Org Tree

The Organization Tree, or Org Tree, defines where assessments are conducted and which locations are represented in reports. The Org Tree consists of a tiered network of locations organized within a hierarchy.

The Org Tree is located within Organization under the Org Tree tab. 

1. The Organization is the highest tier of the Org Tree location hierarchy. All other tiers of the Org Tree branch off underneath the Organization.

2. The Site is the next tier below Organization in the Org Tree. Multiple sites can exist within an Organization.

3. Underneath the site, users with the Site Admin role enabled can populate the rest of the Org Tree with an unlimited amount of unique locations up to 4 tiers beneath the Site level (Area, Workcenter, Station, Machine). Each individual location requires a title. The labels for these 4 additional tiers can be changed within Settings > Products & Features under Custom Location Names. 

3.1. Site > Area: Areas are the first tier below the Site, and depending on the site's infrastructure, refer to the first layer of specific locations within the site/plant. All areas exist within a single site, and all workcenters, stations, machines exist within a single area. 

3.2. Site > Area > Workcenter: Workcenters are the next tier below the Area level and generally refer to a distinctive location within an area. All workcenters exist within a single area, and all stations and machines exist within a single workcenter. 

3.3. Site > Area > Workcenter > Station: Stations exist below a workcenter and are the second lowest tier of the Org Tree. All stations exist within a single workcenter and all machines exist within a single station.

3.4. Site > Area > Workcenter > Station > Machine: Machines are the lowest tier of the Org Tree location hierarchy and generally refer to the most granular location within the site's infrastructure. All machines exist within a single station. No locations can be created under a machine.

4. On the right side of each editable location on the Org Tree, there are option buttons used to create and configure the Org Tree. Locations without the option buttons are unavailable for editing. Only users with the Site Admin role enabled can configure the Org Tree within their assigned scope.

4.1. The head & shoulders icon allows for users to be assigned as location managers and Approving Parties or Responsible Parties to specific locations on the Org Tree for findings. Users available for selection from the dropdown menu must have both the Approving Party and Responsible Party roles enabled. Users can be assigned per shift. Users assigned as location managers are only assigned to location-specific findings if the are no prior question or document finding settings configured. More information on Routing Findings can be found here. 

4.2. Access a location-specific, machine-scannable QR code that can be used for impromptu, ad hoc findings or assessments. More information on using QR codes for findings can be found here. 

4.3. Use the (+) button to add a new location to the Org Tree. Locations can only be added underneath sites, areas, workcenters, and stations, not machines. Each location requires a title and an optional description. 

4.4. The three dots contains a menu with different options to configure the Org Tree.

4.4.1. Edit the title and description of this location. For a site, users can add other geographic details. 

4.4.2. Each location has its own calendar. Users can assign time off for a location for holidays, maintenance, site shutdowns, etc using the calendar function. When time off has been set at a location, the system's automated scheduling tool will know not to scheduled assessments at that location during that time period. The location calendar also displays past and upcoming assessments at the location and all descending locations underneath it. 

4.4.3. Use EASE's importing locations template to upload multiple locations into the Org Tree simultaneously. Multiple locations can only be imported at one tier of the Org Tree, meaning areas and workcenters must be imported separately. Click here for an Importing Locations video tutorial

4.4.4. Export a list of locations at one tier of the Org Tree to a CSV or XLSX file.

4.4.5. Download all QR codes (ad hoc findings, ad hoc assessments, files) associated with this locations and all descending locations.

4.4.6. Delete this location and any descending locations from the Org Tree. All active and upcoming assessments at the location must be deleted or reassigned.