Reference Materials/LIMS-plus IMUA/LIMS-plus IMUA Knowledge base

How do I create a Group?

Melissa Seccariccia
posted this on August 05, 2011 12:06

Groups are collections of staff members that can be used in the place of a specific staff member, for example, in the assignment of requests and reviews, for alerts and autotext entries, for permissions and storage location access, etc. A group can have any number of members. Security Roles can be assigned to groups, so that all members of the group may share the same permissions, but this is not required.

From the Main Menu

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To start the creation of a group, select Staff then Group from the Admin Menu.

From the Groups Grid

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Select Add Group (1)

Adding the Group

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  1. Enter a Name for the group.
  2. The status defaults to Active. To inactivate a group so that is is no longer available for selection, set the status to Inactive.

To add members to the group, either:

3. Select the Staff Member radio button and check the boxes next to the Staff Members who should be included.
4. Select the Disciplines radio button and check the boxes next to the Disciplines that should be included.

Click Save.

To Assign Security Roles to a Group, from the Main Menu

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Select Staff, then Role Management from the Admin Menu.

Role Management

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To add Role Based Security to the Group, either Add a User Role (1) or Edit an existing Role (2).

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Check the box next to the newly created Group to add the Role based permissions.

Assigning a Request to a Group

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Requests may be assigned to a Group.

Assigning a Review to a Group

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Administrative, Technical or other Reviews may be assigned to a Group.

Alerting the Group

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Important information may be disseminated to the Group through the use of Alerts.