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department

DEPARTMENTS

What is Departments & How to create a Departments

* After adding all the Users of the property in Geedesk, All users need to be mapped to their respective departments.

For example: you can create a department such as Engineering, where you can add all the engineering users to it. For example: All Engg Technicians, Engg Supervisors,Chief Technician etc.

How to create a Department:

Go to Admin→ Department

The image below is an overview of the Department page to create and manage multiple departments in Geedesk.

1) Bulk Import Department

This option is used to add multiple departments into GEEDESK using a particular file format (.csv).

  • This option is used to import a bulk of departments first you have to make an excel sheet of all departments with a File format –

  • Download that page in (CSV Comma Separated Value)
  • Go to Admin → Departments → Bulk import departments → Choose file → Select the downloaded CSV sheet of departments and Click Import.

2) Export department

This option is used for exporting or downloading the existing departments created in the Geedesk. This option is just next to Bulk Import Department

How to Export/Download Department from Geedesk:

  • Go to the Admin → Departments → Export department.
  • It will automatically download as Spreadsheet (.csv file) in your system and you can open it and access it.

3) Create Department

This option is used for creating Individual Departments one by one in Geedesk.

How to create Individual Departments in Geedesk:
  • To create a Department Click Admin → Departments → Create Departments
  • After selecting Create department you will find the below page, fill in the name field and click Save.

4) Department Name

  • This list is where all the departments created are displayed.

5) Update

  • This option allows the user to make any changes to the name of the department
  • To make an update Click Admin → Departments → Update → make the necessary change → Save Changes.

6) Add Users

  • This option is used to map the existing users in the respective departments.
  • To map the users in the respective departments click Admin → Departments → Add Users → click and drag the user from the Non Added Users list to the Added User list.

7) Delete Departments

  • This option is used to delete any unnecessary departments.
  • To delete a department, the users in the department have to unmapped first from the respective departments first.
department.txt · Last modified: 2024/05/06 04:54 by athulya

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