Group Maintenance Overview

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

Group Maintenance Overview

Selecting and saving groups for reporting and graphing functions ensures that the same samples are reported each time a report is run, preventing omission of any member of the group.

 

Open Group Maintenance Window

 

Click Groups Group-Cluster(16) (located in the Edit group on the Home tab).

Add or edit Groups and group members by accessing the associated reference tables.

 

Accessibility Features

 

Several accessibility Features are available in the Group Maintenance Window as explained below.

 

The Group Maintenance Window shows only groups with STATUS_FLAG = "A" in RT_GROUP.

The Show Groups for All Facilities check box is unchecked by default and has replaced the Filter by Current Facility check box. The settings for the Show Groups for All Facilities check box will persist when you reopen the Groups window.

When a location group is added via the Groups Maintenance Window, the FACILITY_ID for the group (RT_GROUP.FACILITY.ID) is set to the current facility by default.

The Groups Maintenance window supports the column chooser to show/hide columns in the Group Member and Available Member grids.

Within Group Maintenance, Group Members fields have blank selections to clear data to supplement the use of the Delete and Backspace keys.

 

Group Maintenance Window Functions

 

Several functions are included in the Group Maintenance Window that assist in creating groups including Sorting, Filtering, and Pinning.

 

Sorting

Any column in the Group Maintenance Window can be sorted in ascending or descending order by clicking the column header. The column sort indicator will then show the direction of the sort - e.g. Column Sort Indicator indicates Sort Ascending. The basis for ordering the Group Members in the Groups Maintenance Window has been updated to allow you to change and keep an order of your preference. The members may be re-ordered by using the up and down arrows to arrange the correct order before selecting Save.

 

DISPLAY_ORDER: allows you to determine the order of group members as they appear on screen.

REPORT_ORDER: allows you to determine the order of group members as they appear in reports.

Filtering

Any column in the Group Maintenance Window can be filtered by clicking on the Filter button Filter-Standard(1) on the toolbar. Any column may now be filtered by clicking on the smaller Filter buttons that appear in the column headers.

Pinning

Any column in the Group Maintenance Window can be pinned to allow viewing the columns in the Available Members or Group Members grids. Click the Pin button Pin on the toolbar. Any column may now be pinned by clicking on the smaller Pin buttons that appear in the column headers.

 

Note: In past versions of EQuIS, the Groups window was not saving reordered members. Instead, the following error message displayed:

 

"Failed to commit changes since one or more of the record(s) could not be saved."

 

The Groups window will now successfully save reordered members with the latest EQuIS version.

 

Delete Group

 

All group members must be removed before deleting a group. Do the following to remove group members.

 

1.Expand the group node.

2.Select the group member, right-click and select Delete.

3.The member will move back to the list of Available Members.

 

Once all group members have been removed from the group, the group may be selected and deleted.