How to create a new Division¶

Step 1

If you have existing Involvements that you want to add to the new Division, go to Involvement Search / Manage and filter for those Involvements, and then select the Management View tab.

If you do not yet have any Involvements for that new Division, just go straight to the Management View tab without filtering for any Involvements.

Step 2

Select the Target Program. This will be the Program in which you want your new Division.

Step 3

Click the green + Add New button. Enter the name of the new Division. Then click Submit.

View this short video to see a demonstration of creating a new Division and assigning Involvements to that Division.

Admins Only

If you are the System Admin, you can also create new Divisions by going to Admin > Involvements > Divisions from the main menu.

Follow similar steps as above - select the Target Program, and then click the + Add Division button.

You do not assign Involvements to Divisions on that page, but you can change or add the Program, and indicate the Report Line for the Week at a Glance Report.

See also

Week at a Glance and Average Week at a Glance

How to Rename a Division¶

Those with the Admin role can easily rename a division by going to Admin > Involvements > Divisions from the main menu.

Simply click on the name of the division you wish to rename and you will be presented with a small editing box where you can change the name. Then click the blue check mark to accept the new name.

How to Delete a Division¶

Before deleting a division, you will need to move all Involvements out of it and to another division. Make sure to search for Involvements with an Inactive status that may be in the division.

Once all Involvements have been moved out of the division, someone with the Admin role can go to Admin > Involvements > Divisions and simply click the Delete button to the right of the division name.

Update Organization to Involvement