Organization

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Organization structure

To manage organization units, go to SettingsOrganization in the top menu.

This will open a view of the organization structure. Based on your permissions you will either see the whole structure or parts of it.

When first viewing the structure, it is collapsed. To open its different parts and viewing the hierarchy, click on the plus sign left of its name.

Add new organization unit

To add a new organization unit, click the button Add new organization unit in the menu.

Name: name of the new unit

Cost center: enter any cost center linked to the unit

Time zone, Currency and Language: reiterates those set for the company, but can be changed

Manager: one of the registered staff members can be set as manager for the unit

Superior hierarchy: add the unit, among existing units, to be superior to the new unit in the hierarchy

Name and Superior unit are mandatory fields and need to be filled out

Delete organization unit

Tick the checkbox in the leftmost column belonging to the unit you want to remove and click Delete organization unit in the menu.

You will be asked to confirm the deletion.

If the unit is not used in any other function you will be able to delete it.

If not, remove any assigned Avistaplaces and try again.

You are currently not able to change the validity period.

Contacts

You are able to assign contacts to each unit.Click on Contacts button

Manage it in similar way as described in https://avistatime.com/knowledgebase-eng/contact-information/

The only difference is that the form is larger.

Avistaplaces

By selecting an organization unit and clicking the button Avistaplaces you are able to link Avistaplaces to the unit.For further details, see the guide Avistaplaces.

You can use these Avista places together with Kiosk portals to indicate where they are placed.

Parameters

Mobile schedule row

You are able to decide standard schedule name for unplanned work orders created via smartphone. This is done in the column Mobile schedule row.

Select organization unit and click the field of the Mobile schedule row column to select assigned schedule.

WS serviceTime picker

WS in mobile can use Time picker. It can be On or Off, and it’s set here for users belonging to the selected organization unit.

Select row for the organization and use the drop down menu to change setting.

WS service Default time

WS in mobile can use Actual or Planned time, and it’s set here for users belonging to the selected organization unit.Arbetspass i mobilen

Select row for the organization and use the drop down menu to change setting.

Allow change place structure

If the place structure should be allowed or denied for users to change in mobile, it can be set here.

Select row for the organization and use the drop down menu to change setting.

If it’s allowed to change the place structure these choices are shown in app settings:

Days in mobile DP

In mobile you can have the function Change the today’s task plan, and you chan either change plan for today which is default, or for several days ahead.

Select row for the organization and use the drop down menu to change setting.

Number of days includes today.