Specifications

Chapter 7 Grouping Units
Three personal unit groups have been created. The ProjectA and ProjectB unit groups do not have subgroups. The
ProjectC unit group has one or more subgroups.
To display a list of unit groups in the Unit Groups window:
1. Click the Units tab.
2. Click Groups in the top navigation bar. The Unit Groups window will open. If a unit group has subgroups (children), an
arrow will be displayed next to its name.
• To display a list of groups in the global root group, click Global Root. The first global unit group listed will
automatically be selected. Click on the arrow next to a group to expand it and display subgroup names.
• To display a list of groups in the personal root group, click Personal Root. The first personal unit group listed will
automatically be selected. Click on the arrow next to a group to expand it and display subgroup names.
You may customize the number of items per page that appear in this window.
To display a list of unit groups in a Units View window:
NOTE: When you create a unit group, you may indicate whether it (and any of its child unit groups) will be displayed in the side navigation bar.
1. Click the Units tab.
2. Click Groups in the side navigation bar. The Groups - Global Root window will open.
• If a unit group has subgroups (children), an arrow will be displayed next to its name.
When a selected group has subgroups, the window will display either the immediate children of the unit
group or all descendents of the unit group, depending on the Show group descendants setting.
• If a unit group does not have subgroups, a document icon will be displayed next to its name in the side navigation
bar.
When you click on a unit group in the side navigation bar that has a document icon (that is, it has no subgroups), a window
will open, listing the units in the group. This window can include the same fields as other Units View windows. See Units
View Windows Fields on page 28.
When you customize this window, you may also enable/disable the display of descendants. When enabled and a unit
group is selected in a side navigation bar, the window will display all descendants of the group. When disabled, only the
immediate children of the selected group will be displayed.
To display information about a unit group:
1. Click the Units tab.
2. Click Groups in the top navigation bar.
3. Click the group container or the parent group of the unit group you want to display information about.
4. Click on the unit group name.
5. The side navigation bar will contain information links about the selected unit group.
• Click Name in the side navigation bar to display the unit group name.
• Click Members in the side navigation bar to display the unit group members.
• Click Groups to display a list of groups that are members of the unit group.
• Click Units to display a list of units that are members of the unit group.
• Click Access Rights in the side navigation bar to display the unit group access rights.
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