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Business Units Reference Data

The Business Units reference data window can be accessed by navigating to Functions > Core > Reference Data > Business Units, Organisation > Business Unit > Business Unit, or by clicking Manage Reference Data in the Tasks panel of a Business Unit Record..

You must have a role with the BusinessUnitReferenceData permission to access this window

Refer to Managing Reference Data for further information on using reference data screens.

The following reference data is available:

Container Type

Use this reference data to define the overall function and purpose of a business or organisation (for example, a school).

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Current Status

Use this reference data to define the current statuses of business units (for example: active, open, and so on).

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Delegation Scheme

Use this reference data to define authorities delegated to schools by the location authority.

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Groups

Use this reference data to define groups of business units (for example: schools).

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Levels

Use this reference data to name each level within the hierarchical structure of a properties portfolio.

Refer to Managing Business Units to view an example of a hierarchical structure.

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School Governing Body

Use this reference data to specify school governing bodies.

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School Type

Use this reference data to define school types (for example: Primary, Secondary, Independent, and so on).

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Service

Use this reference data to define services provided by the business units.

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