This feature allows users to set up a new structure within the system by creating a Department, assigning it to a Section, and defining a unique Assessment Name. This setup ensures a more organized, role-specific, and efficient evaluation process.
1. On the Dashboard landing page, click the Settings icon located at the top right corner of your screen, then select “Manage Locations” from the dropdown menu.
2. The system will direct you to the Location tab.
From there, choose the Location where you want to create a new Department, Section, and Assessment Name. This step ensures that the new setup is correctly assigned to the intended property or site.
3. Once you’ve selected the desired Location, go to the Structure tab.
4. Click Add Section to create a new section name.
In the “Abb” field, enter a 3-letter abbreviation for the section. This abbreviation is required, especially when uploading assessments using the Excel format, as it helps map the section correctly during the import process.
Note: As shown in the image, the red arrow and the message “The abbreviation has already been taken” indicate that the abbreviation you’ve entered (e.g., TE1) is already in use in the system.
5. Click Add Department, then choose from the Section you just created.
Next, click Add New Department — this means you are assigning a new department under the selected section.
This step helps organize departments within their relevant sections for a structured and efficient setup.
6. Follow the same steps as in Section and Department creation to add a new Assessment.
7. Once done, go back to the Location tab and check if the newly created Section, Department, and Assessment appear in the structure list.
This confirms that your setup has been successfully created and saved in the system.
If you need further assistance, please send an email to helpdesk@q-tx.com