User guide

Chapter 4: Managing Units 139
To use a department:
1. Add the department.
2. Associate units with the department.
To display the Departments window:
1. Click Units in the tab bar.
2. Click Departments in the top navigation bar. Departments will automatically be selected in the
side navigation bar and the Departments window will open.
To add a department:
1. In the Departments window, click Add. The Add Department window will open.
2. Type a name for the department. Department names may be 1-64 characters long.
3. Click Add. The Departments window will open, including the newly added department.
To delete a department:
1. In the Departments window:
To delete one or more departments, click the checkbox to the left of the departments.
-or-
To delete all the departments in the window, click the checkbox to the left of Name at the top
of the list.
2. Click Delete. A confirmation dialog box will appear.
3. Click Yes to confirm or No to cancel.
To change the name of a department:
1. In the Departments window, click on the name of a department. The side navigation bar will
change to include the name of the department at the top.
2. Click Name. The Department Name window will open.
3. Type a new 1-64 character name in the Name field.
4. Click Save and then click Close. The Departments window will open, including the
renamed department.
To associate or change the association of an existing unit to a department:
1. Click Units in the tab bar.
2. Click one of the links listed in Table 4.5 in the side navigation bar to display the corresponding
window for the units you wish to associate, change or remove the association.
3. Click on the name of a unit. The Unit Overview window will open.
4. Click Properties in the side navigation bar and then click Location.