Add a Department

PREREQUISITES:

  • The Department security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have a country code, state, and zip code set up. See Country Setup for more information.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

  1. From the home page, click Permitting then Organization Structure.
  2. Select the organization you'd like to add a department to.
  3. On the Department panel, click Add record.

  1. In the New Department section, enter a name of up to 10 characters in the Department Code field.
  2. Enter the name of the department (up to 40 characters) in the Department Name field.

IMPORTANT: While Department Code, Department Name, and Organization are the only fields required to create a new department, it is important to provide as much of the additional information as possible. These additional fields identify the contact information for the department.

  1. Complete remaining fields with available information.
  2. Click Add.