Organizations overview
Organizations are used to define the hierarchical structure of your company. Organizations can also represent external companies that you do business with, such as vendors, co-tenants, partners, and customers.
Organizations are parents to locations, which have people who use the assets that you manage. You use the organization data when you complete various processes in IBM® TRIRIGA®, such as allocating space, managing moves, and managing leases and contracts.
The organization structure is hierarchical. You set up your organizations based on their relationships with each other. You can add as many divisions and departments as necessary to represent the structure of the organization. For example, you can model your organization tree after your corporate human resources system.
Hierarchical relationships can be recursive. For example, divisions can have child divisions and departments can have child departments. You can build a hierarchy with as many layers or levels as you need.
Contact roles
A role-based system is used for managing contacts. You can designate the role of the contact, such as Manager, Primary Contact, or Human Resources, and select the person who is filling that role. Approvals and notifications can be based on the contact role for a record. If the person who is filling the role changes, the replacement person receives the notifications. For example, when the status of an organization changes, you might want to notify the Human Resources contact. Whoever is filling that role at the time of the change is sent the notification.
Space details
Adjacency requirements enable you to define the space planning relationship between two organizations.
With space level allocations, you can define the areas or spaces that organizations use or manage, for use analysis and charge back purposes. When an organization is associated to a space with a type of Charged To, an active Space Level Allocation record is created. When you remove the association, the system maintains the record for historical and reporting purposes but moves it to a retired status.
Environmental details
You can record environmental data at the organization level or at the location level. The environmental information is used by the application.