Division Tab

Administrators and users with Add/Edit Division permission may add divisions/subsidiaries for their organization. Users with View Division permission can access the Division tab but cannot modify the company's Divisions. Assigning divisions allows easy categorization of reports when searching, sorting, or filtering reports.

Open

Add a Division

Open

1. Click the Divisions tab.

2. Select the Add Division icon to load the Add Division page.

3. Add as much information as you wish. It is not necessary to complete all fields.

4. Click Save to close and save the new division.

5. Alternatively, click Cancel to exit without saving.

Note: You cannot add a division name that already exists in the CMS.

Edit a Division

Use the edit feature if you need to make any changes to a Division or to add additional information.

1. Click the Division tab.

2. Select the Edit Record icon to load the Edit Division page.

3. Change as much information as you wish. It is not necessary to complete all fields.

4. Click Save to close and save the division changes.

5. Alternatively, click Cancel to exit without saving.

Note: You cannot change the name of the division to a division name that already exists in the CMS.

Assign a Division to an Incident Report

If you wish to assign the new division to an incident report:

1. Click the Incident Reports tab.

2. Click the Edit Record icon for a specific incident report.

3. Select the new division from the list.

4. Save and close the edit view.

Inactive Division

A division can be made inactive by checking the Inactive checkbox. This prevents the division from being listed in the Division dropdown field on the Add/Edit Incident Report pages. Inactive divisions cannot be included in a new auto-assignment rule.

Delete a Division

Delete a division by clicking the delete icon, in the row of the division you wish to delete. After you click the delete icon, you will need to confirm the deletion. Divisions can only be deleted if they’re not referenced on any reports in the CMS. 

Adding Multiple Divisions

Multiple divisions can be added quickly by clicking on the 'Add Multiple Divisions' button on the 'Add Division' page shown below:

Clicking on the 'Add Multiple Divisions' button opens the 'Add Divisions' page displayed below. Each division should be entered on a separate line. Any division entered that already exists will be ignored when saving. To fill in specific details for each division, use the Edit Record icon on each row of the desired division on the Division page.

Associating Locations to a Division

When the option 'Allow Locations to be Associated with Divisions' is enabled on the Edit Settings page, the Add/Edit Division pages will include a section to associate selected locations to a division. When locations are associated with a division, those locations will be shown in the Location dropdown list on the Add/Edit Incident Report page when that specific division is selected on that page. The Add Division page with the Locations list is shown below:

To associate a location to a division, click the location in the Locations list box and then click the ‘Move To>' button. To associate all locations in the Locations list box to the division, click the 'Move All To>>' button. To remove an associated location from this division, select the location in the 'Location Associated to this Division’ list box and click the '< Move From' button. To remove all associated locations from this division, click the '<< Move All From' button.

Click the 'Save' button to save all of the changes for the division.