Department Reference Data

The Department reference data window can be accessed by navigating to Organisation > Department > Department, or by clicking Manage Reference Data in the Tasks panel of a department record.

Note: You must have a role with the DepartmentReferenceData permission to access this window.

Refer to Manage Reference Data for further information on using reference data screens.

The following reference data is available:

Use this reference data to group room uses together and assign them to a financial year. This allows different room uses to be grouped each year.

Band reference data

Use this reference data to assign a rate to each business unit for each band for each financial year.

Note: The lowest level of the business unit structure must be selected to avoid duplicates or conflicting rates being applied.

Business Unit Rate reference data

Use this reference data to group departments based on the organisational structure. Groups are used to differentiate organisational structures in the same organisation.

Department Group reference data

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Use this reference data to define services that departments provides.

Department Service reference data

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The levels reference data allows you to create an organisational structure using department records.

Levels reference data

The levels are linked to a Department Group, so that a single organisation can have multiple structures, for example:

Example structure

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Use this reference data to group room usages together for a financial year. This allows room usages to be applied to different price bands each year.

Room Usage Band reference data

The fields on the Room Usage Band reference data screen are described in the following table.

This field Holds this information...
Room Usage

The usage of the room.

Note: These can be defined in Usage reference data (accessed by navigating to Functions > Core > Reference Data > Rooms).
Default Rate The default rate.
Band

The room usage band.

Note: These can be defined in Band reference data (in Department reference data).
Financial Year

The financial year.

Note: These can be defined in Financial Years reference data (accessed by navigating to Functions > Core > Reference Data > Core).

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Use this reference data to define types of department (for example: Clinical, Retailer, Administration and so on).

Types reference data

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