eCase Help :: Organogram

Organogram

The Organogram is a representation of your organisation's structure. It is used to show hierarchical relationships between the teams for producing reports and assigning users their roles.

Select the link below to open an eLearning module describing what the Organogram is.

The eLearning module will open in a new internet window.

- The Organogram screen explained (duration = 7 minutes)

To access the organogram in order to create a new team, archive a team, move a team within the organisation structure, or add users and their roles, go to the More menu and select the Organogram link under the Settings section.

The Organogram screen is made up of several sections. These are described in the table below.

Organogram screen

Field	Description
Filter by Team Name	To find a team in your organisation structure, use the Filter by Team Name field at the top of the Organogram screen. This will reduce the list of teams available, making it easier to view and amend details for the team selected.
Teams/Mailboxes Tabs	There are two different views to the Organogram. One based on Teams, where you can add new teams, rename a team, move a team in the organogram and archive a team if it is no longer needed. Teams is where you can also add people and their roles to their relevant team. The second tab is called Mailboxes. This is where you can view email configuration that has been entered for the team using the Mailboxes feature.
Organisation Structure	The organisation structure is broken down into several areas. You will see some or all of the areas depending on your eCase setup. Organisation-wide roles – used to add people to custom roles that are not dependent on a team, for example PQ Manager or Case Advisor. Mailboxes that are not team specific will also be shown at this level. Organisation teams – are used for reporting and for adding users to roles based on the team they work in. For example, Drafters, Contributors. OGDs and Agencies – the transfer out and transfer in teams will use the OGDs (Other Government Departments) and Agencies area to add in other Departments contact email addresses for when sending transfer out emails from eCase. Private Office – when a Ministerial Role has been created using the Ministers link, a team will be created in the organogram so that users can be added to the Assistant Private Secretary and Private Secretary roles for this Private Office.
Users & Roles menu links	The left hand Users and Roles menu allows you to access links that are relevant to viewing and maintaining users, teams and mailboxes. It allows you to select relevant links whilst you are on the Organogram screen rather than having to go back to the More menu.

Standard Lines

Filter the Organogram