Departments
Learn how to manage departments as one type of reference data
1. What Are Departments
Departments are one type of reference data used to organize resources (Assets, Accessories, Licenses, Components and Consumables) based on your company’s internal structure. In AssetLoom, Departments help you manage asset ownership, assignment, tracking, and reporting according to each team or business unit.
The Department is located under the Reference Data section on the Personal Settings page. This page displays information about all your departments in the system and serves as the central place for managing them.
2. How To Set Up Departments
Step 1: Navigate To The Department Screen
Select the Reference Data in the Configure section on the left-hand side menu sidebar.
On the left menu sidebar, you can view the Departments under the Reference Data.
Step 2: Fill In The Department Form
Click the “New Item” button to open the Department Form
Now you can fill in the Department Form. Below are some key fields:
- Name: Enter the name of the department, team, or business unit, such as IT, Finance, HR, Sales, or Operations.
- Image: Add a visual reference or icon to help users quickly recognize the department.
Step 3: Save The Departments
Once all required fields are filled, click the Create button at the bottom of the form to save the department information to the system.
Step 4: Review Your Departments
After creating the departments, you will be redirected to the Department List, where you can view and manage all your departments. If any information needs to be updated, simply click on the departments and modify the details as needed.
You can quickly create a new department in the Asset, Accessory, License, Component, and Consumable lists by entering one in the Department column.
3. Actions With Department List
After creating the departments, you can perform some actions with the list:
- Edit: Update the Department’s details
- Delete: Remove a Department that is no longer needed.
