Maintenance Manual

Personnel
Group Administration
107
Managing Groups
TASK
• To add a group, click New, type the group’s name in the field, and then
click OK. Add teams and managers to the group by clicking Add
underneath each section, selecting the desired names from the list,
and then clicking OK. When the new group is complete, click Save.
A
DDITIONAL INFORMATION: The group’s name must conform to the following rules.
– The group’s name must be unique.
– A group’s name cannot be longer than 32 characters.
• To add teams to a group, select the group from the Group drop-down
list, click Add under the Assigned Teams section. Select the team or
teams you want to assign to the group from the list of available teams,
and then click OK. When the group is complete, click Save.
A
DDITIONAL INFORMATION: Use Shift + Click to select adjacent teams and Ctrl + Click
to select non-adjacent teams.
NOTE: A team can belong to only one group. If you assign a team to a
group and it already belongs to another group, Quality Management will
ask you to confirm moving the team from one group to another group.
• To remove teams from a group, select the group from the Group
drop-down list, select the teams you want to remove from the group,
and then click Remove. When the group is complete, click Save.
• To add managers to a group, select the group from the Group
drop-down list, click Add under the Assigned Managers section. Select
the manager or managers you want to assign to the group from the list
of available managers, and then click OK. When the group is complete,
click Save.
• To remove managers from a group, select the group from the Group
drop-down list, select the managers you want to remove from the
group, and then click Remove. When the group is complete, click Save.
• To rename a group, select the group you wish to rename from the
Group drop-down list, click Rename, type the new name in the field,
and then click OK.
• To delete a group, select the group you wish to delete from the Group
drop-down list, click Delete, and then click Yes.
A
DDITIONAL INFORMATION: Remove teams assigned to the group, from the quality
management workflow before you delete the group.
NOTE: You cannot delete a group if any teams in that group are assigned
to a quality management workflow. You can delete a group if the teams
in that group are assigned to an archive workflow.