logo-light.png
Advice and answers from the Navigate Cloud Team
Offices

Offices are Organisational Units that may the used to group Officers together (See ). They are used for allocating Tasks through the “My Office Tasks” (see 10.1 My Office Tasks).

 

1.     Click on User Management -> Manage Configuration -> Offices on the left-hand side of the screen.

2.     All the Offices configured in the system are shown on the page.

3.     The Search field accepts text which will be used for a case insensitive partial match against the

following columns values:

a.     Name

b.     Parent Region

c.     Primary Email

d.     Primary Phone

e.     Office Ref.

4.     Type in text in the search bar, click “Enter” or the magnifying glass.

5.The list filters to text searched for.

6.The “Advanced Filters” can be expanded when required by selecting the down arrow at the right of

the field. The options are:

a.     Include inactive.

7.     Click “Enter” or the magnifying glass.

8.    The Offices will be shown after the list filters to the selected criteria.

9.     The Offices listed may be edited using the Edit action.

10.   The Office Name, Place, Primary Phone, Primary Email, Parent Region and Is Active flag may all be

altered.

Creating a new Office

1.      Click on the “New Office” button.

2.     Enter the name for the new Office.

3.     If the Office is at a particular Place, you may select an existing Place by typing ahead and the list

of matching places will be displayed for the selection of one.

4.     A phone number may be recorded.

5.     An email address may be recorded.

6.     If the Office is to be associated with a particular Region, you may select an existing Region as the

Parent Region.

7.    A mandatory Office Reference will be created from the Office Name and may be altered. It must

be unique so that the Office may be identified programmatically if required and may not be altered

after saving.

8.     The Office may be removed from being actively used in the system by deselecting the “IsActive

button.

Did this answer your question?