Use
Departments in the
Company Settings submodule in the
Settings module to mark departments as inactive.
To use Departments in the Company Settings submodule, you must have access to
Settings as defined in User Access Rights under
Settings.
To mark a department as inactive:
-
On the main toolbar, click
Settings
.
-
If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the department that you want to mark as inactive.
-
In the left pane of the Settings page, click
.
-
Highlight the department that you want to mark as inactive and deselect the
Active check box.
-
When WorkBook asks if you want to deactivate the selected department, click
Yes.
Note: Inactive departments are highlighted in red and/or enclosed in parentheses in WorkBook grids, columns, and fields. WorkBook retains the historical data of inactive departments, even if they are filtered out moving forward. They continue to appear in instances where they were previously selected.