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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Departments provides a tabbed interface for managing the organization’s department hierarchy and cost centers, with both a tree view and a flat list. Route: /fa/departments

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Overview

The page fetches departments via useDepartments(organizationId). Two tabs are available: Hierarchy View (rendered by DepartmentTree) and a flat list (second tab content not visible from page header — additional tab labels may exist). The New Department button opens DepartmentDialog with no pre-selected ID. Clicking edit on a row sets selectedDeptId and opens the dialog. The DepartmentDialog handles both create and edit based on whether selectedDeptId is defined. Page header: “Departments — Manage department hierarchy and cost centers.”

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Departments are referenced in GL entries, cost allocations, and budget line items. Define them before posting entries.

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Steps

1

Navigate to Departments

Go to /fa/departments.
2

View the hierarchy

The Hierarchy View tab displays the department tree via DepartmentTree.
3

Create a department

Click New Department to open DepartmentDialog with a blank form.
4

Edit a department

Click the edit action on a department row. The dialog opens with the department’s current data.

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Key concepts

  • useDepartments — Primary data hook; fetches all department records for organizationId.
  • DepartmentTree — Component rendering the hierarchical tree view of departments.
  • DepartmentDialog — Create/edit dialog; accepts deptId (undefined for create) and organizationId.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/DepartmentsPage.tsx
  • src/cores/fa/hooks/useDepartments.ts
  • src/cores/fa/components/DepartmentTree.tsx
  • src/cores/fa/components/DepartmentDialog.tsx