Departments help structure records across the platform, ensuring that teams, contracts, suppliers, savings, and sourcing events are categorized efficiently

If a department needs to be updated—whether for renaming, correcting an error, or restructuring your organization—it can be edited at any time.

Editing a department allows you to update its name or change which locations it is linked to, without affecting historical data.

Find out how to link Departments to a Location here

You can find out more about how Locations work in oboloo here

Only users with the appropriate access can add/edit departments within oboloo. To find out more about user access rights, please check out this user guide here.
TIP: You can also delete a department from the main Department page. When a department is deleted, it is no longer available to be associated with newly created records. Records that already have that deleted department against them remain unchanged. The deleted department will still be associated with those records until they are updated.

When to Use This Feature

  • If a department name has changed due to restructuring.

  • If a spelling error needs correcting.

  • If a department needs to be linked or unlinked from specific locations.

Step-by-Step Guide

1. Navigate to the Departments Page

  • Click Settings in the main menu.

  • Select Departments from the dropdown list.

2. Find the Department to Edit

  • Locate the department you need to update.

  • Click on the Actions menu (three dots) in the last column.

  • Select "Edit" from the dropdown options.

3. Update Department Details

  • A popup will appear where you can edit the following fields:

    • Department Name – Modify the name if necessary.

    • Linked Locations – Add or remove locations associated with the department.

💡 Tip: Departments are child records of locations. This means a department must always be linked to at least one location.

4. Save Your Changes

  • Click "Save Changes" to confirm the update.

5. Changes are Now Applied!

  • The updated department name and locations will now be reflected in filters, dropdowns, and records across the platform.

Key Considerations & Best Practices

✅ Editing a department does not affect historical records—only how the department appears in dropdowns and reports.

✅ A department must always be linked to at least one location to remain active.

✅ If a department is no longer needed, consider renaming or archiving it instead of deleting, to preserve historical data.

✅ Ensure department names remain consistent across the organization to avoid duplicate or redundant entries.

Additional Resources

📌 Related User Guides:

📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.