Create the Organizational Model

1. Access the Organizational Model in the Entity Hierarchy.
   1. Select the Default GRC context from the context menu.
   2. Click the GRC Register tab.
   3. Select Entity Hierarchy from the Frameworks group.

      

   4. Expand the Organizational Unit folder to view the list of organizations.

      

2. Right-click the Organizational Unit folder, click Add Object and select Organizational Unit.

   

3. Click Select to choose the Organizational Unit Parent.

   Notes: There are three options: Click Top Level to make this a main parent node. Enter a name or parent name and click Search to locate a specific node Click Show All to see all node options. This list is populated based off of the Organization Unit names entered into the Governance Portal as the organization is built out.

4. Enter the Organization Name.

   Note: Do not utilize the following characters when entering information into Portal; & * % # @; / \ : , - or ~. .

5. Enter a Description.
6. Select a Type from the drop-down list.
7. Select the Priority from the drop-down list.
8. Select an Industry from the drop-down list.
9. Select the Reporting Entity from the drop-down list.
10. Click Select User or Select User Group to choose an owner for this organization unit.
    • Enter text that contains the name, email address or network ID of the user you wish to select and click Search or click Show All.

      Note: A list of users containing, (not equaling), the entered text will display in the search results.

    • Click the name of the user or click Select No User to indicate the user is not required.
11. Select a Business Line from the drop-down list.
12. Select the Geography from the drop-down list.
13. Select the ERP system from the drop-down list.
14. Enter the Industry code.
15. Enter a Reporting Industry code.
16. Select a Checklist from the drop-down list.
17. Click Save or Save & Add to add additional organizational units.

    Note: An organization number is automatically assigned to the organization unit.

Note: The Administrator defines choices for the Value Lists in the Admin tab.