Department
A department is a distinct staff work team, for example: Facilities, Information Technology. Each department has its own equipment, work orders, staff users, and projects. Departments span all divisions and properties. Staff in the Global department have access to all departments.
Departments for Staff Users
- Work orders, service requests, staff, and equipment are limited by departments.
- Global projects can include collaboration between multiple departments.
- The calendar is a common area which shows a limited view of work orders and other items restricted by departments.
Example of a client with two sample departments shown below.
Global staff, including Client Administrators, can view both departments.
Staff can work within each department independently, but have common areas to allow for collaboration.
By Module: Areas where Department Staff have a limited view
Within their division settings, this list summarizes how departments work for each module. Assigned permissions also control which modules are available to them.
Projects: Projects are limited to each department. Facilities projects cannot be viewed by staff in IT department.
Projects in Global department can have tasks assigned to specific departments. Department staff can view the entire project if a task is assigned to their department, and they can change tasks assigned to their department even if this impacts other tasks.
Work Orders: Work orders are limited by department. Facilities staff can only see Facilities work orders. Staff in Global department can be assigned to department work orders, but staff in departments cannot be assigned to work orders in Global department.
Service Requests: Global staff can see and approve requests for any department. Department staff see their own department as a default, and can approve requests for own department, or change the department to another department. Department staff have a view only ability for service requests outside their department.
Staff: Staff list is limited by department. Department users can see own staff only in own department. Global staff can see staff in all departments.
Equipment: Equipment is limited by department. Department staff can only see equipment in own department. Global staff can see equipment in any department.
Bids: Bids for work to be done by vendors are limited by department. Global staff can see bids for any department.
Calendar: Calendar displays work orders, preventive maintenance tasks, and warranty expirations to staff in the same department or global department. Lease expirations are visible to staff of any department with Group User view permission. Calendar events created from the calendar with visibility that includes staff are visible to staff in all departments.
Documents: Staff can view documents associated with records which they have access to (if the document is set for staff visibility).
By Module: Areas where Department Staff share a common view
Properties : All properties are visible to staff in all departments, according to division structure. Because properties impact all departments, only Global staff can create or edit properties.
User Groups: All Tenant Groups and Employee Groups can be viewed by any staff user in any department that has User Group view permission.
Department staff with user group permissions can create and edit User Groups, and send invitations to new Tenant/Employee contacts.
Vendors: Vendor companies can be viewed by staff in any department with the vendor view permission. Companies can be created and edited by staff in any department with the vendor edit permission.
Emergency: Emergencies can be viewed, created, or edited by staff users in any department with emergency permissions. Work orders associated with emergencies may be assigned to particular departments.