Managing Sections Follow

Topics Covered
How to Manage Buildings
 

Target Users
Organization Administrators

Required Permissions
n/a

The Sections page displays all sections associated with the selected Post. Depending on the chosen view, you may see sections displayed as cards or in a hierarchical tree structure. 

Each section entry includes key information such as:

• Section Name

• Parent Section (if applicable)

• Post location

• Contact details (if provided)

• Quick link to More Info

Sorting Sections

You can sort your sections using the Manage Sections menu. Sorting options include:

By Order

• Arrange sections in a sequence that reflects your desired organizational hierarchy.

By Code

• Sort all sections alphabetically by Section Code.

By Description

• Sort all sections alphabetically by Description.

Changing the Order of Sections

If you want to manually reorder how sections appear:

1. Click Manage Sections.

2. Select Change Sort Order.

3. Drag and drop sections into the desired sequence.

4. Click Save Changes to apply the new order.

Once saved, the updated order will appear immediately.

Switching Between Display Views

The system allows you to change how sections are displayed.

Three view modes are available:

Card View

• Displays section cards with icons and key information.

• Ideal for quick visual browsing.

• Includes action buttons such as More Info.

• Use this when you want a visual, high-level overview of your sections.

Hierarchy

• Shows sections in an expandable, hierarchical tree structure.

• Best for viewing parent–child relationships.

• Useful when reorganizing or editing multiple related sections.

• This view helps you understand and manage the full structure at a glance.

List View

• Displays sections in a simplified, structured list.

• Sections remain organized in a hierarchical format.

• Helpful when reviewing or making multiple edits quickly.

Use the view toggle icon or the display mode dropdown to select your preferred layout:

• Card View

• Hierarchy View

• List View

The display updates immediately when selected.

Using the Tools Menu

The Tools menu provides additional administrative functions:

• Update Supervisors: Sync supervisor data for all sections.

• Match SAFE Sections by Name: Match imported SAFE data to existing sections.

• Remove Sections without Employees: Delete unused or empty sections from the system.

These tools help streamline section cleanup and data maintenance.

Adding a Section

To create a new section, click the + New Section button at the top of the page.

The Create New Section form will appear.

Enter the necessary section details:

• Abbreviation: A short label or identifier for the section.

• Name: The official name of the section.

• Post: Select the Post associated with the section.

• Parent Section: Choose a parent section if this new section belongs under another unit in the hierarchy.

• Order: Select the ordering or position of the section within its parent group.

• Sync with SAFE: Select the appropriate Agency to synchronize with SAFE.

• MRD Section: Select the MRD section associated with this entry.

• Building: Choose the relevant building.

• Country: Select the applicable country.

• Phone/Fax Numbers (optional): Enter direct contact numbers for the section.

• Email (optional): Provide a general email address for the section.

• List in Directory: Toggle ON if this section should appear in the Directory listing.

• Section Head: Select the Section Head from the list.

  • Current Occupant: The Current Occupant field will automatically populate once selected.

• Section Deputy: Select the Section Deputy.

  • Current Occupant: The Current Occupant field will automatically populate once selected.

After all required fields are completed, click Save to create the new section. Or click Cancel to return without saving.

The new section will appear in the Sections list.

Editing and Deleting a Section

Editing in Card View

• Locate the section card.

• Click More Info.

• On the Section Details page, click Edit.

• Update any necessary fields.

• Click Save Changes.

Editing in List View

1. Find the section in the list.

2. Click the Edit (pencil) icon.

3. Modify the section details.

4. Click Save Changes.

Update the section details as needed.

Click Save Changes to apply the changes. If you do not wish to save the changes, click Cancel to discard any modifications.

Deleting a Section

• Open the section’s detail page via More Info.

• Click Delete.

⚠️ Note: A section can only be deleted if no dependent records are attached.

Deleting a Section with Active Employees

If employees are currently assigned to the section you are trying to delete, the Move All Contacts page will appear. From this page, you can:

Move Current Assignments

You can reassign all employees from the source section to a different section.

• Select a new section from the dropdown.

• This ensures each employee retains a valid assignment after the deletion.

Do Not Delete Source Section (Toggle)

You can choose to toggle ON the Do Not Delete Source Section option.

• When enabled, the system will move all contacts but keep the original section.

• This is useful if you want to reorganize assignments without removing the section itself.

2. Completing the Action

Once employees have been reassigned and your options have been selected:

1. Review the new assignment section.

2. Confirm your settings.

3. Proceed with the deletion (or movement only, depending on the toggle).

After completion:

• If the toggle was OFF → The section will be deleted.

• If the toggle was ON → The section will remain, and only the employee assignments will be updated.

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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