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The tabs relevant for managing Department Hierarchy items are Remarks, GLA Permissions, Emails, Phone Numbers, Addresses, Coordinators, Attachments, and User Defined Fields.
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Navigate to the Departmental Hierarchy Grid. Main > People > Departmental Hierarchy
Click the Add button located immediately above the Departmental Hierarchy Grid.
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The Tree allows Users to drag and drop Departmental Hierarchy levels to any position on the Tree. The application prompts the User to confirm the move. After confirmation, the move is saved, and the appropriate Parent to the new Departmental Hierarchy level appears in the level's Departmental Hierarchy data entry form (see 'Adding a New Departmental Hierarchy Level ' section). (
Note:
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Moving a Departmental Hierarchy record that has descendants moves the descendant records as well and change the 'Parent' field in the level's Department Hierarchy data entry form.
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Users can also move items within the Departmental Hierarchy Tree by cutting and pasting. To cut an item, right-click the Departmental Hierarchy level and select Cut. To paste an item, right-click on the intended Parent Departmental Hierarchy level and select Paste.
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The Department Hierarchy is replaced on any Service Order, Service, or Equipment where that Department Hierarchy appears. Because the Replace function can change LARGE volumes of data, it is strongly recommended to permission this button where only authorized Users can access it. For more information on securing the Replace button, please see the Permissions and Best Practices pages.
The Delete Department checkbox serves a dual purpose. The default behavior leaves the checkbox unclicked. This makes the Replace function leave the Replaced Department Active and replace it anywhere it has been previously associated if it can be replaced. If the User selects the Delete Department checkbox, the Replace functionality tries to delete the existing Department. If the Department cannot be deleted because of any lingering associations, the Replaced Department record is set to Inactive instead.
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- Equipment: If the Billing Group of the new Department does not match the Billing Group of the old department, the Department is NOT facereplacedface replaced.