Preparing Departments

Article Number:020196

This page describes how to register organizational changes within your departments in "Tentative Reorganization".

Screen to Prepare Departments

  1. Click the gear-shaped menu button in the header.

  2. Click Users & System Administration.

  3. Click Tentative Reorganization. Screenshot: "Tentative Reorganization" is highlighted

  4. Click Departments & Users.
    Screenshot: "Departments & Users" is highlighted

Adding Departments

Add new departments in pre-registered data.

  1. Display the screen to prepare departments.

  2. Click Add Department.
    Screenshot: "Add Department" is highlighted

  3. Enter the values such as department name and department code.
    For details on the fields, refer to the following page:
    Department Information Fields

  4. Click Save.

Changing Department Members

Register the changes of the department members in pre-registered data. The maximum number of department members is 10,000.

  1. Display the screen to prepare departments.

  2. Click the gear-shaped icon on the department whose members you want to change.
    Screenshot: The gear-shaped icon is highlighted

  3. Click Change Members.

  4. Enter a display name or a login name of the user in the search box to search the target user.
    Moreover, you can expand the department tree and find the target user.

  5. Select a user.
    You can select multiple items.
    Screenshot: Target users are selected

  6. Click Add.
    The users selected in Step 5 are displayed in "Members in 'the selected department'".

  7. Click Save.

Changing Department Information Such as Department Name

Register the changes of department information in pre-registered data.

  1. Display the screen to prepare departments.

  2. Click the gear-shaped icon on the department whose information you want to change.
    Screenshot: The gear-shaped icon is highlighted

  3. Click Change Department Information.

  4. Change the department information.
    Department Information Fields

  5. Click Save.

Changing the Display Order of the Department

Register the changes of the display order of departments in pre-registered data.

  1. Display the screen to prepare departments.

  2. Click the gear-shaped icon on the department whose display order you want to change.
    Screenshot: The gear-shaped icon is highlighted

  3. Click Reorder.

  4. Move the department you want to reorder to the desired position by a drag-and-drop action.

  5. Click Save.

Deleting Departments

Register the deletion of departments in pre-registered data.

Procedure

  1. Refer to "Notes on Deleting Departments".

  2. Display the screen to prepare departments.

  3. Click the gear-shaped icon on the department you want to delete.
    Screenshot: The gear-shaped icon is highlighted

  4. Click Delete.

  5. Click Delete on the confirmation screen.