Who is this article for?

Users who need to manage the site records on their system.

Manufacturer Userpermissions are required.

Set-up Sites lets you create records for sites you work with, to make sure they show up in other areas of the system. This guide will show you how to access and manage them.

1. Set-up Departments
2. Adding Departments
3. Editing Departments
4. Further Reading

1. Set-up Departments

To access department management, expand the My Company Information menu and select Set-up Departments.

You will be taken to a list of departments set up across all sites on your system.

By default, the departments are sorted by site name and displayed in ascending alphabetical order.

You can look up specific departments by using the filter dropdowns above the table.

2. Adding Departments

To add a department:

1. Click Add New Department.
2. Scroll down to see the form.
3. Enter the Department Name.
4. Select whether the department is being established for your company only, or also for applicable sites.
5. Assign people who are managing the department under Complaint Administrators.
   You can select more than one administrator from the dropdown.
6. Click Save.

The page will refresh, and you should now see the new department listed in the table.

3. Editing Departments

To edit a department:

1. Select the Edit icon on the right of its row.
2. Make the required changes.
3. Click Save.

In this example, we added an administrator to the Head Office site, previously left blank.

4. Further Reading

• Adding and Editing Sites