Group Maintenance Overview

Group Maintenance allows you to save a selection of a group of analytes, locations, materials, facilities or subfacilities for reporting and graphing. For example, instead of selecting individual samples every time a report is created, group maintenance allows the creation of reports using saved groups of analytes, locations or materials.

Selecting and saving groups for reporting and graphing functions ensures that the same samples are reported each time a report is run, preventing omission of any member of the group.

Open Groups Form

To begin using the Groups Form, complete either of the steps below.

•Click Groups (located in the Edit group on the Home tab).

•Add or edit Groups and group members by accessing the associated reference tables.

15228-Ribbon_Groups

1.Select a group type.

2.Create a new group.

3.Add group members.

Notes:

•If creating a new facility group, the name of the facility group cannot be the same as one of its members.

•Groups of the type RT_GROUP.GROUP_TYPE = "*" will not be displayed in the Groups Maintenance Form in EQuIS Professional. See Group Types for additional information.

Accessibility Features

Several accessibility features are available in the Groups Form, as explained below.

•The Groups Form shows only groups with RT_GROUP.STATUS_FLAG = "A".

•The Show Groups for All Facilities check box is unchecked by default the first time the Groups Form is opened.

•When a location group is added via the Groups Form, the FACILITY_ID for the group (RT_GROUP.FACILITY.ID) is set to the current facility by default.

•The Groups Form supports the column chooser to show/hide columns in the Group Member and Available Member grids.

•Within the Groups Form, Group Members fields have blank selections to clear data to supplement the use of the Delete and Backspace keys.

Groups Form Functions

Several functions are included in the Groups Form that assist in creating groups, including Sorting, Filtering, and Pinning.

Choosing	The column chooser is available to show/hide columns in Group Member and Available Member grids.
Sorting	Any column in the Group Members tab can be sorted in ascending or descending order by clicking the column header. Then the column sort indicator shows the direction of the sort (e.g. indicates Sort Ascending). The members may be re-ordered by using the up and down arrows to arrange the correct order before selecting Save. REPORT_ORDER allows you to determine the order of group members as they appear in reports.
Filtering	Any column in the Group Members tab can be filtered by clicking Filter on the toolbar.
Pinning	Any column in the Group Members tab can be pinned to allow viewing the columns in the Available Members or Group Members grids. Click Pin on the toolbar. Any column may now be pinned by clicking on the smaller Pin buttons that appear in the column headers.

Note: In past versions of EQuIS, the Groups Form was not saving reordered members. Instead, the following error message displayed:

"Failed to commit changes since one or more of the record(s) could not be saved."

The Groups Form will now successfully save reordered members with the latest EQuIS version.