Create New Group

<< Click to Display Table of Contents >>

EQuIS 7  >>  Professional > Groups and Action Levels > Group Maintenance >

Create New Group

Click Groups in the Edit section of the toolbar in EQuIS Professional to open the Group Form.

 

15228-Ribbon_Groups

 

Add New Groups
 

1.Select the group type in the left pane of the Group Maintenance window (e.g. Analyte) by clicking on the type next to the node.

 

15074-grp_maint_wndw

 

2.Click New Group on the New drop-down on the toolbar.

 

15074-New_Group_button

 

3.A new group is created with a blank Code.

4.Enter a new Group Code and click Save.

 

Group Details

 

Once a new group has been created, the other fields in the Group Details section are available for data entry. Note that Facility Id and Status Flag already contain default values that can be modified to better address user needs.

 

15074-New_Group_details

 

Analyte Group Details

 

The only required field to populate in the Analyte Group Details section is the Code (GROUP_CODE). When adding a new Analyte group, the GROUP_TYPE will default to analyte. Once saved, the GROUP_CODE entered by the user is the name that will appear anytime the group is used. The GROUP_DATE, GROUP_OWNER, and GROUP_DESC fields are not required.

 

The GROUP_DATE indicates the date the group was created.

 

The METHOD_YN, visible after the group is saved, indicates if the group allows analytes to be entered into the group multiple times to reflect varying analytical methods. The default value is Y indicating that the group does not allow multiple instances of a single analyte. Selecting N for METHOD_YN will allow users to include an analyte more than once and assign different methods for each analyte. This may be useful or required for certain reports (e.g. Total Metals and Dissolved Metals).

 

Group Members Field

Source

Details

REPORT_ORDER


This field can be used to specify the order in which the group members are reported.

CAS_RN

RT_ANALYTE


CHEMICAL_NAME

RT_ANALYTE


ANALYTIC_METHOD

RT_ANALYTIC method query
on DT_TEST

If METHOD_YN is set to N, users can enter analytes multiple times and specify multiple analytical methods. Whenever an analyte group specifies an analytical method, only results with that method will be reported.

FRACTION

RT_FRACTION query
on DT_TEST

This field can be used to set the group to return results for multiple fractions (e.g. Total Metals and Dissolved Metals).

MATRIX

RT_MATRIX query
on DT_SAMPLE

This field can be used to set the group to return results for multiple or specific matrices. Whenever a query is run using any analyte group with a specified matrix, only the results for that matrix will be returned.

EBATCH

RT_ANALYTE

Indicates the ebatch that the analyte was imported with.

DEFAULT_DETECT_LIMIT



DEFAULT_UNITS

RT_UNITS


DEFAULT_QUALIFIER

RT_QUALIFIER


REPORTING_DETECTION_LIMIT



REPORTING_UNITS

RT_UNIT

This field can be used to specify the default REPORTING_UNITS for the group member when no other reporting units are chosen.

STATUS_FLAG

RT_ANALYTE

 

 

Location Group Details

 

The only required field to populate in the Location Group Details section is the Code (GROUP_CODE). When adding a new Location Group, the GROUP_TYPE will default to SYS_LOC_CODE. Once saved, the GROUP_CODE entered by the user is the name that will appear any time the group is used. The GROUP_DATE, GROUP_OWNER, and GROUP_DESC fields are not required.

 

Group Members Field

Source

REPORT_ORDER


MEMBER_CODE

DT_LOCATION

STATUS_FLAG

DT_LOCATION

 

Material Group Details

 

The only required field to populate in the Material Group Details section is the Code (GROUP_CODE). When adding a new Material group, the GROUP_TYPE defaults to material. Once saved, the GROUP_CODE entered by the user is the name that will appear any time the material group is used.

 

Group Members Field

Source

Details

MEMBER_CODE

RT_MATERIAL.MATERIAL_NAME

Primary key

COLOR

RT_MATERIAL.RED_VAL

RT_MATERIAL.GREEN_VAL

RT_MATERIAL.BLUE_VAL

The color field in the group members grid for material groups displays a color, rather than a text value. The values from the RED_VAL, GREEN_VAL and BLUE_VAL fields in RT_MATERIAL are converted into a Windows RGB color which is used to color the cell. Double-clicking this cell opens the standard Windows color dialog that can be used to change the color of the material.

MATERIAL_DESCRIPTION

RT_MATERIAL.MATERIAL_DESC


PATTERN

RT_MATERIAL.PATTERN

The pattern field may be used to assign a text or numeric identifier to a material. However, for most third-party applications (i.e. LogPlot, RockWorks, gINT, etc.), the material name itself is the identifier, which means that populating the pattern field is unnecessary.

STATUS_FLAG

RT_MATERIAL.STATUS_FLAG


 

Note: In Group Maintenance, you are now able to search for a specific analyte by typing in the CHEMICAL_NAME field of the filter row.

 

Facility Group Details

 

The only required field to populate in the Facility Group Details section is the Code (GROUP_CODE). When adding a new Facility group, the GROUP_TYPE will default to facility. Once saved, the GROUP_CODE entered is the name that will appear any time the facility group is used.

 

As of EQuIS Version 6.5, the FACILITY_IDs for facility groups are automatically set to the negative of the RT_GROUP.EUID value.

 

Copy Groups

 

The Groups GUI may be used to copy any type of group. To copy a group, change the Code (GROUP_CODE) on the Group Details tab and click Save As on the toolbar.

 

15074-Copy_Group_button

 

Create Groups of Groups

 

To create a new group of groups in the Professional Groups UI, first create an empty parent group and Save. While this parent group is highlighted, select New and create the child group(s). Add members and Save.

 

To create a parent-child relationship for a pre-existing group, add a new row in RT_GROUP_MEMBER with the following:

 

GROUP_CODE = [Parent Group Code]

MEMBER_CODE = [Child Group Code]

FACILITY_ID = leave blank

MEMBER_TYPE = GROUP_CODE

STATUS_FLAG = A

 

Delete Group

 
Select the group from the left side under the Group type to delete it. Once the Group is highlighted, click the toolbar delete icon or right-click and select Delete from the menu.

 

EarthSoft.EQuIS.Forms.Groups