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View and Edit Departments

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Every user and every expense line in Certify must be assigned a Certify Department. The Certify department that the user is assigned to may affect which expense categories are available for selection. This article shows you how to edit and deactivate departments in Certify.

On your account homepage, select Configuration, and then select View and Edit Departments.

Edit Departments

Step 1: On the View and Edit Departments page, enter search parameters to find a specific department, or leave both fields blank to return a list of all departments. Click Submit.

Step 2: Click the edit (pencil) icon next to the Department you want to edit.

 

Step 3: On the Edit Department page, edit the Department Details as needed. Click Next to verify your changes. To find out more about a field, click on the double arrows (>>) next to the checkbox. Click Next once more to save your changes.

 

Deactivate Departments

Step 1: Enter search parameters to find a specific department, or leave both fields blank to return a list of all departments. Click Submit.

Step 2: Click the red X next to the department you want to deactivate.

Deactivating a department will prevent users from selecting that department. Users who are currently assigned to the deactivated department will need to be reassigned to an active department.

Please Note: All records for the deactivated department will be preserved.

 

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Comments

  • Avatar
    Liz Stuertzel

    If you deactivate a department, can you still run historical reports on it? (example, will the deactivated department still show up in the "filter by" field?

  • Avatar
    Drew Patterson

    Hello Liz,

    Thank you for contacting Certify Support. If a department is deactivated, all records for the deactivated department will be preserved in previously processed reports. However, the department will no longer be available to search for or filter by within analytic reports.

    Regards,

    Your Certify Support Team

  • Avatar
    Kerstin Willis

    Is it possible to re-activate "deactivated" departs and "de-activated" expense categories?

  • Avatar
    Allison Dickey

    Hello Kerstin,

    Thank you for contacting Certify Support. Unfortunately, we are unable to re-activate any deactivated departments or expense categories. You will need to recreate them.

    Regards,

    Your Certify Support Team