This article provides basic work instructions for the Organization module in Relatics 5, including how to create and manage organizations, persons, and teams, link them to relevant contacts or projects, and retrieve and manage associated elements such as roles, addresses, and contact details.
Introduction
In this module, you manage all organization-related information within your project. This includes organizations, persons, roles, teams, departments, addresses, and their classifications. Relatics allows you to record and maintain this data in a structured way, ensuring clarity and consistency across the project organization
Objective
The aim is to ensure full traceability and transparency of who is involved in the project, in which role, from which organization, and at which location. In many projects, this information becomes fragmented or outdated, leading to miscommunication and inefficiencies. A centralized and structured approach prevents this.
Solution
Relatics addresses this issue by helping you manage all relevant organizational data in one place. When used consistently, this module provides insight into the organizational structure, responsibilities, and communication lines. It supports effective collaboration, avoids duplication, and enables smooth project execution.
Work Instruction – Organization
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