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Organisational Areas
Audience: System Administrators
Organisational Areas can be associated with records throughout EQMS. This will enhance the Search functionality.
To create Organisational Areas or amend existing, navigate to System Manager | Organisations | Organisational Areas you will be presented with a screen similar to below:
- Select New Organisational Areas located above the Description column heading. The Organisational Area Details screen is presented similar to below:
- Complete the required fields and select the Save icon.
Note:
The Organisational Area can become a sub department by selecting a Parent Department from the drop down menu.
- The Code and Description fields are mandatory.
- The Comments field is supplied for any definition of what the Organisational Area is for.
- If Enable Item is not checked, then the Organisational Area will not appear for selection in the Organisational Area drop down list. This feature is provided so that you can remove Organisational Areas from active use, while retaining them for use with Document history records that have been retained for information purposes.
- Modifications to fields ID and Date Modified are not permitted.
- Locate the required Organisational Areas record and select the Description. You will be presented with a similar screen to below:
- Modify the Organisational Area record
- The Code and Description fields are mandatory.
- The Comments field is supplied for any definition of what the Organisational Area is for.
- If Enable Item is not checked, then the Organisational Area will not appear for selection in the Organisational Area drop down list. This feature is provided so that you can remove Organisational Areas from active use, while retaining them for use with Document history records that have been retained for information purposes.
- Modifications to fields ID and Date Modified are not permitted.
- Select the Save icon.
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