Permissions Required: Prompt 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.

(Note: 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 at the top right of the section list)


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
    • Restricted: Restricted sections are hidden from all users that are not assigned to them in 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 of its parent department, with the exception of 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 and 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 of it's parent department, with the exception of the Disabled status that can be applied to a section independently.

Once completed select Submit.


See Also: How to set up user permissions, How to configure an Organisation, How to configure an Approval Process