How do I Edit the List of Departments?

You may view or edit departments as a list using the Department List screen. This screen allows you to easily scroll through all departments.

To view or edit departments as a list, follow these steps

1. Open any screen.
2. From the Ribbon, select the "Lookup List" tab and click on Departments.
3. The Department List screen will open.
4. View or edit records.

Or you may follow these steps

1. Open the Employee Detail screen.
2. Double click on Department.
3. The Department List screen will open.
4. View or edit records.

Department Details

You may view or edit departments individually using the Depatment Detail screen. This screen includes a list of the training required for each department, and a list of employees assigned to each department. Use the arrows at the bottom to navigate through the records, or right-click on any field to sort or find by that field. To return to the list of all departmens, click on Open Department List.

To view or edit department details, follow these steps

1. Open the Department List screen.
2. Locate the department to view or edit.
3. Double-click on the Department.
4. The Department Detail screen will open.
5. View or edit records.

Employees cannot be edited from this screen. To edit employee departments, please go to the Employee Detail screen.

Add a Department

You may enter departments as you need them, or you may enter them all in advance.

You may import departments when you import employee data from Excel®. Just include the department in the appropriate column, and any new departments will be automatically added to your list.

To add a new department, follow these steps

1. Open the Department List screen.
2. At the bottom of the screen locate the blank line for a new record.
3. Type in the name of the new Department.

Or you may follow these steps

1. Open the Department Detail screen.
2. At the bottom of the screen locate the navigation buttons.
3. Click New (>*).
4. A new (blank) department record will open.
5. Type in the name of the new Department.

Or you may follow these steps

1. Open the Employee Detail screen.
2. In Department, type in the name of the new department.
3. A dialog box will open.
4. To confirm the addition of the new department, click Yes.

Delete a Department

CAUTION: If you delete a department, it will no longer be displayed with any employee or training records that have already been associated with it.

To delete a department, follow these steps

1. Open the Department List screen to the record you wish to delete.
2. Click on the red "X".
3. A dialog box will open asking you to confirm the deletion. Click Yes.

Or you may follow these steps

1. Open the Department Detail screen to the record you wish to delete.
2. Click on the red "X".
3. A dialog box will open asking you to confirm the deletion. Click Yes.