Groups

Introduction

Groups are maintained under the System Wide section under Setup. The Group table stores predefined groups of Roles and possibly Actors used to perform various Approvals required in the SmartSolve© solutions. By defining Groups, you standardize who must sign-off on Approvals and Reviews. This saves end-users (record Owners) time. They do not have to list the same group of Approvers for the same types of Approvals.

Groups could be assigned in any of the following SmartSolve© records:

User Rights

The following rights must be assigned to a user to manage or view Groups:

Please see Rights Group to assign Rights Groups to users.

Global vs. Local

·         Global Groups will be inherited by all Local Organizations. 

·         Local Groups will only be viewed and used within that Local Organization.

How to Create Groups

1.     From the SmartSolve© tabs select Admin > Setup. Select Group from System Wide.

The Group list displays.

2.     Select Action > Add from the main menu (or right click).

3.     Enter Code and Name of the Group.

Please see Review Escalation.

Please see Rules.

4.     Click the Save button.

The Group Detail is now displayed.

How to Add Group Roles

1.     From the Group, select the Role tab then right click the mouse and select Add.

2.     Enter the Approver Level.

3.     Zoom and select an Approver Role (only Actors with this Role can later be entered).

4.     Zoom and select a Preferred Actor (if applicable).

5.     Select the appropriate Substitute Option.

6.     If you select None this means that only this assigned Actor can sign-off.

7.     Select if this approver is Required.

If you select Yes this means that this Approver cannot later be deleted from the Approval Routing sheet for the record (not even by a supervisor).

8.     Click the Save button.

The new Approver has now been added to the Group list.

Please see Criteria Review Type to see how to attach Groups to Criteria records SmartAuditTM

Please see Task Types to see how to attach Groups to Tasks in SmartCAPATM and SmartComplaintsTM

Please see Issue Review Type to see how to attach Groups to Reviews in SmartCAPATM and SmartComplaintsTM

Please see Document Review Type to see how to attach Groups to Documents and Change Orders in SmartDocTM

Please see Person Review Type to see how to attach Groups to Person records in SmartTrainTM

Please see the Designer Guide if you wish to modify existing Group field controls or add additional field controls

Managing Group Data

Groups can be Edited and Deleted. These options are available in the Group object and can be managed by an administrator.

How to Edit Groups

1.     From the SmartSolve© tabs select Admin > Setup. Select Group from System Wide.

The Group list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Group to edit, then select Action > Edit from the main menu (or right click).

4.     Edit any information for your Group.

5.     Click the Save button.

All changes should now be reflected in the Group.

How to Delete Groups

Group can only be deleted from SmartSolve© if the Group is not currently attached to any SmartSolve© records.

1.     From the SmartSolve© tabs select Admin > Setup. Select Group from System Wide.

The Group list displays.

2.     Select the   icon to switch to Local view (if applicable).

3.     Select the check box of the Group to delete, then select Action > Delete from the main menu (or right click).

4.     Click the Save button.

The Group has now been removed from the system.