Here we have gathered all the knowledge about how you build and manage your organizational structure in Stratsys. We will guide you through the process of creating, modifying, and deleting a department.
Under the Organization tab in the administration, you can create new departments and build your organizational structure. There is an organizational structure for the current year and one for the planning version. If you want to make organizational changes, you need to ensure that you are in the correct version.
Yes boss. Here you have access to make the necessary changes in your organization. By clicking on the plus sign (+) next to each department, you expand the tree. You can also click on the buttons "Expand the entire tree" or "Minimize the entire tree" to easily hide or show departments.
Note: If you have a need to work with cross-functional departments and areas in Stratsys, we recommend contacting your consultant to determine the best solution that fits your needs.
Add a new department
To add a new department, you need to click on "Add". This button is visible for each organizational level, allowing you to easily add new departments where they belong. Please refer to the image below for reference.
Red: Click on "Add" here to add a department directly under "Stratsysdemo".
Green: Click on "Add" here to add a department directly under the "Region" department
When selecting "Add", the following dialog box will appear:
1. Name - Add the name of the department.
2. Designation - If the department has a long name, you can also add a shorter designation. When selecting the "Department" node property, you can choose to display the designation in the view. Refer to the provided link for more information. Click here
3. Place under - If you have chosen to add the department under the wrong part of the organization, you can correct it here.
4. Place before - Choose the desired placement for the department.
5. Enhetsgrupper - Add the department groups that should belong to the department. Read more about Department Groups here A department group is a collection of users who belong to a group that determines what they can do for their specific department and products.
6.Default responsible (nodes)- Are there any individuals who should be responsible for reporting on all new information added to the department? Add those individuals here.
7. Default reporters (reports)- Should anyone report on all the reports available in the department? Add those individuals here, and they will always receive a notification to report.
8. Externa koder - Do you use a source system that should be synchronized with the department? For example, AD sync, Kolada? Fill in the relevant information here.
Edit a department
f you want to make changes to an existing department, you click on the name of the department in the department tree.
You will then be taken to the "Edit department" page where you can fill in your modifications and confirm them by clicking the "Save" button.
The information that can be added when creating a department can also be modified. Please refer to the list above under Add a new department for information on what each part means.
If you have accidentally added the department under the wrong department, no worries. With the help of drag and drop, you can easily move your department to the desired location. Simply click and hold the department you want to move, and place it on the desired level. Please note that subordinate departments will also move along with the department you are moving.
Note that moving departments to a different level or merging two departments significantly impacts products, configurations, and reports. It is advisable to consult with your contact person for major changes to ensure a smooth transition.
Departments that are marked as "Hidden department" can only be seen by users who have access to hidden departments, which is determined by the permission groups.
Please note that information from hidden departments can become visible to all users through filtering on underlying departments and through reports created by users with the permission to view hidden departments.
Remove a department
Please note that only departments that do not have any sub-departments can be deleted. Deleting departments has a significant impact on products, nodes, and reports. It is advisable to consult with your contact person on how to proceed.
- Users whose main permission is set at the department level will be moved up to the parent department. They will retain the same main permission on the new department as they had on the removed one.
- If the user has an additional permission on the removed department, that additional permission will be removed when they are moved to the parent department.
- If the user has additional permissions on another department, those permissions will remain in place.
Edit a department in the planning version
When you want to make an organizational change that will take effect in the next year, you make the change while you are in the planning version.
Units that you add here will only appear in the organization tree when you are in the planning version. If you want to make a change that affects the current version as well, you must select the current version in the version selector before making the organizational change. Typically, organizational changes are made in the planning version.
This allows the current year to continue with its operational work while organizational changes can be made in the planning. In the planning version, the modified units are displayed using the following icons:
Standard responsibles & Standard reporters
There are two different ways to automate the responsibility allocation in the tool. For text/measure and activity nodes, you can use standard responsibles for nodes and standard reporters for reports. To achieve this, you need knowledge regarding responsibility roles, reminders, and standard responsibles. Responsibility roles
Standard responsible (nodes).
To expedite the planning process, you can define which users should be automatically added as responsibles in each Responsibility roles. Each unit can have one or more standard responsibles. These individuals will automatically become responsible for new nodes created on or moved to the unit. You can manage the standard reporters per unit under Organization/Standard Reporters, and standard responsibles for a unit or per user (read more in User administration).
Specify the unit in question, as well as the responsibility role(s) in which the user should be automatically generated.
In the "Edit" mode of the nodes, you can manually change who is responsible if the responsibility should be assigned to someone who is not the standard responsible.
NOTE! For text nodes (and for some customers, activity nodes as well), the standard responsible is set only for the unit where the node is created, not for units where the node is made visible.
Standard reporter (reports)
You have the ability to set up standard reporters for each unit. The users who are standard reporters for the unit will automatically become reporters when a new report is created on the unit, when a report is assigned to the unit from above, or when you choose to reset the standard reporters for a reporting unit. See Manage reporters for a report.
NOTE! In an already existing report, the new responsible person is added, except in cases where individual standard reporters have been manually removed. Manually added reporters are not affected by specifying a standard reporter for the unit.
If you want to use standard reporters in old reports, you can read more about it in the article "Manage reporters for a report."
If you want to add one or more users as standard reporters, you can go to the Organization Settings in the administration and click on the department(s) where you want the users to become standard reporters. This setting can also be specified in the user settings.
You can also manage the standard reporters per department under Organization / Standard Reporters and standard responsibles for a department.
Change of standard responsible.
If you want to change an already selected standard responsible to a new user, you do it in the same way as when you initially selected the previous standard responsible. When making the switch, it is important to start by removing the user who is currently the standard responsible. The reason for first removing a user before adding a new one is that certain nodes can only have one user as responsible. If you were to add a new standard responsible before removing the previous user, there is a risk that it won't update, resulting in no one being responsible for certain nodes.
To remove the previous standard responsible for existing nodes, start from step 1 in the image below. If you want to keep the user as responsible for existing nodes, you can skip step 1. In step 2, you only remove the standard responsible for new nodes created after the user has been removed as the standard responsible.
Image showing how to remove a standard responsible.
When adding a new user as a standard responsible, the user will only become a standard responsible for new nodes created after the user has been added. If you also want the user to be responsible for existing nodes, you need to click on the person icon with a plus sign (step 1).