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Deleting a Department

Important: If any of the following are assigned to a department, you must reassign or delete them before you can delete that department.

  • Users
  • Documents
  • Subdepartments

To delete a department,

  1. Click PREFERENCES.
  2. Click Company Setup, and then click Departments.
  3. If multiple sites exist, in the site list, click the site containing the department you want to delete.
  4. Click a department name, and then click Delete.
  1. You will be prompted to back up the PolicyTechâ„¢ database before deleting the department. Click Backup Database, and then click OK. When the backup is complete, click Close.
  1. Click Yes to delete the department, and then click OK.

Note: Deleting a department places it in the Recycle Bin. See The Recycle Bin for details on restoring a deleted department.