Editing a Department

You can change the name and reference ID of any department or subdepartment. Changes will automatically be reflected in the properties of all users and documents/questionnaires assigned to that department.

Important: If you are using Automated User Synchronization, you should not change a department's reference ID unless it has also changed in Active Directory^® or in the human resources database that PolicyTech is synchronizing with. Otherwise, the department will no longer be synchronized.

To change the department name or reference ID for an existing department,

1. Click System Settings, click Company Setup, and then click Departments.
2. If multiple sites exist, select the site containing the department you want to change.

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3. Click the department you want to change.

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4. Make the desired changes, and then click Save.

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