How Do I Add a Department?
The Department module is used to document the different sections of an organisation.
To add a department:
- On the left column, go to ‘Departments’.
- Click ‘New Department’.
- Enter the Name and Description.
- Select the Location from the dropdown options.
- Click ‘Save & Submit’.
To add Employee Documents and Training Controls to Departments:
- On the left column, go to ‘Departments’.
- Click on the department you want to add the controls to.
- Select from the dropdown options the employee document controls, and employee training controls.
- Click ‘Save Changes’.
To Allocate Companies and Employees to Departments:
- On the left column, go to ‘Departments’.
- Click on the department you want to allocate/deallocate companies/employees to.
- Scroll down to ‘Companies’, you can allocate employees under this section in the ‘People’ section.
- Click ‘+Allocate/Deallocate Companies/People’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of companies/people.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘x’ at the top of the page.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. occurrence date, issued by, project and location.
This is required before you can add departments:
Other Options:
- Under the dropdown options, you might see an option to add more, by clicking the ‘Here’ button highlighted. This will take you to the section you wish to add more of - be cautious that when you click this button, the details you have entered will be deleted.