¶ Masters - Department
¶ Overview
The Department screen is used to create, update, and manage departments. Departments added in this screen will be available for selection in the Manage Employee module while adding or editing employee records. This helps assign employees to the correct department.
¶ How to Navigate to Department
To create a Department, follow these steps:
- Navigate to Master in the side menu.
- Click Department sub menu.
- The Department screen will be displayed.
¶ Add Department
¶ Open the Add Department Screen
In the Department screen, click the Add button.
After clicking the Add button, the Department form will be displayed.
¶ Enter Department Details
Fill in the following fields:
¶ Fields:
- Name* – Enter the department name.
- Code* – Enter the department code (the department code should be unique).
- Description – Enter a brief description of the department.
Note: Fields marked with an asterisk (*) are mandatory and must be completed before submitting the form.
¶ Submit the Form
After entering the details, click the Submit button to save the department. If you do not want to save the details, click the Cancel button.
Success: After adding a department, it will be displayed in the Department List.
¶ Edit Department
In the Department List, click the Edit icon under the Actions column.
After clicking the Edit icon, the Edit Department screen will be displayed with the previously entered details.
Modify the required information and click the Submit button to save the changes. If you do not want to update the details, click the Cancel button.
¶ Status Behaviour
¶ If the Department Status is set to Active
The status will be displayed as Active in the Department List, and the department will be available for selection in the Manage Employee module while adding or editing an employee.
¶ If the Department Status is set to Inactive
The status will be displayed as Inactive in the Department List, and the department will not be available for selection in the Manage Employee module while adding or editing an employee.
Note: The department status changes based on the actions performed.
¶ Filters
- Search – Search departments by name or code.
- Status – Filter departments based on status (All / Active / Inactive).
¶ Dependency with Employee Management Module
Departments created in the Department screen are automatically available in the Manage Employee module.
During employee creation or modification:
- Department Dropdown – Displays active departments only.
- Inactive departments are not available for selection.
¶ Video Tutorial
Watch this step-by-step video guide to learn how to create a visit in the system.
Important Notes:
- Department codes must be unique.
- Only active departments can be assigned to employees.
- Department status affects department availability throughout the system.