Departments

Organize field service employees into named departments in Navixy. Assign staff to departments and use them to filter task assignments and reports.

The Departments page in Navixy's Field service module allows you to organize your workforce by categorizing employees into specific departments. This organizational structure helps streamline task assignments, reporting, and overall management of field operations.

You can assign employees to departments on the Staff page.

Departments page

The department list is used to manage different departments in your organization. Each department can be labeled, such as "Delivery" or "Sales," to reflect the specific function of the team.

How to create a new department

1

Go to Departments

Open the Departments page in the Field service module.

2

Start creating a department

Click + to open the department creation dialogue.

3

Enter department details

Creating a new department

• Label: Provide a name for the department.

• Address: Enter the department's physical location or use the map to select a point.

• Radius: Define a radius around the department’s location. This helps in assigning tasks based on proximity to the department.

4

Finish creating the department

After filling in the necessary details, click Save to create the department.

Once a department is created, it will appear on the Departments page, where you can view its details, such as name and address. This page also allows you to edit or delete departments as needed.

By using the Departments feature, you can ensure that tasks are assigned to the appropriate teams, enhancing the efficiency and productivity of your field service operations.