Part I – Divisions
Welcome to Part I ‘Setting up Helm CONNECT’. This series of posts will give you some details regarding setting up Helm CONNECT from scratch, using a fictional company as our example. This post will show you how to set up Divisions, the first step of configuring Helm CONNECT.
You can find Divisions by navigating to Setup -> Operations from the left menu on your screen and then clicking on the ‘Divisions’ tab. You may notice several other tabs, don’t worry about them right now. We’ll go into these later.
We start with Divisions because they function as your main filter in Helm CONNECT. A properly set up Division tree will allow your administrator users to properly see everything they need to, while limiting access to users and employees to only see what is needed for their duties. Making it simpler for them to use.
To create a new Division click on the ‘New Division’ button in the above screenshot, this will bring up the ‘Create Division’ screen, shown below:
- Name: The main name of the Division [i.e. Western Coastline, Eastern Coastline]
- Short Name: A shortened version of the Division name, can be used in place of typing out the full division names in other sections of Helm CONNECT [i.e. WC, EC]
- Parent: This is an optional field, however we strongly recommend to always parent your divisions, so users can properly view child divisions as needed [i.e. RelmSubsidiaries -> Western Coastline]
- External System Code: This too is an optional field, generally used if specific Divisions in your organization use different system codes
- Accounting Code: This is an optional field as well, similar to the External System Code but used for different accounting codes
- Active: This is enabled by default. The Active checkbox will control whether a specific division and any children divisions underneath it will show up in other sections of Helm CONNECT
Once you’ve filled in the appropriate fields hit the ‘Save Changes’ button to save the division. Boom! You’ve created a Division! You’ll notice when saving the Division that it’ll be added to the right panel, set next to the appropriate parent. (see below)
Here’s an example of a completed division structure, and what you’ll see in a later post:
In our next post, we’ll take a look at how to set up Assets.