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

1.Select Administration | Manage Organisations. The Manage Organisations 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 to 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 drop-down list.

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

7.     ClickS ave & 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.