<< Click to Display Table of Contents >> Navigation:  Administration and Configuration > Create a Facility Group

Facility Groups can be created in one of the following four ways:

•Groups From: In the Groups interface, select ‘Facility’ from the list and create a new group. Please note, if you wish to add Facilities to your new group from the Groups interface, they must already exist in the DT_FACILITY table.

•Facility Format: In EDP, Create and Commit an EDD using the Facility format. The following sections must be populated:

oTo create a new Facility: DT_FACILITY.

oTo create a new Facility Group: RT_GROUP where GROUP_TYPE = * or facility_id.

oTo assign a Facility to a Facility Group: RT_GROUP_MEMBER.

oIf wanting to view EDD submittals for the facility group in EDP EDD Status widget, RT_GROUP.FACILITY_ID should be changed to negative EUID after the Facility format EDD is loaded to the database. A new EUID can be created using Get New EUID Values report.

•Professional (manual): In Professional, manually create record(s) in the RT_GROUP and RT_GROUP_MEMBER tables.

oFacilities added to RT_GROUP_MEMBER require FACILITY_ID populated with DT_FACILITY.FACILITY_ID.

oFor the new Facility Group to appear in the list of Facility Groups in the login of Professional, the group must contain at least one Facility.

oIf wanting to view EDD submittals for the facility group in EDP EDD Status widget, RT_GROUP.FACILITY_ID should be changed to negative EUID after the Facility format EDD is loaded to the database. A new EUID can be created using Get New EUID Values report.

•Explorer Widget: In the Explorer widget in EQuIS Enterprise, right-click on the folder within which the new Facility Group will be stored and select the New Folder option. To store the group at the root, right-click on All Items.