Creating the Organization Structure

The Provider Organization module is designed to allow flexibility that should allow the provider company to easily organize their staff and people in services.  The Organization structure follows the pattern of a typical business organization.  

At the most basic level, a “geographical”  organization structure might look something like this:

Alternatively, a basic  “functional” organization would look something like this:

View a demonstration about how to building a simple organization around programs

In the UPI Org structure, these Organizations would look like:

In the UPI Org structure, organizational layers can easily be added to accommodate highly detailed or complex structures.  For example, geographical and functional organizational structures can  be combined into a single org structure such as:

In UPI, this detailed organization structure would look like this:  

Note:  Each group name can only be used once in the organization structure.  The importance of this will become clear when using reports that document what groups an employee or Person in services is assigned to.

Note:  All organizations have a top or root “Administration”.  Organizations, especially small organizations, may choose to only have the Administration level and all employees with access to UPI and all people in services would be placed in this group.

Example 1:  Geographical/Regional Organization

Key components:

• Administration is the top level of the organization.  The Administration level has access to all of the People in services in the geographical regions.

• Single layer of groups below the Admin Level

• Employees in a single group

• People in services in a single group

Example:

• Administration

• • Northern Region

  • Central Region

  • Southern Region

Key components:

• Single layer of groups below the Admin Level

• Employees in multiple groups

• Some people in services in a single group

• Some people in services in multiple groups

Example:

• Administration

• • Day Programs

  • Residential Programs

  • Supported Employment

Example 3:  Geographical groups with functional groups

Key components:

• Multi level groups combining geographic regions with functional sub (child) groups

• Employees in parent groups that inherit People in sub groups in their branch

• Employees in multiple branches

• People in services in multiple branches

Example:

• Administration

• • Northern Region

  • • Residential Programs

    • Supported Employment

Example 4:  Geographic regions with functional sub groups and program sites

Key components:

• Multi level groups combining geographic regions with functional sub (child) groups

• Functional sub groups have program or facility sites broken out

• Employees in parent groups that inherit People in sub groups in their branch

• Employees in multiple branches

• People in services in multiple branches and in program sites

• Administration

• • Northern Region

  • • Residential Programs

    • • Grouphome A

      • Grouphome B

    • Supported Employment