Who is this article for?

Users who need to understand Departments.

No special access or permissions are required.

Department is an optional pick list value that can be associated with Audits, People and Actions to help organise and control access to information within the system.

1. Configuring Departments

Departments are configured as a flat list of values in the system. 

1. To set up Departments, navigate to:
2. Admin
3. Segmentations
4. This list typically contains physical location values such as North America, Europe and similar geographical or organisational divisions.

2. Using Departments with the Read Audits permission

The Audit Department value works together with the Read Audits permission to control which Audits users can access. The permission can be configured in two ways:

• When set to Department, users can read Audits that are associated with the same Department as they are
• When set to Assigned, users can read Audits to which they are explicitly assigned, allowing them to act as guest Auditors on Audits that would otherwise be outside their scope

3. Setting Person Departments

1. You can assign a Department to a Person through their staff properties. To do this, navigate to:
2. Admin
3. Staff properties

The Person's Department setting affects their access to Audits in the following ways:

• If a Person has no Department set, they can only read Audits to which they are assigned
• Audits which have no Department set can be read by People linked to no Department or any Department

4. Understanding default Department behaviour

When a new Audit is created, the system automatically applies a default Department value. The Audit's Department will default to match the Department of the Person who creates it.