10.3.1. Departments

In the Departments tab, users can create, edit, and delete departments.

*For general reference, mandatory fields in both Organization Management applications are indicated by an asterisk (*).

1. Export: This button allows users to export the grid data to Excel.
   • If selected, an Excel file containing the grid’s contents will be automatically downloaded to the user’s device.
2. Department Title: This is a text field that allows users to input the name or title of the department. It is a mandatory field.
3. Department Code: This is a text field that allows users to input a unique code or identifier for the department. It is a mandatory field.
   • This code can be used for reference or sorting purposes.
4. Department Manager: This is a single-select dropdown field that retrieves the list of roles within the organization. It allows users to select the manager of the department.
5. Parent Department: This is a single-select dropdown field that retrieves the list of departments within the organization. It allows users to select the parent department under which the current department will be categorized, if applicable.
   

   **Selecting a parent department establishes a hierarchical relationship between departments.

6. Description: This is a text field that allows users to provide a brief description of the department.
7. Active: This is checkbox which, if selected, allows users to mark the department as active.
8. Reset All Fields: This button allows users to reset all fields, clearing them of content.**
9. Delete Selected Department: This button allows users to delete a selected department from the grid.**
   • To delete, select the department from the grid (by double-clicking) and then click on the Delete Selected Department button. Upon selecting this button, a confirmation message will appear at the bottom of the page informing users that the department has been deleted successfully.
     

!Please note that if a department is associated with any form or process in the system, the application will automatically prevent its deletion.

10. Save: This button allows users to save the department.**
    • If all mandatory fields have been filled and this button is selected, a confirmation message will appear at the bottom of the page informing users that the department has been added successfully.
      
    • If mandatory fields have not all been filled and this button is selected, an error message will instead appear at the bottom of the page informing users of the fields that still need to be filled.
      

** In the Organization Management version of the application, these fields are not available, preventing unauthorized users from creating, editing, or deleting departments.

*To view or edit the properties for an existing department, double-click on it from the grid.