How to add/edit a Section

Prompt Support Updated by Prompt Support

Permissions Required: Prompt Admin, Admin or System Admin

Add a new Section

To add a new section, go to Admin -> Manage Organisations and select the parent department, and then select Add Section at the top right of the section list.

For Agency Admin permissions, go to Admin -> Manage Organisations and click on organisation name to reveal departments, then select the parent department and select Add Section 

This will open the Create Section page where you will have to set up the following fields:

  • Section Name: Name of the section, it is not possible to have two sections with the same name within the same department
  • Status: Set the status of the section
    • General: This section is active and visible to all users
    • Hidden: Hide the section from all users in Prompt. This section will only be accessible by Prompt Admins and System admins. Note: You will not be able to update the section to hidden if there are primary users assigned to the section.
    • Restricted: Restricted sections are hidden from all users not assigned to them on the User Profile page.  Contents will be hidden from users of other organisations
    • Disabled: Disabling a section will not allow documents to be added. 
Important: A section's status is governed by its parent department status, a section must have the same status as its parent department, except for the Disabled status that can be applied to a section independently.
  • Description: Brief text to add notes describing the section 
  • Approval Process: Set the approval process for this section only.
  • Default Review Frequency: Set the default number of months the documents from this section will require a new review.

Once completed select Submit.

Edit a Section

To edit an existing section, go to Admin -> Manage Organisations, select the parent department, and then select Edit next to the desired section.

This will open a new page where it is possible to change a section's name, update its status, update the description, change the approval process, and change the default review frequency.

Important: A section's status is governed by its parent department status, a section must have the same status as its parent department, except for the Disabled status that can be applied to a section independently.

Once completed select Submit.

How did we do?

Configuring Standards

How to configure an Approval Process

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