Departments Purpose

The purpose of Departments is to add departments in your company for use in locations within the system. Here, you can manage this information and change the status as needed. 

Departments Overview

The Departments Tab displays each department that has been added to the system and its status (active or inactive).

It may be used to view all departments, add a department, or to update an existing department within the system. You may also change the status of a department within this tab. 

To access this tab, click on Admin > Client Setting at the top of the dashboard. Then select the Departments Tab.

Adding a Department

You may add as many departments as needed within the Departments Tab. Complete the following steps to add a new department: 

Step 1: Click on Add New Department within the Departments Tab.

Step 2: The Department Name is displayed throughout different locations in the system and should be easy to identify by users. 

Step 3: The Status will default to Active. Active departments are visible in the system. If you do not want the department to be visible, then choose Inactive. 

Step 3: Click Save to finish adding the department to the system. The new department will appear at the bottom of the list within the Departments Tab.

Updating Department Information

Each department displayed on the Departments Tab will have a Pencil Icon to the right of its current status. 

Click on this icon to open a screen for updating the department information.

Remember to click Save after making the changes.

Changing the Department Status

A department may have an "Active" or "Inactive" status. Departments with an active status will appear in various locations throughout the system. 

To change the status, click on the Pencil Icon for that department and then select the appropriate status in the Status Menu. Click Save to finish.