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This article provides information regarding managing Group lists records. Select Settings/Configuration/Groups from the navigation menu.

Prerequisites:

    None


In this article:



Overview

Essentially, a Group can be defined as a collection of departments, divisions, office locations, 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 purposes.
  2. Each plan review Assignment is associated to a Group.
    • The Assignment Status can only be changed by users who are members of the group.


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).


Inactivating or deleting Group records

  • Toggle off the List Item is Active option to prevent it from being used in the future.
  • Group records that are inactivated will not appear in the dropdown controls.
  • When a Group record is inactivated, any assignments that rely on the group record will show the list abbreviation will remain active so the plan reviews can be completed.
  • New assignments may not be created for inactive or deleted group records.
  • Inactivated group records can be restored at anytime by toggling the 'Is Active' setting to On.
  • Deleting a Group record will have the same result as inactivated records, however should it be necessary, deleted records cannot be restored without assistance from e-PlanSoft.


Best Practices

Be sure to update dependent Assignment Workflow Distributions after adding or inactivating Group records. See Workflow Distributions























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