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Viewing a List of Departments

The Departments page shows a table containing basic information about departments that are included in the database. This page provides access to specific department details. To view departments, you must first access the business unit that the departments are defined for.

To view a list of departments

  1. Click Tools > Administration > Companies to view a list of companies. (This link is available only for users defined in the role of Organization Manager.)
  2. The Administration: Companies page opens.

  3. Select the parent company that you want to view business units for.
  4. The company category list and Properties page opens.

  5. From the company category list, click Business Units.
  6. The Business Units page opens.

    (Subsidiaries can also have business units connected to them. If you want to view information about a business unit of a subsidiary, you need access the subsidiary under the company category list, then click Business Units from the subsidiary category list.)

  7. Click the name of the business unit that you want to view departments for.
  8. The Business Unit category list and Properties page opens.

  9. From the business unit category list, click Departments.
  10. The Departments page opens.

    It contains the following columns:

    Name. Click on any highlighted link in the Name column to view the Properties page for that object, or click at the end of the row to view the Properties page in a new browser window.

    Phone. The main department phone number, as included in the department definition.

    Fax. Main fax number or fax number of primary contact.

    Web Site. The URL of the department's Web site.

  11. To add a department to the database, click Create New from the page Actions menu. See Creating a Company, Subsidiary, Business Unit, or Department.
  12. To delete departments from the database, click the check box for each department you want to delete and click Delete Selected from the page Actions menu. To select all departments in the list, click the check box in the column heading.
  13. A message is displayed, asking you to confirm that you want to delete the item(s) from the database. Click Yes to confirm the deletion or click No if you want the item(s) to remain in the database.

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Last updated: 04/20/04 14:50:04