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  1. Select  General >  Setup > Scheduling. The Scheduling Setup screen is displayed. The Department Roles pane is displayed below the Scheduling Options pane



  2. Click [+ Add new record] to define a new department role.

  3. Select a department from the Department drop-down list.

    To create additional departments, select General > Setup > AM Data. Next, select the ‘Departments’ option from the drop-down list and click [Add Record]. Complete the new department details and click [] to save the new department.

  4. Enter an applicable department role name in the Role text box.

  5. Click [] to confirm the new department role.

    To edit an existing department role, click [] for the applicable department role, make the required changes and click [] to confirm.


Video Guide:

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