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Create a Department

Introduction

A User can create a Department to better organize the Points of Contact in an Organization.

Step-By-Step Guide

  1. Navigate to the “Departments” menu under Organization Details

  2. Click the “Create” button on the data grid

  3. Input a Name and optional description

  4. Click “Submit”

Additional Information

Departments can be duplicated by using the “Duplication” option of the top menu in Data Grids. All details are copied except the assigned Department Head and team members.

Expand for Guide

Introduction

A User can duplicate items by using the select buttons on data grids throughout the Platform. Certain details, connections, and sub-items will be copied as well, depending on what is duplicated.

Step-by-Step Guide

  1. Navigate to the data grid where the object to be duplicated is located (e.g. Vendor Data grid, Evidence Data Grid, etc.)

  2. Use the select button in the option menu

  3. Check the box(es) of items you want to duplicate

  4. Use the Duplicate button in the option menu

  5. Click the “Submit” when the confirmation modal appears

Video Tutorial

Articles of Duplicatable Resources:

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