Departments shows a list of all entered departments and allows you add, edit and delete them.
The main part of the page is the list of departments. The list can be sorted by any column both ascending and descending by clicking on the desired sort Column's title. The list has other properties that can be altered: the columns can be hidden or displayed, the order of the columns can be changed, and the list of departments can be filtered by some criteria. (Click here to see the description of these properties.)
To hide/show columns:
- Click on the Properties button.
- In the Columns list select or unselect the columns you want to show or hide.
- Click on the OK button.
To reorder the columns:
- Click on the Properties button.
- In the Columns list select the column you want to move up or down.
- Click on the Move up button to move the column up, or on the Move down button to move the column down.
- Repeat steps 2 and 3 to reorder the other columns you want.
- Click on the OK button.
To filter the list:
- Click on the Filter button. (The Filter Conditions panel will appear.)
- In the Filter Conditions panel enter or select the criteria by which you want to filter.
- Click on the OK button.
Filtering the list will display only those entries that correspond to the entered or selected criteria. If no department corresponds to criteria, then no record will be displayed in the table. To view all the departments, or to start over, click on the Reset button.
To hide the Filter Conditions panel, click again on the Filter button.
Note: |
- If you don't remember the whole Code, Number or Name of the department, you can search for a single letter found anywhere in the Code, Number or Name.
- You can simultaneously filter by more than one criteria.
|
|
To add a new department:
- Click on the Add button. (A new page opens - Add Department.)
- Enter code, number and name of the department into the corresponding Code, Number and Name text boxes.
- Enable the Use Hourly Wage check box if you want to define an hourly wage for working in this department to be used in the Job/Department Costing feature.
- Enter the wage for 1 hour.
- Click on the OK button.
Note: |
- Code, Number and Name are unique and mandatory values. Before entering these values, make sure that there is no other department with the same Code, Number or Name.
- Number of job is used only when synchronizing with devices.
|
To edit the data of a department:
- In the Departments table select the department you want to edit.
- Click on the Edit button. (A new page opens - Edit Department.)
- Edit the data you want.
- Click on the OK button.
To delete a department:
- In the Departments table select the department you want to delete.
- Click on the Delete button.
Note: |
Departments, that include at least one employee can't be deleted. |
To make a department active/inactive:
- In the Departments table select the department you want to make active/inactive.
- Click on the Edit button. (A new page opens - Edit Department.)
- Select Active check box to make the department active, or deselect it - to make inactive.
- Click on the OK button.
Note: |
To see inactive departments, make sure that the status is set to Any in the Filter Conditions panel. |
To generate report of the organization's departments, click on the Report button. The generated report will include only those departments displayed in the filtered list.
|