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  1. Enter the name of the organisation and your organisation website. We use this to create an organisation classification.

Organisation classification

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You will be requested to confirm your organisation classification. You are welcome to update the information about your information.

Info

Please note: In Orthogramic, we use specific questions to define your organization's classification to ensure that the documents added to the platform are relevant and aligned with your business goals. This classification serves as an initial guide, particularly when the number of documents is still low, to prevent any unintended skewing of your organization's purpose or direction. By establishing this classification early on, we help maintain the integrity of your business documentation and ensure that it continues to support your strategic objectives. As more documents are added, this initial classification may evolve, but it remains crucial in the early stages to ensure consistency and relevance.

If Orthogramic cannot populate the organisation classification automatically, you will be requested to the information about your organisation yourself as shown below.

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Account details

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Fill in the necessary account details including your name, password, email address, phone number, country and timezone.

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  • Classify Organisation: Identify the type, purpose, size, location, and products/services delivered by the organization.

Upload Organization structure and Organization roles

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  • Define Organisation Structure: Outline the hierarchical arrangement within the organization.

  • Define Organisation Roles: Specify the roles and responsibilities within the structure.Define Organisation Scope.

Documents not matching organization classification

If the uploaded document does not match the organization's classification you will be requested to verify and re-upload the correct document. The error will be displayed below.

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Info

Adding documents that do not align with the organization classification risks reducing the clarity of your business strategies and operations. If needed, update your Organization Classification in Settings > Business Architecture > Organization Classification.

Organization root

  • Select organization root: Clarify the operational scope and boundaries of the organization.

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Limit Organization coverage

  • Select the business units that are not included in the Organization coverage.

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User types

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This is the process of defining user types within the organization. It involves classifying different types of users who interact with the organization's systems or processes, ensuring that each user type is appropriately defined for optimal system interaction.

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