A department is created to group users within that company together.
A department is associated with a company and is used to group users within a company:
- A user cannot belong to more than one department.
- Departments are associated with only one company; they cannot span multiple companies.
- Department names within a company must be unique.
- Consumption limits can be assigned to departments. For example, the maintenance department might be limited to ten pair of gloves per month.
Also note that when a company is created a “DEFAULT” department is created for automatically in the company. The default department cannot be modified. It is created because each company must have at least one defined department.
3.1 Create a new department
1. At the far left of the home screen, click the Company tab to display the company navigation tree.
2. In the Company Tree, click the company that will hold the new Department.
3. In the menu bar, click the Administration drop-down.
4. Click Company option in the drop-down. The Administration> Company ribbon bar will open.
5. Click the Manage drop-down in the Department box on the ribbon bar.
6. Click the New Department option in the drop-down.
7. Type the name of the new department in the Department Name field.
8. Type a description of the new department in the Description Name field.
9. There are three different configuration boxes on the New Department screen. If this department will have users that will have unrestricted access to all inventory locations, items and reference codes, keep all three items checked. Configuring these three types of restrictions on the department level will be detailed following sections of this manual.
10. Click Save to create the new department.