From version 8.3 onwards, you can organise your workforce into Departments.
A department groups together the people who work in it, the activities (work tasks) for which they can register their hours, and the devices used on the work floor to register these hours.
Each department also has one manager, who is given a limited view of the system relating exclusively to their own department.
A department can be edited or deleted at any time. When a department is deleted, all people and components linked to it are released again. They are simply not assigned to a department; no data is deleted.
! Please note
A person, activity or scanner device can only belong to one department at a time. When you assign an item to a new department, it is automatically disconnected from the previous department.
! Requirement
Before you can apply these steps, you must first add staff.
- Click here for the steps to follow
Step 1 - Create a user
On the dashboard, open the General tile.
Click Users on the left-hand side of your screen.
Click the green "+ New user" button at the top right.
A pop-up window will open where you can enter the user's details.
- Username: choose a unique username
- Role: choose one of the roles (the role this user has is not important for this section)
- Language: the language in which this user will be able to view the environment
- Mobile phone: enter the user's mobile number
- Email address: enter the user's email address
Step 2 - Link the user to the staff member
Go to the staff record of the person who will become the Department Manager.
You can edit this record via the orange "Edit" button at the top right.
Go to the User section.
Here, select the User you created in Step 1.
Save these changes.
Step 3 - Create a department
Go to the Departments section on the left.
Click the green "+ New department" button at the top right.
On the following screen, you can complete the following details:
- Department details
- Select staff
- Select activities
- Select devices
Department details
- Name: Give the department a name
- Manager: Select the staff member you want to make the manager of this Department, for whom we have just created a user.
Staff
Select the staff members who will belong to this department.
! Please note
A person can only belong to one department at a time.
When you select a person here who already belonged to another department, they will automatically be disconnected from the previous department.
Activity
Select the activities that will belong to this department.
! Please note
An activity can only belong to one department at a time.
When you select an activity here that already belonged to another department, it will automatically be disconnected from the previous department.
Device
Select the devices that will belong to this department.
! Please note
A device can only belong to one department at a time.
When you select a device here that already belonged to another department, it will automatically be disconnected from the previous department.
Save
Click the green "Save" button at the top.
Step 4 - Log in as Department Manager
The Department Manager can now log in to your Agromanager environment.
They will only have access to their department and to the staff members, activities and devices linked to their Department.
Making changes
If anything needs to be changed in the Department, the Department Manager must ask someone with general permissions to do this.
The Department Manager cannot make changes themselves to the staff members, activities or devices within their Department.