How to create Departments in Preciate?

Premium members can create Departments from the Members and Admin page in the Admin Portal.

Creating Departments for your organization is a great way to gain better insights from Preciate's reporting. Follow the steps below to create your Departments.

 

For more information about how you should set up your Locations, Departments, and Teams check out this article

 

On the Members and Admin page, click Departments.

 

LDT Overview

 

On the Departments page, you have the ability to add Departments via CSV file upload as well as remove Departments. 

The ability to add individual Departments without CSV will be available Summer 2020.

 

In order to upload a CSV it's important to provide the correct format. Clicking here in the image below will download a CSV file with the correct format as well as example entry.

 

DepartmentsHere

DepartmentDownload

DepartmentExample

 

Use this template to create your Departments by filling in the relevant fields.

 

After you've added your Departments and saved the file as a CSV, drag and drop or click Browse to upload your file. If successful, you'll be presented with a pop up of your Departments with a check mark or X indicating if the Department was uploaded correctly. Clicking Ok or dismissing the pop up will refresh the table displaying your Departments.

 

You must upload a file that has a CSV file format and include the column name as indicated on the template. Failure to adhere to the template will result in your Departments not being uploaded and you will receive an error message.

 Departments2

 

Once created, Departments will appear in the table at the bottom. You can remove any Department that you've created by clicking the Trash icon. 

 DepartmentsTable

You can upload a file as many times as you'd like. Departments will only be removed if you click the Trash icon. Uploading files with the same Department names will have no effect.