Workflow Departments (Settings)

Users can be assigned to one or more Workflow Departments, and a workflow task can be assigned to a single Workflow Department.

When a user is allocated to a workflow department, they will receive email notifications pertaining to workflow tasks that have been allocated to that department.

Accessing Workflow Department Settings

Settings > Workflow Settings > Workflow Departments.

The Add new workflow department screen is displayed:

Cloning an Existing Workflow Department

If a new workflow department is being created, and it is identical or similar to an existing workflow department, the existing department can be cloned:

• Press the Clone Workflow Department button (visible in the previous image).

• Enter the new department name into the Department Name field.
• Select the department to clone from the Based on Department dropdown list.
• Press the Clone button to create the cloned department.
• If required, Add / Remove move staff from the cloned department
• Press Save to confirm saving of the cloned department

Adding a New Workflow Department

Press the New Workflow Department button.

Enter the new department name into the Department Name field.

To change a workflow department name, and to add and remove staff from a workflow department, see the following settings:

Modifying or Deleting a Workflow Department

To modify or delete a workflow department, click the name of the department to modify:

Modifying the Department Name

Update the name of the department in the Description field (shown in the image below):

Add / Remove Staff

To add staff to the department, drag a name in the staff list on the left (unassigned staff), and drop it into the staff list on the right (assigned staff).

To remove staff from the department, drag a name in the staff list on the right (assigned staff), and drop it into the staff list on the left (unassigned staff).

Search for staff

To search for a name in the unassigned staff list, start typing the name into the Search... text field. The list will automatically filter to show only names that match the search characters:

Deleting a Department

To delete the currently-selected department, click Delete.

When prompted, either confirm or cancel the deletion.

Saving the Settings

If any of the workflow department settings have been modified, click Save to retain the updates.