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Create Workgroup#

🔒 Workgroup.Create

Overview#

This operation is used to create a new Workgroup of scope Workspaces from the Workgroup entity located in the Business Data menu.

Preconditions#

  • The Workgroup name must be provided and must be unique.
  • The Workgroup must have the property Is Main set to true.
  • The scope of the Workgroup must be Workspaces.
  • The Owner Role of the Workgroup must be null.
  • The Workgroup must contain at least one of the following items:
    • A Workgroup Resource
    • A Workgroup Step
    • A Workgroup Area
  • For all Workgroup Resources: the Resources are Active, non-template and Top-Most; additionally, the Processing Type must be set to Resource or Line.
  • For all Workgroup Steps: the Steps are Active, non-template and there is an Area that links the Step to the specified Facility.
  • For all Workgroup Areas, at least one of the following properties must be true: Include Steps or Include Resources.
  • If a Material Sort Rule Set is specified, it must reference an Active, non-template Sort Rule Set of Scope Material.
  • If a Resource Sort Rule Set is specified, it must reference an Active, non-template Sort Rule Set of Scope Resource.

Sequence of Steps#

General Data#

  1. Select the New button from the top ribbon of Workgroup entity.
  2. Provide a unique name for the new Workgroup.
  3. Optionally, enter a description.
  4. Optionally, specify a Resource Sort Rule Set matching the preconditions.
  5. Optionally, specify a Material Sort Rule Set matching the preconditions.
  6. Select Next to continue.

Screenshot showing the Create Workgroup wizard in the General Data tab.

Workgroup Elements#

  1. Add or remove the Workgroup Items (Resources, Steps, or Areas) as desired using the and icons respectively. You may also edit each entry by removing the selected object and adding a new one.

    Screenshot showing the Create Workgroup wizard in the Workgroup Elements tab for Resources.

    Screenshot showing the Create Workgroup wizard in the Workgroup Elements tab for Steps.

    When adding Workgroup Steps, specify the Facility it is associated with.

    Screenshot showing the Create Workgroup wizard in the Workgroup Elements tab for Areas.

    When adding Workgroup Areas, specify if you want:

    • Include Resources - if enabled, the system will include all the Resources associated with the selected Area.

    • Include Steps - if enabled, the system will include all the Steps associated with the selected Area.

    By default, both properties are set to false.

  2. Select the Create button to complete the operation.