Common Components Help

AEF Help

Editing Details About a Department

Users assigned to the role of Organization Manager can edit information about their department. Only Organization Managers for the parent company or business unit can edit information about other departments.

To edit details about a department

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.)

The Administration: Companies page opens.

2. Select the parent company that you want to view business units for.

The company category list and Properties page opens.

3. From the company category list, click Business Units.

The Business Units page opens.

4. Click the name of the business unit that you want to view departments for.

The Business Unit category list and Properties 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.)

5. From the business unit category list, click Departments.
6. From the list of departments, click the highlighted link in the Name column of the department you want to view, or click at the end of the row to view its Properties.
7. From the Properties page, click Edit Details from the page Actions menu.
8. Use the Edit Department Details page to make changes. For details on specific fields, see Creating a Company, Subsidiary, Business Unit, or Department.
9. You can activate or deactivate the department by clicking the Active or Inactive Status button. If you change the status of a parent (business unit, company, or subsidiary) to inactive, you should also make the department inactive.
10. When you have modified all necessary fields, click Done.