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Documentation Index

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New department creation in the Finance & Revenue core is handled through an inline dialog on the Departments page.

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Overview

The /fa/departments page includes a New Department button that opens DepartmentDialog with departmentId={undefined} (create mode). The page displays departments in a hierarchical tree view (Hierarchy View tab) or a list view (List View tab — labeled “coming soon”). DepartmentTree confirms that departments support a hierarchical structure. Component: DepartmentDialog Primary hook: useDepartments(organizationId)

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Who it’s for

No explicit permission gate on the /fa/departments route.

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Before you start

  • Identify the department name, code, and any parent department if applicable.

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Steps

  1. Navigate to /fa/departments.
  2. Click New Department (top right).
  3. Complete the DepartmentDialog form fields.
  4. Save to create the department. It appears in the hierarchy tree.
Edit an existing department
  1. Locate the department in the Hierarchy View.
  2. Click the edit action on the department node.
  3. Update and save.
SME: The exact fields and validation rules in DepartmentDialog are not fully observable from the page component alone. Confirm required fields with the implementation team.

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/DepartmentDialog.tsx
  • src/cores/fa/components/DepartmentTree.tsx