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Managing Org building rounds

An Org building round is a server-driven process that invites managers to name their subordinates in a top-down sequence. You start the process by identifying a level of management. Org Manager emails managers and invites them to to create, modify, and verify the OrgChart data. The process cascades down to the next level until all levels of management have been involved. The end result is a verified OrgChart that has been signed off by all the managers participating in the process.

After the OrgChart has been defined you should continue to maintain it by periodically reviewing/validating either the OrgChart itself or sections of it. This is especially applicable for sections of your organization that are experiencing high growth, turnover, or have been reduced by layoffs. You can carry out multiple Org building rounds on different sections of the organization at the same time, as long as those sections of the organization do not overlap each other.

You must be a product administrator with the ”Start Org building rounds” capability.

Start an Org building round

To start an Org building round:

  1. Click Manage the OrgChart > Org building rounds > Add new....

    Or,

    Click Manage the OrgChart > Update the OrgChart.

  2. Select 2101.png the manager with whom you want to start the Org building round.

  3. Click Start.

    The Initiate Org building round page loads.

  4. Optionally, update the notification details:

    1. Select the “Other” radio button for the notification detail you want to modify.

    2. Type the new notification details. You can include the following variables, the values of which will be replaced in the actual notification message:

      • <DATETIME>

      • <MANAGER_ID>

      • <LINK >

    If you make changes, click Update.

  5. Click Continue.

    Bravura Security Fabric displays a summary of the descriptions.

  6. Click Submit.

    Bravura Security Fabric notifies selected managers to start the process.

Click below to view a demonstration.

Cancel an Org building round

To cancel an Org building round:

  1. Click Manage the OrgChart > Org building rounds.

  2. Enable the checkbox for one or more rounds, then click Cancel.

When a manager involved in an OrgChart building round has been removed, their segment will be escalated and the manager acting as the delegate will now be able to sign-off the round.

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