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Group  

A Group is a collection of one or more users that can be assigned as participants in a Group Chain of a Workflow process such as Requisition Workflows.

Create Group  

  1. Click Create to set up a Group. 
  2. Select Type and Click Continue.  
  3. Enter Group Name, Description, select Function (And/Or) and select Users for the Group.  
    • Function of 'AND' will have all users in Group participate in Workflow approval process.
    • Function of 'OR' will have one OR the other user in Group participate in Workflow approval process. 
  4. Click Save to save Group.

Example shows a Workflow Group for High School allowing the Principal OR Asst Principal to approve. 

Search/View Group 

You can view the Groups grid for details on the Group Name, Description, Group Type, Function and the Number of Users.  You can also sort by clicking the Grid Header.  To view the details and Selected users for the Group, click the view icon .

Edit Group 

Click on  in the grid to Edit the Group.   

Delete Group  

Click on  in the grid to Delete the desired Group.  This will only allow Groups to be deleted that are not tied to any transactions.     

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