How to Create a Department

 EMS Configuration – Boston Campus

How to Create a Department

Overview
Departments are assigned to User Security Accounts and contain settings for processing a space request.  For example, the Department configuration contains the headings that appear in the email or print confirmations that schedulers send to requesters of space.

Dependencies
·        None.

Summary of Steps (Web Client)

1. Create Department
   1. Navigation:  Configuration>Administration>Departments
2. Boston campus naming convention:
   1. Department Description (e.g. Dental School-Student Affairs Office)
   2. Prefix = School/program hyphen initials of office (e.g. D-SA)
   3. Next Invoice Number = 1000 (all invoices are referenced by the prefix and invoice number. Convention is to start all invoice numbers at 1000).
   4. Email Address - Required for system-generated confirmations. Recommend that a department/group email be used rather than individual email.
3. Complete the Tabs. At minimum, complete the Confirmation Header Fields (tab 3)
   1. Logo.  Appears on print version of confirmation emails and invoices.
   2. Confirmation Header Fields. Appears when sending a Space & Resource Reservation System (VEMS) user a system-generated confirmation.
   3. Invoice Header Fields. Appears when sending a confirmation or invoice to a requester.

Steps with Screenshots:

How To Create Department.docx