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Creating & Assigning Departments 

🛠️ Creating a Department 

Click Path:
Log in to your PathSpot Dashboard → Locations tab → All Locations → Details

Steps:

  1. Scroll to the bottom of the page. ⬇️

  2. Click Add Department. ➕

  3. Enter the department name. ✏️

  4. Click Save. 💾

Note: If a department needs to be deleted, please contact support@pathspottech.com for assistance.

If you do not have access to create departments but believe you should, please have your Program Owner reach out to support@pathspottech.com to request the appropriate permissions.

Video Guidance

📝 Assigning Lists & Schedules to a Department

Once the department has been created, you can begin assigning lists and schedules to it.

Click Path:
Log in to your PathSpot Dashboard  → Task Management → View Task Lists → Click Edit on the desired list (ellipsis ⋮ on the far right)

Steps:

  1. Scroll to the bottom of the page.

  2. Click Create New Schedule.

  3. Under Assignment Type, select Department.

  4. Select your Location.

  5. Add the appropriate Roles.

    Note: If the roles assigned to the list need to be changed later, the assignment must be deleted and recreated. Previous assignment data will still be recorded and accessible.

  6. Set your Recurrence and Cadence.

  7. Click Create New Schedule.

  8. Click Save.

Video Guidance