Creating a Departmental Group

  1. Choose Show>Department Groups

The list of department groups in your system will be displayed.

  1. Choose Edit>New Group or press Ctrl-N/⌘-N

The Department Group entry window will be displayed.

  1. Enter the group code into the Code field

This code is used to identify the group and may be a maximum of 5 characters in length—characters can be alphanumeric—letters are automatically capitalised and spaces are converted to underscores—the “@” character is not permitted.

  1. Enter a description for the group into the Description field

Assigning Departments to the Group

If you have previously defined departments in your system, add departments to the group at this point. If you have not already created Departments, groups can be assigned to departments as they are created.

To assign a department to a group:

  1. Click the Add... button

The Add to Group window will be displayed.

  1. Highlight the departments that you want to add to the group and then click the Add button

Once you have clicked the Add button you will not be able to change the code of the group and the Cancel button is dimmed. If you find that you need to change the code of the group, accept the record as is and modify it later. See the following section for details.

  1. Click the OK or Next button to save the changes