Departments are the teams your employees belong to. Equipment someone holds counts toward their department.

Overview

Each employee can belong to a department. Equipment follows its holder: a laptop assigned to someone in Finance shows Finance as its department. Shared equipment nobody holds, such as a copier, can be given a department of its own on the equipment form.

The Departments list shows how many Employees are in each and whether it is Active or Archived. The Equipment list can be filtered by Department.

Requirements

• Role: Manage statuses, locations, departments, vendors and custom fields. By default Admin, Manager and Technician have it.

Steps

Add a department

1. Open Configure, then Departments.
2. Click Add department.
3. Type the name and save.

You can also add one from the Department drop down on the equipment form.

Rename or archive a department

On the row, click the edit icon to rename it, or the archive icon to archive it. An archived department stops being offered; whatever already uses it keeps it. Click Restore to bring it back.

Notes

Note: If you manage clients, each client has its own departments.

Note: The Department field on the equipment form is for equipment nobody holds. Once the equipment is assigned, its holder's department is shown instead.

Troubleshooting

"That is already on the list." A department with that name exists. Check the Archived filter and restore it.