icon
to switch to Local view (if applicable).
Departments are maintained within the Organization Units section under Setup. When Internal Actors are later created in the system through User Management, the Actor will be assigned to a particular Organization and Department within that Organization. This is mainly used in the system for Escalation and Reporting purposes. Departments could be referenced in any of the following SmartSolve© solutions:
SmartSolve© Solution |
Department Function |
SmartAuditTM |
The Department could function as the following: Business Unit which your Organization is Auditing. Business Unit which is responsible for the Auditing process.
|
SmartCAPATM |
The Department could function as the following: Business Unit against which a quality exception is logged (area responsible for product and/or process).
|
SmartComplaintsTM |
The Department could function as the following: Business Unit against which a complaint exception is logged (area responsible for product and/or process).
|
The following Rights must be assigned to a user to manage or view Departments:
Rights |
Description |
DPT_MANAGE |
Allows administrator to Add new object, modify existing object, or delete object.
|
DPT_VIEW |
Allows user to access object to View and select.
|
Please see Rights Groups to assign Rights Groups to users.
· Global Departments will be inherited by all Local Organizations.
· Local Departments will only be viewed and used within that Local Organization.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under Organization Unit select Department.
The Department list displays.
2. Select Action > Add from the main menu.
3. Enter Code and Name of your Department.
4. Enter Address information.
5. Zoom and select a Unit Head Code (use DEFAULT if not needed – see below).
Unit Head Code - Unit Head is the Actor within your Organization who may be the employee responsible for this Department (i.e., Director of QA if the Department is QA). This field is required because it may later be used for escalation if needed.
6. Select the Org Unit Type (Client Type) to specify the type of client.
Please see the SmartSolve© List Manager for information about how to add more Org Unit Types to this drop down field.
7. Click the Save button.
The new Department has now been added to the Department list and the Detail of the Department is displayed.
Please see Operation Setup
The following options are available within the Department object and can be managed accordingly by an administrator:
Departments can be edited, deleted and deactivated.
Departments can have operations associated with them to track processes managed by that department which need to be analyzed or can set business rules when selected. Please see Operations for more information.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under Organization Unit select Department.
The Department list displays.
2. Click
the icon
to switch to Local view (if applicable).
3. Select the check box of the Department to edit, then select Action > Edit from the main menu.
4. Edit any information for your Department.
5. Click the Save button.
All changes should now be reflected in the Department.
Departments can only be deleted from SmartSolve© if the Department is not currently been attached to any SmartSolve© records.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under Organization Unit select Department.
The Department list displays.
2. Click
the icon
to switch to Local view (if applicable).
3. Select the check box of the Department to delete, then select Action > Delete from the main menu.
4. Click the Save button.
The Department has now been removed from the system.
See Deactivation Setup in the SmartSolve Utilities and Settings Help System to Deactivate a Department.