<< Click to Display Table of Contents >> Navigation: Admin > Admin > Departments |
What can you do on this screen?
On the Departments screen, you can create and manage the departments that are used in LEAD.
Figure 351: Admin > Departments
For each department, you can:
•Add a department to the existing list by clicking on + New.
•Select a department and then:
oView the department information.
oEdit the department information.
oSelect Show History to review the changes made to the department, including the user name and date/time of saved changes, and revert to an earlier saved revision.
oDelete the department, if has not been cited anywhere (particularly in initiatives). Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.
If you can't find the department you're looking for, enter a search term in the Find: field and select Search. The table will list all departments that contain your search term on the screen.
You can click on the column headers of each table to sort the departments by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.
On the Departments screen: •Select to create a new department. •Select View to review a selected department. If you need to make any changes, select Edit on the Department Detail screen. •Select 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. Figure 352: Admin > 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. 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 learning event initiative locations that are available for the initiative. For users this means you may have different access privileges based on the department (and role) you are assigned to. 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. |
No The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves. 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 learning event initiative locations that are available for the initiative. For users this means you may have different access privileges based on the department (and role) you are assigned to. |