Department
1.1 Add Departmentβ
Add a Department β Step-by-Stepβ
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.
- Remarks [Optional]: Enter any remarks if necessary.
- Department Head [Optional]: Select from the dropdown list.
- Purchase Request Roles [Optional]: Select from the dropdown list.
Step 4: Save or Clear
- Submit β To save the details. After saving, the entry will move into edit mode.
- Clear β To reset all entered details and start fresh.
- Cancel β To discard and return to the Department Search page.
1.2 Search Departmentβ
Search a Department β Step-by-Stepβ
Step 1: Start Searching
On the Department Search page, you can filter by:
- Department Name β Enter in text field.
- PR Role β Select from dropdown list.
Step 2: See Results
- Click Search β Matching Departments will appear in a list.
1.3 Edit Departmentβ
Edit a Department β Step-by-Stepβ
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.
Thatβs it! You have learned how to ADD, SEARCH, and EDIT a Department using the DMeX app.
If you need help, contact the support team.