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Custom table template

Departments

The Departments template creates reference records for each department. Link Users and Job Roles to departments so schedules, reports, and access rules can group by them.

Illustrative example

Plan a departments record

  1. 01

    Department

    The department name.

  2. 02

    Lead

    Link to the User who owns it.

  3. 03

    Members

    Links to the Users in the department.

A suggested way to organize your information. This diagram is not a product screen.

Plan your fields

Use this field guide as a starting point. Review the fields available in your account and adapt them to your process.

Department
The department name.
Lead
Link to the User who owns it.
Members
Links to the Users in the department.
Description
What the department covers.

Where this helps your team

  • 1Reference data linked from Users and Job Roles.
  • 2Department grouped schedules and reports.
  • 3Scoping workspaces or dashboards by department.