11.2 Process to View User Group

This topic describe the information about View List of User Groups.

User can view the list of user groups created in the system and search for a particular user group.

To view the list of user groups:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click User Groups. Under User Groups, click View User Groups.
   The View User Groups screen is displayed.

   Figure 11-2 View User Groups

   
   

   
   Description of "Figure 11-2 View User Groups"

   
   

   For more information on fields, refer to the field description table.

   Table 11-2 ViewUser Groups - Field Description

   Field Name	Description
   Code	Displays the user group code.
   Description	Displays the description of the user group.
   Supervisory Group	Displays the supervisor group for the user group.
   Hierarchy Order	Displays the hierarchy order of the user group.
   Default Assignee	Displays if the user group is marked as default group.
   <Authorization Status>	Displays the authorization status of the user group. The possible options are: Unauthorized Authorized
   <Record Status>	Displays the status of the record. The possible options are: Open Closed

3. On the View User Groups screen, click
   
   
   
   icon.
   The View User Groups - Search screen is displayed.

   Figure 11-3 View User Groups - Search

   
   

   
   Description of "Figure 11-3 View User Groups - Search"

   
   
4. On the View User Groups - Search screen, specify the Search Filter to fetch the required Product Processor.

   For more information on fields, refer to the field description table.

   Table 11-3 Field Description: User Group - Search

   Field Name	Description
   Code	Indicates the user group code.
   Description	Indicates the description of the user group.
   Supervisory Group	Indicates the supervisor group of the user group.
   Default Assignee	Indicates whether the user group that user want to search is the default group.
   Vendor	Indicates whether the user group that user want to search is the agency group
   Authorization Status	Select the authorization status of the user group. The options are: Authorized: Select this option if user want to search for a user group with Authorized status. Unauthorized: Select this option if user want to search for a user group with Unauthorized status.
   Record Status	Select the status of the record. The options are: Open: Select this option if user want to search for a user group in Open status. Closed: Select this option if user want to search for a user group in Closed status.

5. Click Search to display the required User Groups.
6. On View User Groups screen, click icon to Unlock, Delete, Authorize or View the created product processor.
7. Click Unlock to modify the created User Groups.
   The Create User Groups- Modify screen is displayed.

   Figure 11-4 Create User Groups - Modify

   
   

   
   Description of "Figure 11-4 Create User Groups - Modify"

   
   

   For more information on fields, refer to the field description table.

   Table 11-4 Field Description: Create User Group

   Field Name	Description
   Basic Details	This section is used to provide the basic information of the user group.
   Code	Displays the unique identification code of the user group.
   Description	Displays the description of the user group.
   Hierarchy Order	Displays the order of the user group in the hierarchy of user groups.
   Supervisory Group	Displays the supervisor group for the user group.
   Default Assignee	Displays whether the user group that user want to create is the default group.
   Vendor	Displays whether the user group user want to create is for agency.
   User Details	This section is used to assign users to the user group.
   User ID	Displays the unique identification code of the user that user want to assign to the user group.
   User Name	Displays the user name of the selected user ID.
   Active	Displays whether the user is active for the user group.
   Vendor Details	This section is used to assign agencies to the user group.
   Vendor Code	Displays the unique identification code of the agency that you want to assign to the user group.
   Vendor Name	Displays the name of the selected agency.
   Active	Displays whether the agency is active for the user group.
   Task Priority	This section is used to define priority of the tasks.
   Priority	Displays the priority sequence number.
   Parameter	Displays the pre-defined list of parameters for prioritization.
   Sub-Priority	Displays the sub-priority to be selected for the parameter.

8. Click Save to update the modified fields.
9. Click View to view the created User Group code.
   The Create User Group - View screen is displayed.

   Figure 11-5 Create User Group - View

   
   

   
   Description of "Figure 11-5 Create User Group - View"

   
   

   For more information on fields, refer to the field description table.

   Table 11-5 Create User Group - View - Field Description

   Field Name	Description
   Basic Details	This section is used to provide the basic information of the user group.
   Code	Displays the unique identification code of the user group.
   Description	Displays the description of the user group.
   Hierarchy Order	Displays the order of the user group in the hierarchy of user groups.
   Supervisory Group	Displays the supervisor group for the user group.
   Default Assignee	Displays whether the user group that user want to create is the default group.
   Vendor	Displays whether the user group user want to create is for agency.
   User Details	This section is used to assign users to the user group.
   User ID	Displays the unique identification code of the user that user want to assign to the user group.
   User Name	Displays the user name of the selected user ID.
   Active	Displays whether the user is active for the user group.
   Active	Displays whether the agency is active for the user group.
   Task Priority	This section is used to define priority of the tasks.
   Priority	Displays the priority sequence number.
   Parameter	Displays the pre-defined list of parameters for prioritization.
   Sub-Priority	Displays the sub-priority to be selected for the parameter.