Department

The department’s page will show the previously added companies, and the user may also opt to ADD, EDIT, and DELETE if there would be amendments in the future.

On the ‘Settings’ tab, go to DEPARTMENTS. On the upper right, there’s ADD NEW DEPARTMENT then click it.

Upon clicking on the button, fill out the necessary information that is needed on the box.

Add the DEPARTMENT NAME and COMPANY name.

The user can add another department, while for the company name, a drop-down button will show all the previously added companies.

Click on ADD.

When the department has been successfully added, it will appear on the SETTINGS page in the SETUP section.

For necessary changes, make use of the hand-like and the trash bin icons beside its description.

The hand-like icon is to EDIT, while the trash bin icon is to DELETE

To EDIT

To DELETE

IMPORT NEW DEPARTMENT

This is for a large number of departments because this will be through an excel file, which will be filled out and imported back to the platform.

This saves time on adding a new department one by one, instead, fill it out on a spreadsheet and then just upload it back.

On the same page of the ASSET STATUS, go to ACTIONS, then look for IMPORT NEW DEPARTMENT.

The user will have the option to download its template and then fill it out when it has been downloaded.

The downloaded excel file will show the fields that need to be filled out.

When it has been filled out, the user may now upload it to the platform.

A Map Field will be shown for the guide fields on the added category, click NEXT.

The added categories are shown along with the user’s preferences below and are ready for IMPORT.

The data should be ready for IMPORT and an IMPORT SUMMARY will be shown:

When it has been successfully added, it should appear on the DEPARTMENTS page.

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