SP Organization Chart Advanced Use

SP Organization Chart Advanced Use

This article deals with advanced use cases in the SP Organization Chart. For a simple explanation of the SP Org Chart, see Build a Basic Service Provider Organization Chart

Because this gets a bit complicated we have color coded all the examples as follows:

Blue = SP Division Names
Orange = Employee Users
Red = Service Location Records

The position of an Employee User on the SP Organization Chart in relation to the position of a Service Location Record on the SP Organization Chart determines what locations they can see. In order for multiple employee users to see the same location they will need to be assigned a position in the same division as the service location or upline from that division.

Multiple Employees For The Same Location

For example, if we have 3 employees (John, Sally, and Michael) who all need to see the Location A service location which is assigned to the SP division named Location A's Division in the SP Organization chart then John, Sally, and Michael could all be assigned to the SP division named Location A's Division in order to each be able to see that location. Alternatively, if John, is a supervisor over Sally and Michael, you may only need to assign Sally and Michael to Location A's Division where Location A is also assigned. You would then make sure that the SP division named John's Division, where John is assigned, is upline from Location A's Division.

Let's use the indentations for the bulleted list below as upline vs downline examples. The names in the list represent the SP Division names as described above.
  1. John's Division (where only John is assigned a position)
    1. Location A's Division (where Sally and Michael are assigned positions AND where Location A's service location record is assigned)
    2. Location B's Division (Where Jacob is assigned a position AND Location B's service location record is assigned)
We take this example one step further to illustrate the fact that Sally, Michael, and John are all able to see Location A whereas John and Jacob can see Location B. In this structure:
  1. John can see Locations A and B
  2. Sally can only see Location A
  3. Jacob can only see Location B
  4. Michael can only see Location A
Keep in mind: Even though we can name a division after the intended Employee/Client/Location records which SHOULD be assigned to the division does not mean that they always ARE assigned there. This could be due to a mistake when assigning a record to a division or a restructuring of the organization.
  1. John's Division (where NOBODY is assigned a position)
    1. Location A's Division (where John, Sally, and Michael are assigned positions AND where Location A's service location record is assigned)
    2. Location B's Division (Where Jacob is assigned a position AND Location B's service location record is assigned)
Using the example above, if John were NOT assigned to the SP division named John's Division but instead was assigned to Location A's Division, then:
  1. John can only see Location A
  2. Sally can only see location A
  3. Michael can only see Location A
  4. Jacob can only see Location B
Alternatively, if Location A were assigned to John's Division and all the people were in their correct positions, then ONLY John would see Location A as seen below
  1. John's Division (where John is assigned a position AND where Location A's service location record is assigned )
    1. Location A's Division (where Sally and Michael are assigned positions BUT no service location record is assigned)
    2. Location B's Division (Where Jacob is assigned a position AND Location B's service location record is assigned)
In this structure:
  1. John can see Locations A and B
  2. Sally cannot see any locations
  3. Michael cannot see any locations
  4. Jacob can only see Location B
In our next example, let's keep everyone in their correct divisions and create a division called Location C's Division so that Sally, Jacob, and John can all see Location C.
  1. John's Division (where only John is assigned a position)
    1. Location A's Division (where Sally and Michael are assigned positions AND where Location A's service location record is assigned)
    2. Location B's Division (Where Jacob is assigned a position AND Location B's service location record is assigned)
    3. Location C's Division (where Sally and Jacob are assigned positions AND where Location C's service location record is assigned)
To accomplish this, we have added the SP division called Location C's Division and assigned a second position to Sally. This works because Sally's 2 positions are not upline or downline from herself.

In this structure:
  1. John can see Locations A, B, and C
  2. Sally can see Locations A and C
  3. Jacob can see Locations B and C
  4. Michael can only see Location A
If we wanted Sally and Jacob to see Location C but NOT have John able to see it, then we would change where the Location C's Division was located in the SP Org Chart so that it was no longer downline from John's Division
  1. John's Division (where only John is assigned a position)
    1. Location A's Division (where Sally and Michael are assigned positions AND where Location A's service location record is assigned)
    2. Location B's Division (Where Jacob is assigned a position AND Location B's service location record is assigned)
  2. Location C's Division (where Sally and Jacob are assigned positions AND where Location C's service location record is assigned)
In this structure:
  1. John can see Locations A and B
  2. Sally can see Locations A and C
  3. Jacob can see Locations B and C
  4. Michael can only see Location A

Multiple Locations For The Same Employee

In Otuvy QM there are 3 ways an employee could see multiple locations. We've already gone over the first 2 ways in our last example. The employee could be upline from multiple locations in the SP Organization Chart, or an employee could have multiple positions in the SP Organization Chart
Employees can have multiple positions in the SP Organization Chart as long as they are not directly upline or downline from themselves.
  1. John's Division (where only John is assigned a position)
    1. Location A's Division (where Sally and Michael are assigned positions AND where Location A's service location record is assigned)
    2. Location B's Division (Where Jacob is assigned a position AND Location B's service location record is assigned)
  2. Location C's Division (where Sally and Jacob are assigned positions AND where Location C's service location record is assigned)
In this example, John has one position upline from Location A's Division and Location B's Division. Sally and Jacob both have multiple positions. Because of this:
  1. John can see Locations A and B
  2. Sally can see Locations A and C
  3. Jacob can see Locations B and C
  4. Michael can only see Location A
The third way employees can see multiple locations is by assigning multiple locations to the same division.
  1. John's Division (where only John is assigned a position)
    1. Location A's Division (where Sally and Michael are assigned positions AND where Location A, Location D, and Location E's service location records are all assigned)
    2. Location B's Division (Where Jacob is assigned a position AND Location B's service location record is assigned)
  2. Location C's Division (where Sally and Jacob are assigned positions AND where Location C's service location record is assigned)
In this example, we've added Location D and Location E to Location A's Division. Because of this:
  1. John can see Locations A, B, D, and E
  2. Sally can see Locations A, C, D and E
  3. Jacob can see Locations B and C
  4. Michael can now see Locations A, D, and E
Even when Michael has only one position in the SP Organization Chart, he can now see 3 locations because they were all assigned to the same division where Michael is assigned, Location A's Division

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