Groups are an important organization method within e-PlanREVIEW® (EPR). Groups are used to organize people and when creating plan review assignment tasks. Users must belong to one or more groups within a purpose to access the plan review page, although they only represent one group at a time while marking up plans. A “Group” within EPR usually represents an agency department, sub-department, division, office location (if multiple locations exist), or any other metric chosen by the agency. Because of these uses, it’s important to create/update group information before creating users and/or preparing assignment workflows.
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Deleted groups are not removed from existing Assignment Workflow Distributions. Update any active distributions to remove any groups that have been deleted records. See Assignment Distributions |
Inactivate Groups that Cannot Be Deleted
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Inactive groups:
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Apply Group Color Restrictions
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Groups can be further managed by controlling which plan review assignments statuses they can select when conducting plan review. While a newly created group can access any active assignment status by default, this can be restricted if the Agency desires. Refer to Group Status Config for more information.
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