(need to refine further)

In order for a user to have access to submit invoices, IDT bills, or letter bills, or to have permission to search as a credit or debit department, that user's department must be on to the Department list.

Onboarding of a department is a manual entry of Department Name and Unit Code via the Django Admin. This list of departments is also utilized to update users in the Billing accounts to allow them to utilize the search page.

BFS Admin Supervisors access the Django Admin via the Admin tab on the Tracker home page. The list of departments should include all invoice submittal, billing credit and debit departments. (need to clarify this list)

Before adding a new department, begin by searching to see if the Department and Unit Code already exist. If they do not, follow these steps.

1. Under Core, select Departments.

2. Select ADD DEPARTMENT +

3. Enter Department Name. This name displays on all invoice submittals department drop-down fields. (Emily, can we clarify this?)

4. Enter Department Unit Code.

5. Select Active. 

6. Save.

Caution: When editing or inactivating departments, take into consideration invoices in progress and historical data. (Can we say what happens to those, or what to do to avoid problems with them?)

Inactivated departments no longer display on the Invoice Submittal department drop-down list when creating or editing invoices. An inactivated department's Billing Accounts will remain active until manually inactivated.

To edit or inactivate a department:

1. Under Core, select Departments.

2. Select or Search for the department. (redundant?)
   

3. Make desired edits to Name or Active status. No other fields are editable.

4. Save.