Skip to main content

Department

note

To go back to the Search screen, click Department next to Welcome at the top-right corner of the page.

1.1 Add Department​

Add a Department – Step-by-Step​

Step 1: Reach the Department Section
From the main side menu, click on "HR & Administration", then go to "Masters", and finally choose "Department".
This will open the Department Search page.

Step 2: Add a New Department
On the top-right of the Departmnet Search page, click "Add Department".

Step 3: Fill in Details

  • Department Name [Mandatory][Textfield]: Enter the Department Name.
  • ECN Required [Mandatory][Dropdown]: Select "Yes" or "No" to indicate whether Engineering Change Notices are required for this department.
  • Remarks [Optional]: Enter any remarks if necessary.
  • Department Head [Optional]: Select from the dropdown list.
  • Purchase Request Roles [Optional]: Select from the dropdown list — these are the roles authorised to approve purchase requests raised by this department.
note

Once a Department has been saved and you re-open it for editing, two additional dropdowns appear:

  • Purchase Request Approvers [Optional]: Choose the specific users (from the roles selected above) who are authorised to approve purchase requests for this department. This list is populated from employees linked to the department in the Employee master.
  • OT Approval Workflow [Optional]: Choose the users authorised to approve overtime (OT) requests for this department.

If no employees are linked to the department yet, a message "Please link the department in employee master to get employee list" is shown under these fields instead of a populated list.

Step 4: Save or Clear

  • Submit → To save the details. After saving, the entry will move into edit mode.
  • Clear → To reset all entered details and start fresh.
  • Cancel → To discard and return to the Department Search page.

1.2 Search Department​

Search a Department – Step-by-Step​

Step 1: Start Searching
On the Department Search page, you can filter by:

  • Department Name → Enter in text field.
  • PR Role → Select from dropdown list.

Step 2: See Results

  • Click Search → Matching Departments will appear in a list.

1.3 Edit Department​

Edit a Department – Step-by-Step​

Step 1: Find the Record
Search using filters on the Department Search page.

Step 2: Start Editing
From the results, click View/Edit next to the S.No of the record.

Step 3: Edit Details
On the Edit Department page, existing details will be shown.
Update the required fields.

Step 4: Save Changes
After reviewing the edits, click Submit to save.

That’s it! You have learned how to ADD, SEARCH, and EDIT a Department using the DMeX app.
If you need help, contact the support team.