Create new unit

If you need to create a new department or unit in the deviation system, go to the "Organization" tab. Here you can set up the structure of your organization for reporting deviations and improvements.

Note! If you have Simployer Portal, there is no synchronization between the two when it comes to the structure of the organization, and it must be set up manually in the deviation system.

Here’s how to create a new unit:

1. Select the department you want to create a new unit at the same level as, or as a sublevel of, and click "Create new."
2. Enter the name of the new unit.
3. Check the box for "Deviations can be reported directly to this unit" (unless it should be a higher-level department with multiple subunits).
4. Check whether it should be created at the same level as the department you are currently in, or as a sublevel.
5. Ensure that "Close settings" and "Main responsible person should always have the case first" are checked (this is the default and should always be used).
6. Click "Add people" and select those who will have roles in this department, then click OK.

Note! You cannot save a department without a main responsible person and case handler.

7. Click "Save."

Note! If you saved the unit at the wrong level, there is a button at the top under "Edit unit" called "Move unit." This will show you all the units in your organization, and you can choose which higher-level unit the new unit should be under.