Our Agenda and Meeting Management Essential solution includes a Departments function. Departments may be useful for municipalities that want to regularly assign tasks or send notifications to groups within their workflows rather than to specific individuals. This article will walk through how to add and manage departments.
Important Note
While some municipalities choose to use the Departments function, most do not.
Add a Department to the System
Sign in to your solution if you have not already
Navigate to Security
Select the Departments tab
Click the red New button below the Departments tab
Enter a Name for the new department
Ensure the Is Active checkbox is checked if you want this department to be available for use
Note: Uncheck the Is Active checkbox if you want the department saved in the system but not usable.
Under Assigned Users, check the checkboxes next to the names of users you want to be assigned to this department
Note: Users must already exist in the system to be assigned to a department. For information on how to add a user to the system, view the Add and Manage Users article.
Click the red Update button below the Departments tab
The new department has been added to the system
Activate or Deactivate a Department
Sign in to your solution if you have not already
Navigate to Security
Select the Departments tab
Click the Select drop-down list
Select the desired department
Click the red Edit button below the Departments tab
Check or uncheck the Is Active checkbox as desired
Click the red Update button below the Departments tab
The status of the department has been updated
Edit a Department
Sign in to your solution if you have not already
Navigate to Security
Select the Departments tab
Click the Select drop-down list
Select the desired department
Click the red Edit button below the Departments tab
Edit the Name of the department if desired
Check or uncheck the Is Active checkbox to indicate whether the department is available for use if desired
Under Assigned Users, check or uncheck the checkboxes next to the names of users you want to assign or unassign for this department
Note: Users must already exist in the system to be assigned to a department. For information on how to add a user to the system, view the Add and Manage Users article.
Click the red Update button below the Departments tab
The department has been updated