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Administrator Guide
Last Updated: 2025-01-10
Change Organizations on Work Orders for Workday-Integrated Tenants

Change Organizations on Work Orders for Workday-Integrated Tenants

Have the following permissions:
  • field.organization_unit
    . This is a field-level permission. Some tenant configurations may make the Organization Unit field non-editable, despite having this permission.
  • organization_unit.read
    .
  • bulk_operations.workorder.update_organization
    . Lets you bulk update work order organization unit.
  • workorder.modifications.create
    .
  • In addition, make sure that the work order is:
    • Provisioned in Workday.
    • Eligible for provisioning.
    • The primary work order.
If you want to adjust the organization on a work order provisioned in Workday, you can do so with the
Make Organization Changes
 action. Both vendor and client users can change the organization unit, although there are special considerations when changing the organization unit in a work order provisioned in Workday.
  1. From the header, select
    Work Orders
    .
  2. Open the appropriate work order and click
    Make Organization Changes
    .
  3. Change the
    Organization Unit
    .
    If you're changing an organization unit with the following staffing models, you'll be prompted to select a position type:
    • Job Management to Position Management.
    • Position Management to another organization unit with Position Management.
    You'll be able to select organization units at or above your current organization level. Users may be prompted to select only resource managers that are associated with that organization unit if this has been already set up in the
    Job Form Configuration
     page. (
    More
    Company Settings
    Job Workflows
    Job Form Configurations
    Resource Manager
    Restrict Resource Manager to Organization Hierarchy mapping
    ).
  4. Click
    Review Changes
     and review the change.
  5. Click
    Submit for Approval
    .
The change will sync with the work order provisioned in Workday. Be aware:
  • This change may require approvals which will delay the sync with Workday.
  • Even if there are no approvals for the change, there will be a slight delay with the sync with Workday.