Department profile Help

A Department profile is required for an account. An account must have one location and one department in that location.  A location can have up to 640 departments. The Department profile requires one field that are marked in red box.

The Department name must be unique and 30 characters or less. If two Departments are created with the same name both will be listed for selection and confusion will occur.  The Department name is not printed on OSHA logs and other compliance documents. Therefore you may have only one Department named. Multiple departments permit further grouping of the data as a management function.

Function description

• Adding a Department
• Editing a Department
• Hiding a Department
• Unhiding a Department
• Deleting a Department
• Undeleting a Department
• Sample Depatment Profile form in HTML format 

Add a new Department:

This Department will be included as a choice on the Department selection “drop-down” lists.

You can only create a Department if you have “Location level “ Administrative access or above when you login.

• Manage
• Setup
• Department - New
• Next
• Select the appropriate Organization Level as needed
• Next
• Enter a “Department Name”
• If you have more departments select “Add Another” This will save your data and present a new blank form for another department
• Click “Save” after entering the last department
• Each time you may also add "Identification Code" values if you use this optional feature for site codes at the department level

Edit a Department profile:

If you change the "Department profile" after incident records have been created they will continue to carry the old Department information on incident reports and summary reports unless updated individually. Changes will be applied to new incident records and reports only.

• Manage
• Setup
• Department - Edit
• Next
• Select Department to edit from drop-list if more than one exist
• Edit the information
• If you need to edit more departments select “Edit Another” This will save your data and present the "Organization Select form" for another department
• Click “Save” after you have completed editing

Hide a Department:

Hiding a Department affects all the profiles and incident records associated with the department Also, any users currently logged on at this Department level will logged off the system and any profile and incident records associated with this Department currently being edited by other users will be closed without their changes being saved.
 

• Manage
• Setup
• Department - Edit
• Next
• Select the appropriate Organization Level as needed
• Next
• Select department to hide from drop-list if more than one exists
• Hide
• Review "warning" 
• OK 

Unhide a Department:

Unhiding a Department not only affects this department but also unhides profiles and incident records associated with the Department.
 

• Manage
• Setup
• Department - Edit
• Select "Show Hidden Records" check box
• Next
• Select the appropriate Organization Level as needed
• Next
• Select anDepartment to unhide (in gray) from drop-list if more than one exists
• Next
• Unhide
• Review "warning" 
• OK  

Delete a Department:

Deleting a Department affects all the profiles and incident records associated with the department Also, any users currently logged on at this Department level will logged off the system and any profile and incident records associated with this Department currently being edited by other users will be closed without their changes being saved.
 

• Manage
• Setup
• Department - Edit
• Next
• Select the appropriate Organization Level as needed
• Next
• Select a department to delete from drop-list if more than one exists
• Delete
• Review "warning" 
• OK 

Undelete a Department: (you have until 11:59 PM EST to Undelete)

Undeleting a Department not only affects this department but also undeletes profiles and incident records associated with the Department.
 

• Manage
• Setup
• Department - Edit
• Select "Show Deleted Records" check box
• Next
• Select the appropriate Organization Level as needed
• Next
• Select a Department to undelete (in gray) from drop-list if more than one exists
• Next
• Undelete
• Review "warning" 
• OK