Departments help you organize your organizational structure inside Fabritec.

They allow you to group users, assign managers, define reporting lines, and establish a department hierarchy that controls workflow and task assignment logic across your organization.

With Departments, you can:

Structure your teams based on organizational hierarchy

Assign department managers

View which users belong to which department

Improve reporting and access control

Define default task assignment flow using hierarchy

Keep your workspace organized and scalable

📍 Where to Find Departments

Navigate to:

User Management → Departments

You will see two main views:

List View – Displays departments in a table format

Hierarchy View – Displays departments in an organizational tree structure

List View

The List view shows all departments in a structured table.

You will see:

Department Name

Manager

Users in the Department

Actions (Edit, Delete)

You can also:

Export data to Excel or PDF

Use Search

Filter columns

Switch to Hierarchy view

This view is ideal for quick editing and administrative control.

Hierarchy View

The Hierarchy view visually represents your organizational structure.

It allows you to:

Define parent-child relationships between departments

Organize workflow between departments

Control task assignment flow

Establish the default user assignment hierarchy

Why Hierarchy Matters

Hierarchy determines how tasks flow between departments.

By default:

Tasks can only be assigned to users within the same department level or to departments below it in the hierarchy.

This ensures:

Controlled task escalation

Clear reporting lines

Organized cross-department collaboration

Reduced misrouting of tasks

Example:

The Projects Department can assign tasks to Production or Planning

Production can assign tasks to Welding

Welding cannot assign tasks upward to Projects unless special permissions are granted

This structure mirrors real operational flow inside a factory or organization.

➕ Add a New Department

Click Add Department to create a new organizational unit.

You will see the following fields:

1️⃣ Department Name (Required)

Enter the official name of the department.

Examples:

Production Department

Quality Control Department

Welding Department

Planning Department

Projects Department

2️⃣ Parent Department (Optional)

Select a parent department to place this department inside the hierarchy.

If selected:

The department will appear as a child in the Hierarchy view

It will follow the assignment flow rules

Tasks from higher-level departments can be assigned to it

If left empty:

The department will be created as a top-level department

Save the Department

Click Add to create the department.

The department will:

Appear immediately in List view

Be reflected in Hierarchy view

Become available for user assignment

Follow the defined assignment hierarchy rules

✏️ Editing or 🗑️ Deleting a Department

In the Actions column:

✏️ Edit – Update the department name or parent department

🗑️ Delete – Remove the department from the system

⚠️ You may not be able to delete a department if:

Users are assigned to it

It contains child departments

Reassign users or restructure hierarchy first.

Assigning Users to Departments

Users can be assigned to departments from the Users page.

Assigning users enables:

Role-based visibility

Structured reporting

Controlled task assignment

Hierarchy-based workflow routing

A user’s department determines who they can assign tasks to by default.

Task Assignment Rules (Important)

By default:

Users can assign tasks to their own department

Users can assign tasks to departments below them in the hierarchy

Users cannot assign tasks upward unless explicitly permitted

This prevents:

Random cross-department task allocation

Workflow confusion

Responsibility overlap

It enforces structured operational flow aligned with your organization.

⭐ Best Practices

Design your hierarchy before creating departments

Mirror your real factory reporting structure

Keep hierarchy logical and not overly complex

Use parent departments to represent operational flow (e.g., Projects → Production → Welding)

Regularly review and update structure as your organization scales

Users – Add or manage user accounts

Roles – Control access permissions per team

Production Setup – Assign users to specific production environments

Departments

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List View#

Hierarchy View#

Why Hierarchy Matters#

Example:#

➕ Add a New Department#

1️⃣ Department Name (Required)#

2️⃣ Parent Department (Optional)#

Save the Department#

✏️ Editing or 🗑️ Deleting a Department#

Assigning Users to Departments#

Task Assignment Rules (Important)#

⭐ Best Practices#

🔗 Related Articles#