Cargo companies can manage their operations effectively within Navarik Inspection by dividing its organizational entities into Regions, Business Groups, and Desks. It is entirely up to your organization to decide how to structure this. This helps sort nominations, inspection results, and invoices. These can also potentially impact user roles.
The users can only view nominations, worksheets, and approve or dispute invoices that belong to the Business Groups they have been assigned to. If needed, a user can be assigned to multiple Business Groups.
Think of it this way:
• Regions: These are the broadest geographical segments, representing continents in our analogy. They encompass all business activities within a specific market or area.
•Business Groups: Within each region, you have countries – your Business Groups. They focus on specific industry product lines, bringing together teams with specialized expertise. The business groups are used to distinguish between different operations, such as a supply business or a trading business.
•Desks: Finally, within each Business Group, you have your cities – the Desks. These are dedicated units responsible for specific tasks or functions. Desks can be used to distinguish operations within a business group. For example, one desk might oversee jet fuel and another might oversee Diesel Fuel.
A. Creating a Region
1. From the Catalogue menu, select Regions
2. From Action menu tab, select Create Region
3. In the Create Region pop-up box, enter the Region name, set status to Active and select Save
4. The Region is created and displayed, and you may add business groups by clicking the "Add Business Group" tab
B. Creating Business Groups
1. From the Catalogue menu, select Regions
2. Search the region to which you wish to add the business groups; click on Region
3. From the Regions view-one page select "Add Business Group"
4. Enter required field in the Business Group pop-up box, and click Save
A brief description of the above fields: (All fields with an asterisk are mandatory)
• Business Group: The name of the business group.
• Financial System: The financial system used.
• Legal Entity: The legal name associated with the business group.
• Status: Indicates if the business group is active or inactive. If inactive, the business group cannot be used for offices.
• Notice of Loss Emails: The email addresses of the persons who should receive the notice of loss emails.
• Invoiceable: Indicates whether the business group should be available for selection in the nomination invoice instructions.
Note: Regions are also referred to as hubs. One or more offices will be categorized as belonging to a region/hub and usually, one office in the hub is designated as being the hub’s head office. They sometimes get extra powers, like being able to add people to other offices within the region/hub or handle invoices for other offices.