The Departments pages are accessed from the User Management
section of the Manage page and allow departments
to be added, edited, and deleted. Employees (users) are grouped into departments,
and each employee can be a member of multiple departments. Departments can
also be used for cross-functional teams or other collaborative workgroups.
A key implication of department membership is that users within the same
Department can share tasks and action items via the
Department Tasks function. This allows for continuity
when one member is (for example) on vacation.
In the department
list, click on the Department or Name links to edit or delete an existing
department. Use the Add button to add a new department. When adding
or editing a Department, the following fields are available:
- Department
- An alphanumeric designator for the Department, this value will appear
in any selection lists where the user must choose a Department (30 characters
max).
- Department
Name - A descriptive name for the Department (30 characters max).
- Supervisor
- The supervisor or team leader for the Department. This value should
be set to a valid CATSWeb Employee Name
if CATSWeb Rules related to supervisors
will be used. If such rules will not be used, it can be an arbitrary
value (or omitted).
- Default Action
Goal Date (weeks) - When a new Action is created in the department,
this value determines what the default goal date is set to. The user
adding the Action can change the default if they wish. Entering a value
of 3 will cause the goal date to be defaulted to 3 weeks after the date
the Action is being entered.
- Group
- Select the Group that the department is
a member of.
-
Default Issue
Category - If a user in the Department starts to add an Issue without
specifying the category, the category (and the corresponding field definitions)
will be defaulted to this category. The user adding the issue can change
the category if they wish.
-
Default Action
Category - If a user in the department starts to add an Action without
specifying the category, the category (and the corresponding field definitions)
will be defaulted to this category. Note that the default may be overridden
if the Action is being added from the Issue view page via the Create
New Action button. In these cases, the
optional default Action category associated
with the Issue category will take precedence.
-
Default Subtask
Category - If a user in the Department starts to add a subtask without
specifying the category, the category (and the corresponding field definitions)
will be defaulted to this category. Note that the default may be overridden
if the parent Action category specifies a
default Subtask category.
You can choose to limit who can
modify the Department by specifying
ownership.
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