Creating Departments
In addition to creating departments one at a time, you can also bulk load department records previously output to a CSV (comma separated values) file. For more information see About Bulk Upload.
Creating a Department
To create a department:
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In Resource Manager, in the Folder Tree panel, select the folder where you want to create the department.
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In the Folder Tree panel, click Resource, and then click Department.
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Enter a unique name of up to 32 characters for the department. This must consist of alphanumeric characters, periods, and underscores only.
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Complete the remaining fields as described in the Department Fields section.
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Click Save.
Department Fields
This table shows the tabs and fields available for departments.
|
Field |
Description |
Entry |
Default |
Required |
|---|---|---|---|---|
|
Details Tab |
||||
|
Name |
A unique name for the record. Note: This may not be the same as the name by which the item is known on the remote equipment (Enterprise Name on the Advanced tab). Changing this name will not change the enterprise name or the name on the remote equipment. Changes to the name on the remote equipment will be reflected in the enterprise name, but under some circumstances, may not change the name shown here. |
Unique. Up to 32 characters, alphanumeric, period, and underscore characters only. Must begin with alphanumeric. |
Null |
Yes |
|
Description |
A description of the record. |
Up to 255 characters. |
Null |
No |
|
Path |
Only shown when resource is first created. The location in the folder tree where the resource is to be created. |
Click on the drop-down arrow to show the folder tree, then select the required location. |
Current location in folder tree. |
Yes |
|
Advanced Tab |
||||
|
Enterprise Name |
The name used to identify the item on the remote equipment. Leave blank to auto-generate a unique name. Note: If the item is created by importing from the remote equipment, this name will match the eGain Analytics name (Name on the Details tab). Changes to the name on the remote equipment will be reflected here, but under some circumstances, will not affect the eGain Analytics name. |
Unique. Up to 32 characters, letters, numbers, and underscore characters only. Must begin with letter or number. |
From Name |
Yes |
|
Active From Date |
The date from which this Department will be active within the system. |
Select date from calendar. |
Current Date |
Yes |
|
Active To Date |
The date after which this Department will be deleted from the system. |
Either leave Forever checked, or uncheck Forever and select date from calendar. |
Forever |
No |
Related Information