Divisions

Enabling the Division Feature

In order to enable the divisions feature, you must speak with EZICHEQ first, who will enable it for you.

Once divisions are enabled, all items will be "unallocated", and users without admin permission will no longer have access to any of them. Therefore we recommend temporarily granting all users the Hub Access permission by first setting their role to Custom and then turning on that switch. In this way they will continue to have access to these unallocated items while you get your divisions setup. Once divisions are setup and users are assigned to divisions, you can remove this temporary setting and that will lock them into just the divisions they have access to.

What is a Division?

A division is like a bucket that items can go in. Every item belongs to exactly one division, or else it is “Unallocated.” No other record in EZICHEQ is divided into divisions. Checklists, item types, and users are shared amongst all of the divisions.

Creating a Division

On the Account > Account Details page, there is a Divisions tab. Administrators can create new divisions here or rename existing ones. Divisions cannot currently be deleted, and since there is a minimum charge per division you are advised to not create more divisions than you require. Contact us if you mistakenly create one that you wish to delete.

User Access to Divisions

Users may be granted or denied access to divisions on a per-division basis on their user page under Account > Users. Several new permissions have been added. Users can by default move items between divisions, and Admins can by default manage divisions and division access as well as edit items from the hub.

Viewing a Division

In order to access a division, click on the company name in the upper right of the website and select the company and division from the pulldown. One of them will be named Company / Hub which is only available to administrators and allows you to view the entire company at once. Lists of items as well as reports will be limited to the items that are in the division you have selected.

Moving Items Between Divisions

You can move items between divisions and out of Unallocated on each item page. You can also move them more rapidly from the item list page by clicking on the division column for the item, and then picking the division you wish to move the item to. This may make the item disappear from the list as it moves out of the division you are looking at (unless you are doing this from the Hub).