Managing Departments

Managing departments comprises creating, editing and deleting departments.

Creating Department

To create a new department:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree.
  2. Click New.
    This displays the Create New Department dialog.
  3. Fill in the name and ID fields under the General tab.
    The other fields are optional.
  4. Define the parent department.
    To assign the department a parent department, enter the parent department ID into the supplied fields. Alternatively, click the Select button, and then select the appropriate parent department in the dialog.
  5. Click Apply.
    The new department is created and the other tabs in the Department detail view become active.

Editing Department

To edit an existing department:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree.
  2. Click the department you want to edit.
  3. Under each tab, edit the information as needed.
  4. Click Apply to save your settings.
    Otherwise, click Reset to discard your changes.

Deleting Department

To delete one or more departments:
  1. In the navigation bar, select Organization | Departments.
    This displays the department hierarchy tree. Click the plus (+) symbol next to a department to view the departments it contains.
  2. Check the boxes next to the departments you want to delete.
  3. Click Delete, then OK to confirm the deletion.
    This removes the selected departments from the system.
Tip:
You can also delete a department in the Department detail view by clicking Delete in the General tab.