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Overview

Essentially, a Group can be defined as a collection of departments, divisions, office locations, team :

1. Departments
2. Divisions
3. Office locations
4. Team names, etc.

New deployments come pre-configured with sample Group records for Permitting and Design Review purposes , which can be edited as desired.Groups are no different than other list types. They are managed via a dedicated page to allow clients to implement  a different set of edit permissions than those configured for the List Management page, if desired.

Usage

Groups , for either Permitting or Design Review projects, are used in the following manner:

1. Users who conduct plan review must be associated to one (or many) Groups , for either or both Permitting and/or Design Review purposes.
   • See Steps to creating a new user account.
2. Each plan review Assignment is associated to a Group.
   • The Assignment assignment Status can only be changed by users who are members of the group.
3. Each Group record will include a 4 character abbreviation and a color code (used for drawing markups.)
4. Toggle off Apply Color Restrictions to allow users to override the assigned group colors and choose any color for their markups.

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Adding Group records

1. Select the + button to open the Group detail form.
2. Enter a descriptive Label.
3. Enter a four (4) character Abbreviation. (Alpha and numeric characters only.)
4. Choose an Item Color.
   1. The Group’s color determines the sketch colors used for plan review.
   2. We do not recommend using gray or black tones for group colors.
5. Ensure the ‘is Default’ toggle is off. Group lists will not utilize the default setting.
6. Set to the sort order to zero.
7. Click the Save button (required).

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