Define functional areas

Define functional areas specifically for your organization or import existing functional areas into Robin Data. Functional areas play a role in your data protection management whenever people are created.

Background 

Under the organisational data, organisation-internal functional areas can be imported or created. Functional areas are used to delimit task areas of functional organisations from each other. Robin Data provides users with common functional areas, these can be imported into the account. In addition, further functional areas can be created. Examples of functional areas are accounting, purchasing or human resources.  

Functional areas can be selected whenever users create people in the Robin Data ComplianceOS®. For example, when creating people at locations or external contacts.

Import functional areas

1. In the main menu click on Organisational data: A dropdown menu opens.
2. Move the mouse pointer over the menu item Organisation: Another dropdown menu opens.
   
3. In the second dropdown menu click on Functional areas: A new window opens.
4. Click on the button +Functional area: A slider opens.
   
5. Select the functional areas you would like to import.
6. Click on the button Import: The imported functional areas will appear in the table view. 

Create functional area

1. In the main menu click on Organisational data: A dropdown menu opens.
2. Move the mouse pointer over the menu item Organisation: Another dropdown menu opens.
3. In the second dropdown menu click on Functional areas: A new window opens.
4. Click on the button +Functional area: A slider opens.
5. In the slider click on the button New: An empty input mask opens.
   
6. Fill in the fields of the input mask.
7. Click on Save: The functional areas have been created.