Departments

In the Structure area, you can see a list of all configured Departments or research studies.

Adding Departments

To add a new Department, go to the Departments tab and click Add Department. This will open the Add Department screen.

Fill in the details and click Add Department. The new Department will now be available to assign in the Admin > Structure > Departments list.

Editing Departments

You can change the name of any Department and update address and telephone number. Click Update Department when you have finished editing.

If you edit a Department name, it will change the name in all instances (past and present).

Configuring Departments

In the Department list, select the relevant Department and click on the name to open the edit screen. Choose the relevant tab:

To assign staff or forms, search for these and click USE to the left of the name to assign these to the Department.

Alternatively, click on the ≡ icon to easily assign or unassign all staff or forms.

Read-only Departments

Departments can be assigned to a staff member on a read-only basis. The following restrictions will apply if this feature is used:

  • Creating a new form in a Department with read-only access will be prohibited
  • Editing open forms in a Department with read-only access will be prohibited
  • Creating a calendar event linked to a Department with read-only access will be prohibited
  • Creating a group calendar event linked to a Department with read-only access will be prohibited
  • Creating an enrollment in a Department with read-only access will be prohibited

Go to Admin > Structure > Departments. Select the Department you require and click on the Staff tab. A READ ONLY option is available in the list of staff members assigned to the Department.

Click to toggle between enabling and disabling READ ONLY status. The button is green when the Department for that staff member is set at READ ONLY.

The same feature can be accessed and managed from the staff member admin settings. Go to Admin > People > Staff and choose the staff member from the list. Click on the Departmentstab. The READ ONLY option is available in the list of Departments assigned to the staff member: