How to create a department

A department is an establishment, customer, store, team, location… whatever you use to organize your controls and audits.

Go to the “Departments” section and click on “New Department”. #

To create a new department you must click on the ‘Departments’ section and in it, the blue button in the top right corner ‘New department’.

2. Complete the new department information #

A window will open where we will enter the name of the new department, image and description. If what we want to create is a subdepartment that is nested within the ‘parent’ department, we must indicate the main department in the drop-down list.

3. Visualize the information associated with your department. #

And when you save, you will have the complete file of the department where you can continue filling in the data you need: email, telephone, location… This is where you can add tags or labels, which will help you filter and search through all your departments.

3.1. Additional information about your apartment #

In the upper part of the Department’s file, you have the possibility to access to visualize:

1. Which checklists are assigned to this department.
2. A calendar with checklists planned for specific dates.
3. A media section, where you can see all the images collected in the checklists of this department.
4. Attached documents (word, excel, pdf) to the department and the possibility of assigning them a keyword (metatag) to be able to reference them from the templates and have the documents available from there.
5. Customize the report you get (header, footer, logos…) specifically for this department.
6. A Users section where you can consult the users assigned to this department.

In addition, from the top right corner you can duplicate, archive or delete the Department directly.