Department Management
Use this screen to register your company's departments and manage information such as each department's work and phone number. The departments you create here are chosen as the user's department when you register users, and are used when you assign users by department in User Group Management.
Screen layout
Department Management consists of the list, registration, and detail screens.
- List: Check the registered departments. Click a row to open its detail screen, or select rows to delete them. Click Excel Download to download the list currently shown.
- Registration: Create a new department. Enter the department name and run the duplicate check.
- Detail / Edit: Check the selected department's information, change its usage status, department work, department phone, and additional info, or delete the department.
Register a department
- In the list, click New Registration.
- Set the department code. Auto Generate Code is checked by default, so you do not need to enter a code; the code is added automatically when you save. We recommend keeping automatic generation. If you uncheck the box and enter the code yourself, it must follow the required format, or it will not be saved.
- Enter the Department Name.
- Click Duplicate Check next to the department name. If
The department name is available.appears, continue. IfThe department name already exists.appears, change the name. - If needed, enter the usage status (default
In Use), department work, department phone, and additional info. - Click Save. Click Confirm in the
Registration completed.window to return to the list.
View details and edit
- Click a department in the list to open its detail screen.
- Click Edit.
- Change the usage status, department work, department phone, and additional info.
- Click Save, then click Confirm in the
Do you want to save changes?window. To leave without saving, click Cancel.
Delete a department
- In the list, select the department you want to delete. You can also delete it with Delete at the top of the detail screen.
- Click Delete and confirm the deletion in the
Are you sure you want to delete?window.
FAQ
Q. I clicked Save, but the department was not registered. Check that you entered the department name and ran the Duplicate Check. If you entered the code yourself, also check that it is not empty.
Q. I want to change the department name, but it does not change on the edit screen. You cannot change the department code or department name on the edit screen. Only the usage status, department work, department phone, and additional info are saved there.
Q. I want to remove the users from a department before deleting it. In User Group Management, select a user and click Delete to move that user to the unassigned state. The user account itself remains.
Related menus
- User Management — Create user accounts by choosing the departments you registered.
- User Group Management — Assign users by department and designate department heads.