An Organisational Group (also referred to as an Org Group) is a named collection of Organisational Units (Org Units; the nodes within the hierarchical structure of an organisation in Assure that group and categorise records by location, department, or area) that can be applied as a filter within any Assure module. Org Groups allow a user to retrieve records across multiple Org Units simultaneously without creating individual per-unit filters. When applied, only records associated with the selected Org Units are returned. An optional Cascade setting extends results to include records from Child Org Units beneath those specified in the Org Group. Org Groups are configured in Settings and are applicable across all Assure modules.
Product Context
Within Assure, Org Units are used to group and categorise records by location, department, or reporting area. Where a user needs to filter records across several Org Units at once, an Organisational Group (a named collection of Org Units used for multi-unit filtering) can be created and applied within any module list view.
How to Create an Org Group
Step 1: Navigate to Organisational Group Settings
In Assure, navigate to Settings, then select Organisational Groups.
Step 2: Create a New Org Group
Click New to create a new Organisational Group.
Step 3: Select the Org Units
The Admin selects the Org Units to include in the Organisational Group. Multiple Org Units can be added to a single group.
How to Apply an Org Group for Filtering
Once an Org Group has been created, it can be applied as a filter in any Assure module.
1. Navigate to any module list view.
2. Select the desired Org Group from the filter options at the top of the list view.
The module list view returns only the records associated with the Org Units specified in the selected Organisational Group.
Notes
- Cascade: If the Cascade option is ticked when the Org Group is applied, the results will include records from the Child Org Units of the Org Units specified in the Organisational Group. If Cascade is not selected, only records directly assigned to the named Org Units are returned.
- Org Groups are created once and can be applied across any module in Assure.
- If you need to filter on a single Org Unit rather than multiple, use the standard Filter Manager with the Org Unit - Name field as the filter condition.
AI Metadata
- Product Area: Assure -- Organisational Configuration, Module List View, Filter Management
- User Role: System Administrator, Health and Safety Manager, all Assure users with module access
- Tags: Org Group, Organisational Group, Org Unit, Filter, Module List View, Cascade, Multi-Unit Filter, Assure Settings
- Version/Region: All Assure versions, all regions
- Important Synonyms:
- Organisational Group = Org Group = org group
- Organisational Unit = Org Unit = org unit
- Cascade = include children = child org units
- Filter = module filter = list view filter
- Settings = Assure Settings menu
- Suggested Embedding Keywords: create org group Assure, organisational group Assure, filter by multiple org units, org group filtering, cascade org group, org group settings, multi org unit filter Assure, how to group org units Assure
- Relevant Modules: All Assure modules (Incident, Risk Assessment, Audit, Equipment Register, Supplier/Contractor Register, Action Manager, and any module that stores records against an Org Unit)
- Cross-Module Implications: The Org Group filtering capability is available across all Assure modules. An Org Group is configured once in Settings and can be applied within any module list view. The Cascade setting, when enabled, extends results to include Child Org Units beneath those specified in the Org Group. This is distinct from individual Org Unit filtering, which uses the Filter Manager per module. Note also that within Insights (the Assure reporting and analytics module), Org Group Cascade behaviour is reflected via the "Org Group Cascade" field in the Organisational Group table, where selecting "Parent" reflects Cascade off and selecting "Parent and Children" reflects Cascade on.