Guides > Configuring Settings > How do I add departments?

How do I add departments?

Overview

Departments are used to allow data to be filtered so that information can be shown on a departmental basis within the system, for example filtering to show staff in a particular department or results of all the monitoring in one or more departments.

Location

Follow these steps to access your department settings:

Note that if the Settings menu is not visible, this means that rights have not been given to see that area. If this is a mistake please contact your administrator.

Actions

Adding a New Department
  • At the bottom of the list click Add Item
  • Fill in the Department field with the name of the department you wish to add.
  • If you wish to assign a staff member as the head of this department, click the Department Head dropdown and search for the member of staff. Once you have found the staff member in the list click their name to assign them.
  • If there are any key stages you want to link to this department, click the Key Stages field to see a list of key stages in your system. For more information on how to add/edit key stages click here.
Editing an Existing Department
  • To edit an existing department, click the Edit Pencil icon next to the item in the list.
  • Edit the fields you wish to change, e.g the head of department, key stages, or the department name.

Note: Editing any of these fields will affect all historical data in your system. So if changing the name of the department, any staff member assigned to that department will be shown with the new name.

Deleting a Department
  • Click the Edit Pencil icon next to the name of the department you wish to delete
  • Click the Delete button

Note: Deleting a department is irreversible, any staff members assigned to a department that is deleted will be unassigned which may affect other areas of your system.

If there are any staff members in the department you are deleting that are moving elsewhere - it is advised you assign their new department before removing their old one.