7.3.1. Departments

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

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

1. Export All Data to Excel ( ): This button allows administrators 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 administrators to input the name or title of the department. It is a mandatory field.
3. Department Code: This is a text field that allows administrators 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 system. It allows administrators 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 system. It allows administrators 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 administrators to provide a brief description of the department.
7. Active: This is a checkbox that, when selected, allows administrators to mark the department as active.
8. Reset All Fields: This button allows administrators to reset all fields, clearing them of content.**
9. Delete Selected Department: This button allows administrators to delete a selected department from the grid.**
   • Upon clicking this button, a message will appear at the bottom of the page indicating whether the operation was successful.
     

!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 administrators to save the department.**
    • If all mandatory fields have been completed and this button is selected, a confirmation message will appear at the bottom of the page, indicating that the department has been added successfully.
      
    • If mandatory fields have not all been completed and this button is selected, an error message will appear instead, indicating the fields that still need to be filled out.
      

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

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