Configuring Department Settings
Who is this article for?Users who are configuring Customer Complaints.
Manufacturer Userpermissions are required.
Department Settings allows you to configure what departments appear in other areas of the Customer Complaints module. This guide will walk you through how to access and manage the settings.
1. Department Settings
To configure department settings:
- Expand the Customer Complaints menu.
- Click Settings & Templates.
- Select Department Settings from the list.
This will take you to the configuration page for departments.
2. Filtering Results
You have two options to surface more granular entries.
Filter By Department Name
Click the dropdown and select a department name to surface information for that department across all sites.
Filter By Department Administrator
Click the dropdown and select a name to surface information for all departments the person is an administrator for.
You can use both dropdowns in conjunction to bring up entries for a specific department, in addition to entries for other departments the administrator is a part of.
3. Adding Departments
To add a department:
- Click the Add New Department button.
- Scroll down to see the form.
- Fill in the Department Name.
- Select where the department exists.
Once you've ticked an option, the other one will become greyed out. Deselect the box to change your pick. - Click the Select Users dropdown.
- Tick the box next to each name you want to add as administrator.
- Repeat the process for other sites.
- Click Save (at the bottom of the page).
4. Editing Departments
To edit a department:
- Find the department you need to modify.
- Click the Edit icon.
- Scroll down to see the form.
- Make the required changes to the name, sites, and admins.
- Click Update.