Groups shows the list of all entered groups and allow you add, edit and delete them.

Click here to view the Groups page.

The main part of the page is the list of groups. The list can be sorted by any column both ascending and descending by clicking on the desired sort Column's title. The list has other properties that can be altered: the columns can be hidden and displayed, the order of the columns can be changed, and the list of groups can be filtered by some criteria. (Click here to see the description of these properties.)

To hide/show columns: Click on the Properties button. In the Columns list select or unselect the columns you want to show or hide. Click on the OK button. To reorder the columns: Click on the Properties button. In the Columns list select the column you want to move up or down. Click on the Move up button to move the column up, or on the Move down button to move the column down. Repeat steps 2 and 3 to reorder the other columns as desired. Click on the OK button. To filter the list: Click on the Filter button. (The Filter Conditions panel will appear.) In the Filter Conditions panel enter or select the criteria by which you want to filter. Click on the Refresh button. Filtering the list will display only those entires that correspond to the entered or selected criteria. If no group corresponds to criteria, then no record will be displayed in the table. To view all the groups, or to start over, click on the Reset button. To hide the Filter Conditions panel, click again on the Filter button. Note: If you don't remember the whole Code or Name of the group, you can search for a single letter found anywhere in the Code or Name. You can simultaneously filter by more than one criteria.

   Adding New Group

To add a new group:

1. Click on the Add button. (A new page opens - Add Group.)
2. Enter the data into the corresponding text boxes (Code, Name).
3. Click on the OK button.

Note:

Code and Name are unique and mandatory values. Before entering these values, make sure that there is no other group with the same Code or Name.

   Editing Groups

   Deleting Groups

To delete a group you should do the following:

1. In the Groups table select the group you want to delete.
2. Click on the Delete button.

Note:

Groups, that include at least one employee can't be deleted.

   Making Groups Active/Inactive

To make a group active/inactive:

1. In the Groups table select the group you want to make active/inactive.
2. Click on the Edit button. (A new page opens - Edit Group.)
3. Select Active check box to make the group active, or deselect to make inactive.
4. Click on the OK button.

Note:

To see inactive groups, make sure that the status is set to Any in the Filter Conditions panel.

To generate a report on the organization's groups, click on the Report button. The generated report will include only the groups displayed in the filtered list.