Using Departments
The departments list can categorize users according to a department within an organization, such as IT or Marketing. You can use departments to assign specific employee users as the approver in the Get Approval Workflow Block block.
Departments are different than organizational units created in the Organization Chart (although they can have the same names).
1. | Log into the Service Desk Console as an administrator, and open the Department workspace. |
--or--
Within the Configuration Console, open the Departments workspace.
The Department list appears.
2. | From the toolbar, click New Department. A blank department page appears. |
3. | Enter information into the fields. |
Field | Description |
---|---|
Department Name | A unique name for the department. |
Department Code | Optional. An alphanumeric string to associate with the department. |
Default Record Owner | Optional. A person from the list to auto-fill as the record owner. |
4. | Click Save from the toolbar. |
We recommend as a best practice that you create departments before creating employees.
You can assign employees to a department when creating an employee record. One way to create an employee record is from the Employee tab of the department record. See Using Employees.
To assign departments to an existing employee, you must use the Employee workspace.
1. | Log into the Service Desk Console as an administrator and open the Employee workspace. The list of employees appears. |
2. | Open the employee record to assign a department. |
3. | Within the Department field, choose the department to use. |
4. | Click Save from the toolbar. |