Departments

Departments can be used to further define companies and to group existing users within the system. In addition, departments are used by the Space module to specify the group a space is allocated to, is owned by, or manages as well as being used by the Provision module when adding user details

The Departments page allows you to view a list of existing departments, to create a new department, and to view/edit information about the department. Once a department has been created, you can define the appropriate parent/child department hierarchy on the Department Details page.

To open the Departments page:

  1. Open the Administration Menu page.

  2. Under the COMPANY ADMIN heading, click Departments.

    The Departments page opens. A list of all existing departments appears in the yellow pane.

ClosedAdd a Department

Adding a department allows you to create a new group. To create a department:

  1. In the Department # field, enter a number for the new department.

    The department number must be unique.

  2. In the Department Description field, enter a short description of the department.

    The system validates both the Department # and Description values to prevent you from entering values that consist solely of one or more space characters.

  3. Click the Authorizing Manager Select link.

    A dialog box opens, allowing you to select the user who manages the department.

  4. Click the Company Select link.

    A dialog box opens, allowing you to select the company the department is associated with.

  5. In the Org Code field, enter the organization code for the department.

  6. Click ADD.

    A list of all the defined department appears in the yellow pane at the bottom of the page.

ClosedEdit a Department

Departments can be modified. For example, if you want to make a department inactive, you can modify the status. To edit a department:

  1. Click the Edit button to the right of the department you want to edit.

  2. Modify any of the following values:

    • Department # – the number of the department
    • Department Description – the description of the department
    • Authorizing Manager – the user that manages the department
    • Company – the company the department is associated with
    • Tab Order – the order in which the department is displayed in drop-down menus
    • Org Code – the department's organization code
    • Status – Active if the department is active

  3. Click UPDATE.

ClosedDelete a Department

Departments that have not been used can be deleted from the system. You cannot delete a department if it is associated with a space or has any child departments defined on the Department Details page.

If the department has been used, it you cannot delete it. You can, however, edit it and change it to Inactive so that users can no longer access it.

To delete a department:

  1. Click the Delete button to the right of the adjustment type you want to delete.

    A dialog box opens asking you to confirm your choice.

  2. Click OK.

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