Departments

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Departments

What can you do on this screen?

On the Departments screen, you can create and manage the departments that are used in LEAD.

 

Departments

Figure 333: Departments

On the Departments screen, you can:

Add a NewIcon department to the existing list by clicking on + New.

Select a department and then:

oPreview Preview-Blue the Related Materials Report that lists every initiative and place within the initiatives where the selected department is cited or used.

oReplace Replace-blue one department with another department in the list.
Note: This will replace the department everywhere it is used, including in approved initiatives! Hence, you will only see Replace Replace-blue, when you have the Replace privilege as part of your role.

oView Table-View the department information.

oEdit Table-Edit the department information.

oSelect Show History Table-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 Table-Delete 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.

Finding Departments

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.

Details on the Admin > Departments Table

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 initiative locations that are available for the initiative.