The organizational chart can be viewed from different perspectives. The focus can be placed on
the approval processes in the invoice receipt book
the release options for folders, subfolders and documents in Teamwork
the detailed description of jobs and how they are filled by suitable employees
The different perspectives cannot be taken at the same time, which is why you should choose the one for which the use of the organizational chart brings the greatest added value.
Creating an organization chart
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There is also a template for medium-sized companies and one for small companies. The templates can be adapted flexibly.
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If you have already created a structure, the existing assignments are deleted by adopting one of these templates. To prevent this from happening accidentally, a corresponding warning is displayed.
Customize the structure of your own company via "Add" and "Remove" (1). Use the arrow buttons (2) to edit the assignments by moving the lines up and down or indenting them. Save and go back (3).
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Once you have distributed all the jobs, use the same drag 'n drop procedure to assign employees to the jobs (1). Depending on whether you have opted for a single or multiple assignment of employees in your company settings, the number of available employees in the right-hand area decreases after they have been assigned to a job (single assignment), or it remains the same because you can assign the same employee to several jobs in the organization chart. In the example shown, the company settings are "Assign employees multiple times in the organization chart".
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Using the organization chart for approvals in Teamwork
If you want to use the organization chart for a release regulation in the DMS Teamwork, you will find the decisive call Update Teamwork in the further actions, apart from a few self-explanatory functions.
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Only after you have carried out this action will the department-related sharing rules for folders, subfolders and documents be applied in accordance with the new organization chart assignments.
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