |
| Team | Settlement | Risk Champion drafts; team rooms; the team head’s view |
| Position | Head of Settlement | who heads each unit; the call tree and its alternates |
Load the structure from the workbook
Section titled “Load the structure from the workbook”- Open Organisation and choose Load structure.
- Download the standard workbook and fill in its two sheets:
- Units — one row for each division and team, with the unit it sits under and the position that heads it;
- People — one row for each person, with name, e-mail, unit and position.
- Upload the workbook. The system reads the units, positions and people.
- Check the review diagram (below) and choose Commit.
Load the structure from an org chart image or PDF
Section titled “Load the structure from an org chart image or PDF”- Open Organisation, choose Load structure, then Org chart image or PDF.
- Upload the image or PDF of your org chart.
- The system reads its boxes and lines into units and positions, and shows the result in the review diagram.
- Add the people — through the People sheet or one by one in People and accounts.
- Check the review diagram and choose Commit.
Check the review diagram
Section titled “Check the review diagram”The review diagram draws the tree exactly as it will be saved, and flags what needs your decision:
- a unit with no unit above it;
- two units with the same name under the same parent;
- a person with no unit, or an e-mail used twice;
- a unit with no head position.
Fix each flag in the diagram, or correct the file and upload it again. Commit saves the structure; until then nothing is changed.
Change the structure later
Section titled “Change the structure later”- Add, rename or move a unit in Organisation, or load an updated workbook — it goes through the same review diagram.
- A unit that is no longer used is closed, not deleted: the registers and history filed under it stay with it.
- The call tree, the status views and the team rooms follow the structure as it stands; there is no separate list to update.
What the system does or refuses
Section titled “What the system does or refuses”- One structure, both modules. ERM Core and BCP Core read the same structure; neither keeps its own copy.
- Nothing before Commit. An upload changes nothing until the review diagram is committed.
- A unit with people or records cannot be deleted. Close it instead.
- Group links are set on the platform. A company cannot attach itself to another company’s tree.
- Every change is recorded in the audit log: who, when, before and after.