Group

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Group

The Group document is an administration maintenance document used to designate a group of users who share a common business function and thus have common e-doc routing requirements. In a nutshell, groups allow you to associate persons, roles or other groups with each other in order to assign the same role to all group members. E-docs can be routed at any point in their approval process to either individuals or groups. Group approvals may require approval of all group members or any one member.

Groups are integrated with the KEW system to manage workflow and document routing. They also control who can initiate certain types of restricted KC actions. This functionality is used to uniquely define groups that contain members who are KC users. Since e-docs can be routed to both individuals and workgroups, existing groups can be selected by users to request action be taken on e-docs by their members. Routing rules facilitate how groups are to be used. The business rules that govern the routing of e-docs to groups are configurable by your institution.

Figure 1154Group Administration Maintenance Document Layout

Unique Sections

The Group document has the following two unique sections:

• Overview

• Assignees

Overview Section

The Overview section of the Group document displays the basic identifying information for the group.

Figure 1155 Group Administration Maintenance Document - Overview Section

Table 801 Group Administration Maintenance Document - Overview Section Field Descriptions

Field	Description
Group Id	Automatically assigned by the system to uniquely represent the group.
Group Namespace	Required. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.
Active	Select the Active (checked) option to indicate that the group is active and in use. Select the Inactive option to indicate the group is inactive and should be ignored by KC. Click within the checkbox to select the item. A check mark appears within the checkbox to indicate the item is selected. Click within the checkbox again to clear the mark and deselect the item.
Type Name	Default is automatically displayed upon initiation. Click the lookup icon to search for and return the value to populate the box automatically to change the default.
Group Name	Required. Click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.
Group Description	Briefly describe the purpose of the group. Click within the text box (or press the tab key from a previous field) to relocate the cursor to the field, and then type (or paste from virtual clipboard) to enter text in the box as necessary to provide the appropriate information.

Assignees Section

The Assignees section of the Group document is used for specification of members of the group.

Tip: The section header area will display rows per page and page navigation features when there are greater than twenty records like the following example:

Click a page number to navigate to rows 21 and beyond.

Figure 1156 Group Administration Maintenance Document - Assignees Section

Table 802 Group Administration Maintenance Document – Assignees Section Field Descriptions

Field	Description
Add	Reference: For more information on line adding functionality, see “Common Line Item Operations” in Common E-Doc Operations.
Type Code	Required. Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection. Members may be assigned as either Principal or Group.
Member Identifier	Required. Uniquely identifies the member in the group. This number corresponds to the Principal ID and will automatically populate the Name field. Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box.
Name	The user ID for the member you are adding. Click the lookup icon to search for and return the value to populate the box automatically, or if known, type the value in the box. Your selection causes the Members list subsection to automatically retrieve and display the full name associated with the user name in the FullName column.
Active From Dt	The date the member is to be assigned to the group. Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.
Active To Dt	The date the member will no longer be active within the group. Click the calendar icon to select, or type in mm/dd/yyyy format to populate the box with the desired date.
Actions	The Add Member subsection displays the add button to add your selection as a line item in the Members table subsection below it, while the Members subsection displays other possible action option command buttons such as delete. Reference: For more information on line item functionality, see “Common Line Item Operations” in Common E-Doc Operations.

Examples

Figure 1157KC Group Examples

Common Features

This administration maintenance document includes the following features that are common to most KC maintenance documents:

Table 803 Links to Common Maintenance Document Component Instructions

Common Maintenance E-Doc Component	Cross-Reference Links To Usage Instructions
Document Header	For more information, see “Header Area” on page 99 in E-Doc Fundamentals.
Document Overview Section	For more information, see “Document Overview” on page 103 in Common E-Doc Tabbed Sections.
Ad Hoc Recipients Section	For more information, see “Ad Hoc Recipients” on page 106 in Common E-Doc Tabbed Sections.
Route Log Section	For more information, see “Route Log” on page 107 in Common E-Doc Tabbed Sections.
Action Buttons	For more information, see “Action Buttons” on page 81 in Selection, Entry and Action Tools.

Process

For information about searching for, initiating, editing, copying, submitting, saving, closing, canceling, and/or routing a maintenance document, see “Common Maintenance E-Doc Operations” on page 129 in the Overview section.

Business Rules and Routing Process

• Anyone can initiate a Group document.

• For the ‘Default’ (or blank) type workgroup, the document does Workflow Document Routing.

• Blanket approval is permitted only by a user that belongs to the WorkflowAdmin workgroup.