How to manage departments on the improvement plan?

Overview

Departments organise staff, objectives, and activities.

Accessing Departments

1. Go to the Improvement Plan from the main menu on the left.

2. Once the page loads, click the cog icon in the top-right corner.

3. The Settings panel will slide out.

4. Scroll down to the Lists section.

5. Click Departments.

This will open the department settings area, where you can add, edit, and archive/restore departments.

Adding a Department

1. Click Add Item.

2. Enter the title of the department.

3. Enter the start date.

4. Enter the end date.

5. Click Add.

Editing a Department

1. Click the edit (pencil) icon next to the department you want to update.

2. The edit screen will open.

3. Make your changes and click Save.

Archiving a Department

1. Edit the department.

2. Toggle the Active slider to off.

3. Click Save.

Restoring a Priority

1. Edit the department from the list.

2. Toggle the Active slider to on.

3. Click Save.