Departments
In the Departments section, you can create and manage your company's organizational units. Here, you can create new departments, edit existing ones, or mark them as inactive.
In the following sections, we will guide you through all available features and show you step by step how to create, customize, and manage departments.
➢Click on Departments in the navigation bar to go to the Department section.
▶ By default, the Department section opens in the Active Departments view.
In this view, all active departments are displayed in a table.
You can switch to other views using the drop-down menu:
➢Click the down arrow and select a view:
▪Active Departments: A table listing all active departments.
▪Inactive Departments: A table listing all inactive departments.
The following section describes how to create, edit, and manage departments.
▶ The procedure is described in the Active Departments default view. The procedure is the same in the other views.
Create Departments:
➢Click New in the command bar. ▶ The New Department form opens.
➢Fill out the form:
▶ All required fields are marked with a red asterisk.
➢Name: (1)
➢Enter the name of the department. It should be as descriptive as possible, e.g., Development.
➢Owner (2): By default, the system sets the person who created the department as the owner. You can change the owner.
➢Click the search icon to select a different owner from the drop-down menu.
➢Click Save or Save & Close on the command bar.
▶ A new Department has been created.
Edit Departments:
Editing an existing department follows the same process as creating one: All fields that have already been created can be modified as described above.
▶ Fields that cannot be edited are marked as locked with a lock icon.
➢Select the department you want to edit, e.g., Consulting.
➢In the Active Departments view, click Consulting. ▶ The Consulting form opens
➢Enter the desired changes.
➢Click Save or Save & Close on the command bar.