Group Members consist of (depending on the group type) analytes, locations, materials, facilities, or subfacilities that will be included anywhere a group is used.
Warning: Group Members (RT_GROUP_MEMBER.MEMBER_CODE) and Group Names (RT_GROUP.GROUP_CODE) should be unique names, and group members should not have the same name as the group they belong to. Doing so may result in unexpected behavior. For instance, making a Facility a member of a Facility Group with the same name (RT_GROUP.MEMBER_CODE=RT_GROUP.GROUP_CODE) may cause users to be unable to login to EQuIS Professional or adding a subfacility to a location group with the same name will cause that location group to be unusable in reports. |
Add Members to Group
To add Group Members using the Groups form, follow these steps:
1.Click Groups in the Edit section of the Home ribbon in EQuIS Professional to open the Groups Form.
2.Select the desired group in the left pane of the Group Form window.
3.Select the Group Members tab.
4.Select one or more members from the Available Members section of the screen. Use the Ctrl or Shift key to select multiple members at once.
5.Double-click on an Available Member to move it into the Group Members list. Add a selection of multiple group members in one of the following ways:
•Select the Add/Remove Members drop-down in the Groups Form toolbar, then select Add Members.
•Right-click anywhere on the Available Members grid and click Add Members.
•Use the mouse to drag and drop the members from the Available Members section to the Group Members list.
When Add Members is clicked, the highlighted member(s) will be added to the Group Members section of the screen.
6.Use the Up Arrow and Down Arrow keys on the keyboard to reorder the Group Members for the desired reporting order (number in report_order column).
7.When all desired Members have been added and ordered, click Save 
on the toolbar.
Available Members
The Available Members lists are taken from populated values in reference and data tables. Add new members to the Available Members list by editing the appropriate reference or data table, which is described in Group Types.
For more information on editing tables, see Open a Table or View, Add New Record, and Edit Tables. The STATUS_FLAG of reference values should be set to "A" (for approved); reference values with a STATUS_FLAG of "R" will not display in the Available Members list.
Edit Group Member Details
Once members have been added to a group, the additional fields can be edited for more advanced reporting. To edit a member, select the member and use the Tab key on the keyboard to move from cell to cell or use the mouse to click on the cell to be edited. Once group members have been edited, click File and select Save As or click Save on the toolbar.
Remove Members from Group
To remove a member from a group using the Groups form, click on the group from the left side of the screen, then select one or more members to be removed from the Group Member section of the screen. To select members, highlight the entire row(s). Click Delete on the keyboard or right-click and select Remove from Group.
Note: When removing a member from a group in the Groups form, the Report Order now automatically updates to reflect the removed member (on saving). |