Divisions page allows you view the list of all entered divisions, add new divisions, edit or delete them.
The main part of the page is the list of divisions. 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 divisions 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 column you want to show or hide.
- Click on the OK button.
To reorder the columns you should do the following:
- 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 as desired.
- 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 Refresh button.
Filtering the list will display only those entries that correspond to the entered or selected criteria. If no division corresponds to criteria, then no record will be displayed in the table. To view all the divisions, or to start over, click on the Reset button.
To hide the Filter Conditions panel, click again on the Filter button.
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- If you don't remember the whole Code or Name of the division, you can search for a single letter found anywhere in the Code or Name.
- You can simultaneously filter by more than one criteria.
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To add a new division:
- Click on the Add button, or if you want to copy from another division, select the division which you want to copy and click on the Duplicate button. (A new page opens - Add Division.)
- Click on the Click here to choose division logo box to add the division's logo.
- Enter the data into corresponding text boxes (Code, Name, Address, City, State/Province, Zip/Postal Code, Phone, Fax, Web Site, E-Mail).
- From the Departments list check those departments which apply to the division being added. (For opening the list, click on the button next to Departments field.) Note: only selected departments will be synchronized to the devices belonging to this division. Also, employees belonging to this division, when logged in to the system, will be able to enter only selected departments.
- From the Jobs list check those jobs which apply to the division being added. (For opening the list, click on the button next to Jobs field.) Note: only selected jobs will be synchronized to the devices belonging to this division. Also, employees belonging to this division, when logged in to the system, will be able to enter only selected jobs.
- Click on the OK button.
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Code and Name are unique and mandatory values. Before entering these values, make sure that there is no other division with the same Code or Name. |
To edit the data of a division:
- In the Divisions table select the division you want to edit.
- Click on the Edit button. (A new page opens - Edit Division.)
- Edit the data you want.
- Click on the OK button.
To delete a division:
- In the Divisions table select the division you want to delete.
- Click on the Delete button.
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Divisions that include at least one employee or user, can't be deleted. |
To make a division active/inactive:
- In the Divisions table select the division you want to make active/inactive.
- Click on the Edit button. (A new page opens - Edit Division.)
- Select Active check box to make the division active, or deselect it to make inactive.
- Click on the OK button.
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To see inactive Divisions, make sure that the status is set to Any in the Filter Conditions panel. |
To generate a report of the organization's divisions, click on the Report button.
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