The Organization Tree, or Org Tree, is used to define where audits are conducted and which locations are represented in reports.
The Org Tree is located within Organization under the Org Tree tab.
A: The organization's name.
B: The organization's description.
C: The unique company code used to support logging in for users without email addresses.
D: Upload a file to be used as the organization's logo.
E: The Organization is the highest level of the Org Tree. This will usually relate to the entirety of the company. All other levels of the Org Tree exist below the Organization.
*Note: The location names used for each level of the Org Tree can be altered in Settings > Products & Features.
F: Site is the next level below Organization on the Org Tree. Organizations can have an unlimited number of sites. Sites will usually refer to different plants or locations within the same company.
By selecting the triangle next to a site, the next three levels of the Org Tree (Area, Workcenter, Station) can be accessed.
G: Areas are the first level below the Site, and depending on the site's infrastructure, can refer to a specific area of the location.
H: Workcenters are the next level below an Area, and can refer to a specific section of the Area above.
I: Stations are the lowest level of the Org Tree and should refer to the most granular part of the Site's infrastructure to be included on the Org Tree.
J: Alterable levels of the Org Tree will be identifiable by the three options on the right side. Based on the user's access, only specific levels can be edited.
- Add another Area, Workcenter, or Station to the Site. You will be prompted to create a name and description to this new level.
- Assign managers to a Site, Area, Workcenter, or Station.
Select a shift and choose a user from the list provided. For more information about Shifts, click here.
3. Access a PDF preview of this location, along with a QR code.
4. This menu provides different options that can be used to edit and alter the Org Tree.
Edit: Edit the name and description for a specific level. For a site, it is possible to add multiple granular
Calendar: Assign time off for a level by using EASE's calendar function. The calendar will also showcase any
past or upcoming audits due for this level. Orange dots represent calendar events. Blue dots represent
Import: Use EASE's template to upload multiple locations at once.
Click on the XLSX button to access EASE's excel template.
*Note: These new locations will be added directly under the location originally selected for import.
Name: The title of this location.
Description: Describe this location (optional).
Export: Export this list of locations as a CSV or XLSX file.
Delete: Delete this Org Tree level including all locations nested under. *Note: If any active audits are
assigned, please delete those audits first before deleting this location.
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