Creating, Viewing, or Editing a Department

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Creating, Viewing, or Editing a Department

On the Departments screen:

Select NewIcon to create a new department.

Select View Table-View to review a selected department. If you need to make any changes, select Edit on the Department Detail screen.

Select Edit Table-Edit to make changes to a selected department.

Any of these options opens the Department Detail screen, ready for you to enter, review, or update the fields below.

Department Detail Screen

Figure 334: Department Detail Screen

 

To create a new department, select Save once you've entered all the information. Likewise, to keep the edits you've made to an existing department, select Save. This will return you to the list of departments.

If you do not want to keep the edits or create a new department, just select Cancel to close the pop-up.

If you're reviewing a department, you can select Edit to make changes or you can close the pop-up window by selecting the X in the top right of the pop-up.

Department Fields

Name

The Name or title of the department. Departments are used for initiatives, initiative locations, and users. That means using a department as part of the initiative allows you to group initiatives by department. The selected department also provides the initiative locations that are available for the initiative.

Short Name

The Short Name is the abbreviation of the department's name. The short name is used on screen when space is at a premium (for example on the Initiatives screen Filter drop-down).

Address

The mailing Address of the department, which is displayed on in the Training Needs Analysis and Training Management Document outputs.

Is Active?

When the Is Active? checkbox is checked, the department is active in training development. Only active departments can be selected for initiatives. In order to not break any links between departments, initiatives, and users, departments can be made inactive by unchecking the checkbox.