Editing Organization and Department Lists

Personnel records include an organization and department for the user (see the Occupational section of Personnel configuration, as described in Configuring Personnel , Step 6).

To define the organization and department selections, do the following:

Step 1            Select Organization from the Users menu.

organizations_list.png

 

Step 2    Select one of the following options:

·         To add a personnel record, choose Add....

·         To modify an existing record, select the entry and click Edit. You can also double-click the entry.

·         To delete an entry, select the item and click Delete.

Step 3            If adding or editing an item, the General window like this appears.

edit_organization.png

 

Step 4        Enter the name of the organization and optional comments to describe the entry.

Step 5   Click Save and Close.

The main Organization menu reappears.

Step 6   Select Departments from the Users menu. The main Department screen appears like this example:

Step 7        Click Add to create a new department entry. A dialog like the following example appears:

Step 8         Enter the name of the department and optional comments to describe the entry.

Step 9   Click Save and Close to return to the Department main window.

 

See also:

Configuring Personnel and Badges