Departments

Departments can be helpful in organizing User records. Departments can be used in IQ to set record security for individual People, Mail, Document, Workflow and Board records as well as for Notes and Attachments within a Workflow record.  

To create a new Department:

1. Click the Admin tab.

2. Click the Departments submenu link.

3. Select the Add Department action.

4. Enter a Department Name (ID) and Full Department Name (descriptive name) in the fields on the New Department record page.

5. Select the Add Another action to add another department or select Save and Close if no additional departments need to be created.

To change a Department for multiple users:

1. Search for users using a quick or advanced search.

2. On the Search Results page, select the check box next to user records you would like to update the department.

3. Select the Copy Profile action. IQ displays the Copy Profile dialog.

To search for a Department:

1. Click the Admin tab.

2. Click the Departments submenu link.

3. Select Active, Suspended or Active and Suspended from the Search Departments for drop-down list and click the Go button.

OR

Select Active, Suspended or Active and Suspended from the Search Departments for drop-down list and type the first letter or letters of the department name in the text field and click the Go button.

To suspend a Department:

1. Search for the Department.

2. Click the Department Name link for the Department that you want to suspend.

3. Select Suspended from the Status drop-down list.

4. Select the Save and Close action.

Note: Suspending a Department removes it from the list of active Departments and prevents users from being added to the Department. It does not suspend users associated with the Department.

To delete a Department:

1. Search for the Department.

2. Click the check box next to the Department to be deleted.

3. Select the Delete Department action.

4. Click the OK button to confirm the deletion.