A department is a customer-defined subdivision of an organization.  Administrative users that have the Manage Department permission are able to create departments for companies that are department-enabled.

1.     Select Administration | Manage Organizations. The Manage Organizations screen opens. 

2.    Select a department-enabled customer.  The screen updates to display records management data and links for the customer that you selected.

3.      If the customer is division- and department-enabled, select a division. 

4.      From within the department section of the screen, click the Create New link.  The Create Department screen opens.

5.      Enter a Department ID and a Department Name.   The Department ID can be up 12 alphanumeric characters; the Department Name can be up to 35 alphanumeric characters and can include special characters.

6.      Select the Data Format for files stored by this department:

·         If files are tracked, click List files and select the entry method from the dropdown list.

·         If files are not tracked, click Do not list files.

7.      Click Save & Close, or click Save & Add Department if you need to add multiple departments within the same division.  The department that you created is displayed on screen.