Subdepartments

You will find "Subdepartments" under the heading "Units" in the "Organization" sub-area in Compliance Suite. You can use "Subdepartments" to further granularize the management of the organizational hierarchy in Compliance Suite and link sub-departments to parent departments "Departments".

You can get an overview of all active Subdepartments under "Active Subdepartments":

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Create a Subdepartment

To create a new Subdepartment, click on the "+New" button in the menu bar.

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Field Name Type Description

Name

Text

Enter the name of the new Subdepartment

Custom ID

Text

Enter ID of the new Subdepartment

Department

Look-up

Enter Department of the new Subdepartment

Category

Look-up

Select any category for the new Subdepartment

Description

Text

Enter a longer description of the new Subdepartment

Link a person to a Subdepartment

To link a person to a Subdepartment, one method is to press "Related" in the menu bar and press, "Persons".

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Here, you can add people directly to the specific Subdepartment.

Alternatively, it should be done from the person card, either by adding the sub-department to an existing person or when creating a new person.

Note: On the person card, Subdepartments must be made available as a field to appear. You can do this on the specific person type.