Work Order & Asset Management: Department(s)

Departments are used to group individuals that can perform specific work against a number of service categories (ex: Property Mgmt., Building Services, etc.), based on their user permissions given and location(s) assigned.

By adding departments, you can assign any work order to a department.  Any user/internal vendor assigned to that department can "ACCEPT" the work order which then becomes their “Assigned” work order to complete.

As a note, if there are any unassigned tasks associated to the work order, the person that "ACCEPTS" the work order is responsible for completing the tasks. If there are tasks within the work order that are assigned to other users, they will be able to view and mark them complete within their "My Assigned Tasks" grid. 

Admins, to add a Department(s), go to Settings>Basic>Departments, and choose "Add New Department".  You can also edit or delete existing departments from this same page (see below). 

You will be redirected to a new screen where you can add your department, associate one or multiple service categories (see below) and location(s) then SAVE. You can continue adding departments by repeating the process.

Finally, once you have added your departments, be sure to go to Settings > Basic > Users to give your desired users permission to the department(s).