Viewing a Person's Groups

A group is a predefined group of roles and possibly actors used to perform various approvals and reviews. By defining groups, a company standardizes who must sign-off on approvals and reviews which avoids adding all of the approvers to every record. This is a read-only folder that helps the administrator to quickly see how many approval or review groups a person has been assigned to.

  1. From the Person record, click the Groups link.
    Result: All of the currently assigned groups are displayed.

See Also

Adding a Person Role

Deleting a Person Role

Activating a Person Role

Deactivating a Person Role

Adding a Rights Group to a Person Record

Editing a Person's Address

Adding Requirements to a Person Record

Deleting a Requirement from a Person Record

Activating a Requirement in the Person Record

Deactivating a Requirement in the Person Record

Adding Person Certification Information

Manually Certifying Person Requirements

Revoking Person Requirements

Changing the Person Certification Plan

Viewing a Person's History

Adding Training History to a Person Record

Reviewing a Person

Adding Attachments to a Person Record

Person End User Steps

     

 

 
Friday, March 20, 2020
12:26 PM