Click here to view the "Add a New Department" video
Step #1
Click on your profile picture or initials to reveal the quick-start menu.
Step #2
Select "Departments"
Don't see Departments? That's because your user doesn't have enough permission.
Step #3
Click "Create Department".
Step #4
Type in the department’s name (for example, Quality Assurance, Production, or Sales). This is how the department will appear in dropdowns, assignments, and reports.
Step #5
Provide a short abbreviation for the department. This abbreviation will be included in the document serialization to help identify which department the document belongs to. Example: QA for Quality Assurance, HR for Human Resources, PROD for Production.
Step #6
Choose the manager for this department. The selected person will have permission to add signatures on behalf of the department in documents and CAPA modules.
Step #7
Assign Department Responsibilities. Select the responsibilities this department will be accountable for when signing off in CAPA modules. These responsibilities define the department’s role in the review and approval process.
Step #8
Click "Create Department" to save your new department.
Step #9
Assign Authorized Signers. Add any additional users who are permitted to sign on behalf of the department, in addition to the designated manager. These authorized signers will be able to approve documents and CAPA items for the department when required.
Step #10
Click "Save Department"
