Maintaining Groups

The system enables you to group certain users depending upon their roles or hierarchy structure. Grouping users is required for sending a STR to multiple users.

The system enables you to perform the following activities:

Add a group
Modify a group
Define a group

Adding a Group

Perform the following steps to add a group.

To add a group

Access the Administration module.
On the navigation pane, click the Group Maintenance link.
The Group Maintenance screen appears.
Specify the following field details.

Field	Description
Group Name	Type the name of the group. It should not be less than three characters. This is a mandatory field.
Description	Type the description of the group. It should not be less than 3 characters and greater than 50 characters. This is a mandatory field.
Level	Select the level from the drop-down list. This is a mandatory field.
Branch/Zone/Region/Ho	Select the branch, zone, region or HO from the drop-down list. This is a mandatory field.

Click the Add New button.
A message about record successfully sent for authorization appears and after authorization the record gets added.
Or…
The new group is added to the list and a message about successful addition of group appears on the Group Maintenance screen.

Modifying a Group

Perform the following steps to modify a group.

To modify a group

Access the Administration module.
On the navigation pane, click the Group Maintenance link.
The Group Maintenance screen appears.
Click the Edit icon next to the group to be modified.
The fields are populated with the values of the group to be modified, and the Add New button changes to the Update button.
Modify the Description as required.
Click the Update button.
A message about record successfully sent for authorization appears and after authorization the record gets updated.
Or…
A message about successful modification of group details appears on the Group Maintenance screen.

Defining a Group

Perform the following steps to define a group.

To define a group

Access the Administration module.
On the navigation pane, click the Add Group Users link.
The Add Group Users screen appears.
Select the group from the Select Group drop-down list, for which you want to define users.
Click the Define Users in Group button.
A list of users appears below the Define Users in Group button.
Select the Select check boxes against the users whom you want to add to the group.
Click the Submit button.
A message about record successfully sent for authorization appears and after authorization the record gets updated.
Or…
A message about successful modification of group appears on the User Groups screen.