User guide

Organizing the system 176
Creating new sites, departments, or locations
1. Select View>Properties.
-or-
Select the unit, and click Properties. The Properties dialog box appears.
2. Click General, and select the site, department, or location from the dropdown list.
NOTE: The dropdown lists are empty until you enter more than one name for the selected category.
3. Enter a name up to 32 characters long. Names are not case-sensitive and can consist of any
combination of characters entered from the keyboard. Spaces are allowed in the middle, but leading
and trailing spaces are not allowed. Duplicate names are not allowed.
4. Click Apply>OK. The new site, department, or location is appears in the group view.
Creating new folders
1. Click Folders.
2. Click the Folders directory, and select File>New>Folder from the task bar. The New Custom
Folder dialog box appears.
3. Enter a name up to 32 characters long. Names are not case-sensitive and can consist of any
combination of characters entered from the keyboard. Spaces are allowed in the middle, but leading
and trailing spaces are not allowed. Duplicate names are not allowed at the same level but are
allowed across different levels.
4. Click Apply>OK. The new folder is appears in the group view.