Places

    Places are used to group people together within Citadel. You can set up places within your account and assign people to departments. There is no limit to the number of places you can create within Citadel. You can also customize each place by using the settings found on the Details tab. 

    To add a Place such as Location, Site, Area, or Department, follow these steps: 

    1. Click on Places under Organization in the Main Menu

    2. Click Add New in the category of Place that you would like to create  

    Places_1.png

    3. In the Name field, enter a name for your place

    4. Click Save to create your Place.

    Places_2.png

    To remove Places, you will archive them so that their information remains in the system, in case you ever need to access it.

    Archiving a Place

    To remove a Place such as Location, Site, Area, or Department, follow these steps: 

    1. Click on Places under Organization in the Main Menu

    2. Select the Place you want to remove

    Remove_Places_1.png

    3. Click the Status field in the Details tab

    4. From the drop-down menu select, Archived then click Save.

    Remove_Places_2.pngThe Place is now removed from the active places list and will appear in the archived places list.

     

    Unarchiving a Place

    1. Click on Places under Organization in the Main Menu

    2. Click the Status drop-down at the top of the screen, select Archived

    Remove_Places_3.png

     

    3. Select the Place you want to unarchive

    4. Click the Status field in the Details tab

    5. From the drop-down menu, select Active then click Save.

    The Place is now removed from the archived places list and will appear in the active places list.

     

     

    Policies can only be assigned to Departments. Once policies are assigned to a department, all people in that department will be assigned those policies.

    Assigning Policies to Departments

    1. Click on Places under Organization in the Main Menu

    2. Select the Place you want to assign policies to

    3. Select Policies tab

    4. Select the policies icon in the sidebar on the right to display available policies.

    Policy_1.png

    5. Click the arrow to expand a policy type and show all available policies

    6. Click on a policy tile to assign it to the department

    Policy_2.png

     

    Removing Policies to Departments

    1. Click on Places under Organization in the Main Menu

    2. Select the Place you want to remove policies from

    3. Select Policies tab

    4. Click the delete icon in the top left corner of an assigned policy 

    Policy_3.png

    5. Click Confirm to remove policy from department

    Policy_4.png

    Assigning and Replacing Policies has never been easier with the new and improved layout. You now have the ability to identify the key rules relating to specific policies, as well as a more detailed view by simply selecting the policy required. You can follow the instructions below in order to assign or replace an existing policy:

    1. Select the Policies Tab under the department of your choosing. 

    Policy_1.png

    2. An overview of the rules for each policy will be provided to you, with a more detailed view available on a selection of any policy. 

    3. Selecting Assign and Replace on the top right-hand side of the page will provide you with the available policies, listed by their Policy Type. 

    Policy_2.png

    4. Once you have selected the policy you want to assign or replace from the right-hand side, you will be provided with a confirmation and a preview of the changes you are about to make.

    5. To save the changes, select Confirm and Assign

    Policy_3.png

    6. Select Cancel if you do not wish to make any changes.