Settings – Departments (Administrator, Department Lead)

Learning Outcome

After completing this unit, you will be able to: 

1. View existing departments
2. View existing staff members of each department
3. Add a department to your organisation
4. Edit existing departments
5. Edit Department Lead, CX Champion and Staff for a Department

To view your Departments, you first need to access your Settings:

1. Open the traCXio website, and log in using your credentials.
2. On the top-right of your screen, Click on the bubble with your initials.
3. From the drop-down menu, Select Settings.
4. You now have access to all the features of the Settings page.

View Departments/ Staff Members for each Department

1. On the Settings page, select Departments from the left-hand menu.
2. Identify the Department you wish to view. You can narrow down your search by researching a particular Department in the on the top right-hand corner of the page.
3. At the very right of the screen, in the Action column, Select the Eye Icon.
4. You can now view the Department Lead, Team Leader and Staff belonging to this Department.

Add a Department

1. On the Settings page, select Departments from the left-hand menu.
2. On the top right-hand corner, select Add Department.
3. A new window will appear. Enter the Name of your Department.
4. Enter a Description in the Description Box to give further detail of who is involved in the department.
5. To save your changes, Select Add.
6. To cancel your changes, Select the X at the top right of the pop-up window.
7. Your action is successful when the Status Bar is green and reads Department Created Successfully.

Edit a Department

1. On the Settings page, select Departments from the left-hand menu.
2. Identify the Department you wish to Edit. You can narrow down your search by researching a particular Department in the Search Bar on the top right-hand corner of the page.
3. At the very right of the screen, in the Action column, Select the Eye Icon.
4. On the top right corner of the screen, select Edit.
5. A pop-up window will appear. You can edit the Name and the Description of the Department.
6. To save your changes, select Update.
7. Your action is successful when the Status Bar is green and reads Updated Successfully.

Edit the Department Lead

1. On the Settings page, select Departments from the left-hand menu.
2. Identify the Department you wish to Edit. You can narrow down your search by researching a particular Department in the Search Bar on the top right-hand corner of the page.
3. At the very right of the screen, in the Action column, Select the Eye Icon.
4. Select the Pencil Icon next to the current Department Lead (DL).
5. Enter the Name of the New DL and Select their name from the drop-down menu.
   Note: Ensure you have added your Department Lead to “My Team” before adding them to a Department!
6. To confirm, Select Add.
7. Your action is successful when the Status Bar is green and reads Updated Successfully.

Edit CX Champion/s

1. On the Settings page, select Departments from the left-hand menu.
2. Identify the Department you wish to Edit. You can narrow down your search by researching a particular Department in the Search Bar on the top right-hand corner of the page.
3. At the very right of the screen, in the Action column, Select the Eye Icon.
4. Select CX Champion on the left of the screen.
   
   

• • To Add a CX Champion: Select Add CX Champion on the right-hand side of the screen.
    • A new window will appear. Enter the Name of the New CX Champion and Select their name from the drop-down menu.
      Note: Ensure you have added your CX Champion to “My Team” before adding them to a Department!
    • To confirm, Select Add.
    • Your action is successful when the Status Bar is green and reads Updated Successfully.
      
      

• • To Remove a CX Champion: under the Action column, Select Remove.
    • A new window will appear asking “Are you sure? Do you really want to Remove this user from this Department?”
    • To continue, Select Yes, Delete.  
    • To cancel your action, Select Cancel. 
    • Your action is successful when the Status Bar will be green and read User Deleted Successfully.

Edit Staff member/s 

1. On the Settings page, select Departments from the left-hand menu.
2. Identify the Department you wish to Edit. You can narrow down your search by researching a particular Department in the Search Bar on the top right-hand corner of the page.
3. At the very right of the screen, in the Action column, Select the Eye Icon.
4. Select Staff on the left of the screen.
   
   

• • To Add a Staff Member: Select Add Staff Member on the right-hand side of the screen.
    • A new window will appear. Enter the Name of the New Staff Member and Select their name from the drop-down menu.
      Note: Ensure you have added your Staff Member to “My Team” before adding them to a Department!
    • To confirm, Select Add.
    • Your action is successful when the Status Bar is green and reads Updated Successfully.
      
      

• • To Remove a Staff Member: under the Action column, Select Remove.
    • A new window will appear asking “Are you sure? Do you really want to Remove this user from this Department?”
    • To continue, Select Yes, Delete. 
    • To cancel your action, Select Cancel. 
    • Your action is successful when the Status Bar will be green and read User Deleted Successfully.