Companies - Business Units

Modified on Thu, 24 Oct, 2024 at 7:19 AM

OVERVIEW

In a Company User Account, the Business Units tab contains a list of specialised groups that enable Case Managers (from the Company) with logins to view and manage each other’s cases.

As a standard rule, Case Managers with a login to the provider's platform are only able to view and access cases where they are the Booking Case Manager.

For managerial purposes, Business Units allow selected Case Managers to have access and keep track of all cases created from within their team.

GLOSSARY
CREATE A NEW BUSINESS UNIT
MANAGING BUSINESS UNITS
- Filter Business Units
- Open/Edit and Existing Business Unit

GLOSSARY

Name	Definition
Business Unit	A group of users (with logins) that can view and manage each other’s cases
Case Members	The list of Case Managers (and their cases) that a Business Unit Manager will be able to view from their own login
Business Unit Managers	Case Manager(s) within the Company that will be able to view all cases booked by Case Managers added into the Business Unit
External Business Unit Managers	Case Manager(s) outside of the Company that will be able to view all Business Unit member cases

CREATE A NEW BUSINESS UNIT

Open a Company User Account (with Case Managers that have logins to your platform).
Go to tab Business Units.
Click Add Business Unit.
Fill in information in the new popup, as required (see the Business Unit Fields table below).
- Things to Consider to Setup a Business Unit:
  - A Case Manager can only be a Business Unit Manager of ONE Business Unit. When incorrectly entered, a warning message appears to identify which current Business Unit is currently occupied.
  - To setup all members to see each other’s cases, add each Case Manager to Business Unit Managers.
  - To restrict only certain member to see all other cases from their team, add the team into Case Members and add the manager(s) to the Business Unit Manager.
Once all mandatory requirements are fulfilled, click Save.

Business Unit Fields

Field	Notes
Business Unit Name	Mandatory
Description	Mandatory
Case Members	Add as many Case Managers within the Company that you want other members to be able to view from their own logins
Business Unit Managers	Add as many Case Managers within the Company that require to view/access bookings created by Business Unit members
External Business Unit Managers	Add as many Case Managers outside the Company that require to view/access bookings created by Business Unit members

MANAGING BUSINESS UNITS

If there are Business Units created in the Company User Account, the following interactions can be actioned:

Filter Business Units

Enter text in the Search Bar and click Search (magnifying glass) to only show results where the entered text can be found in the following columns:

Business Unit Name
Description

Use the Status filter to only show Business units based on whether they're Active or Inactive.

Open/Edit and Existing Business Unit

Click on a Business Unit Name (blue text) under column BU Name to open and edit the Business Unit arrangements.