Getting Started with Departments

Steps for setting up Departments and assigning assets and users.

The set up and use of departments allows hospitals to associate users and assets with certain departments, thus limiting their view of and accessibility to information only within their assigned department (rather than system/hospital-wide). Use of departments ensures assets remain in their proper areas, that devices attached/detached are from the right department for the user taking the action, and streamlines user-based processes within the RTLS saving time and money. 

As a general overview, the workflow for setting up departments is: 

  1. Create the departments (e.g., anesthesiology, ER, OR, radiology) under System Management. 
  2. Assign assets to their respective departments under My Site. 
  3. Assign users to their respective departments. 

Department level assignments of users and assets will impact viewable inventory on the map, in My Site, ProPAR, and Events. Users will see only those items for the same department to which they are assigned. The exception is Administrator level users who will always see all assets, devices, and events.   

STEP 1: Create/Add Departments

Whether this is the initial set up of departments or a new department is being created/added, follow the steps outlined in this section. Only Administrators may manage departments. 

Select Departments from the System Management page (use either the bell icon or the hamburger menu). The Departments page opens. If departments have been set up, they are listed here; otherwise the page is initially blank. 

Departments-2

Click Create department from the Departments menu to open the Create department window. Input the department name and select Save. The new department is added and will display on the main list. Choose to Cancel to disregard and return to main list. Create Dept

Repeat this process for each department you need to add.  

 

 

Go to the editing departments article for information on department functions. 

STEP 2: Assign assets to the department(s).

Go to the Assets page in My Site and search for the asset to which you want to assign a department. Place a checkmark next to the asset and choose Edit. Use the Department drop-down list to select the department. 

Edit Asset Dept

Click Save. When an asset is assigned to a department, only users assigned to the same department and administrators will see the asset. An asset may be assigned to just one department. 

Choose Cancel to return to the My Site Assets page without saving changes. 

STEP 3: Assign users to the department(s).

Open the Users page under System Management (bell icon or hamburger menu). Take action based on if you are assigning a single user or multiple users. 

Single User

Locate the user to edit and select the pencil (edit) icon. 

Edit User icon

Use the Department drop-down list to select the department for that user. Click Save. The user will see only assets assigned to the same department. 

Edit User Dept

Multiple Users

The Bulk Edit feature is used for making Department changes to more than one user at a time. Locate and place a checkmark next to the users you want to include in the bulk edit. The button will remain grayed out until at least one selection is made. Choose Bulk edit users from the menu.

Bulk Edit Users

All selected users must be assigned to the same department.

Confirm the selected users in the pop-up window (the list scrolls) and select the Department from the drop-down list. Click Yes to save the changes; Cancel to end the edit process without changes.

Bulk Edit Users confirm

A small confirmation pop-up will appear to confirm the changes. The selected users will now have visibility only to the assets assigned to that same department.  

It is not necessary that all users have a department assignment. Users who should have visibility and access to all assets, devices, and events should stay set to None for the department option.