Managing Departments

Modified on Tue, 13 Aug, 2024 at 2:13 PM

In the Assurance Monitoring System (AMS), a "Department" is an essential attribute for categorizing users, tasks, and themes. Departments help in organizing data and generating detailed reports based on specific organizational units. This guide will walk you through the steps to add a new Department in the AMS interface.


Departments also play a significant part on permission and visibility in AMS. For example, users will be able to see tasks and debriefs submitted by those who are in a suborbinate department. 


Step-by-Step Guide

Navigate to the Manage Departments Page

  • Log in to your AMS account.
  • On the left-hand side menu, find and click on Department to expand the submenu.
  • Select Manage Departments from the dropdown.


Access the Add Department Interface

  • In the Manage Departments page, you'll see a list of all existing departments.
  • Click on the green + Add Department button located at the top of the page to open the "Add New Department" form.




Enter Department Details

  • In the "Add New Department" form, you need to fill in the following details:
  • Department Name: Enter the name of the new department you wish to create. For example, "Fleet Maintenance."
  • Parent Department: If this department is a sub-department of an existing department, select the parent department from the dropdown menu. If it is a top-level department, leave this field blank.


Submit the New Department

  • After filling out the necessary details, click the green Submit button to save the new department.
  • A confirmation message will appear, indicating that the department has been added successfully.


Verify the New Department

  • The new department will now appear in the list of existing departments on the Manage Departments page.
  • If it was a top-level department, it will be displayed as an independent entry. If it was a sub-department, it will be nested under the selected parent department.


Assign Users to the Department

  • To assign users to the new department, navigate to the Manage Users section under Users in the left-hand menu.
  • Find the user you wish to assign to the department and click on the edit (pencil icon) button next to their name.


Select the Desired Department

  • In the "Edit User" form, select the department you want to assign the user to from the User Department dropdown menu.
  • Click Submit to save the changes.



Additional Information

Editing or Deleting a Department:

You can edit or delete existing departments by clicking on the edit (pencil icon) or delete (trash can icon) buttons next to each department in the list.

Sub-Departments:

For more detailed categorization, you can create sub-departments under any existing department, which helps in further organizing users, tasks, and themes within the organization.

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