Create Person Groups
Explanation
This activity is used to create a
person group. A
person group consists of one or more persons and is
used when defining the approval routing. In addition to this, in the case of
document management, a person group can be used when defining document access.
Persons can be assigned to a group by manual entry or they
can be copied from one group to another. Once you
have selected a group to copy from, all persons will be copied into the
destination group. If a person already exists in the destination group, that
person will be not be copied.
Prerequisites
N/A
System Effects
- A defined person group is available in the Lists of Values
where person groups are applicable.
- If Copy Group Members is selected, persons not existing in the destination group
will be added to it.
Window
Document Basic/Person Group
Risk Basic Data/Person Group
Related Window Descriptions
Document Basic/Person
Group
Risk Basic
Data/Person Group
Select Group to Copy From
Procedure
- Open the Document Basic or
Risk Basic Data window and click
on the Person
Group tab.
- Click New to enable the creation of person group.
- Enter a value in the Group ID field. This field accepts a maximum
of 20 characters.
- Enter a value in the Description field. This field accepts a
maximum of 100 characters.
- Click Save.
Proceed with the following steps if you are using manual entry to add group
members:
- Click in the table and then click New to enable the addition of a
person to the group.
- In the Person ID field, use the List of Values to select and
insert a valid value.
- In the Note field, enter optional text about the person. Add as
many persons to your group as needed.
- If necessary, enter dates in the Valid From
and/or Valid To fields.
- Click Save.
Proceed with the following steps if you are copying group members from one
group to another:
- Right-click on the Person Group tab and select Copy Group Members to
open the
Select Group to Copy From dialog box.
- In the Group ID field, enter a group from which you wish to copy
members, and click OK. The group
members are then copied into the group.