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Edit Workgroup#

🔒 Workgroup.Edit

Overview#

This operation is used to edit a Workgroup.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

  • The Workgroup exists and it's Active in the system.
  • The Workgroup must have the property Is Main set to true.

Sequence of Steps#

The Edit Workgroup wizard can be called from the Workgroup page within the Business Data Group.

Step 1: General Data#

All non-system properties can be changed in this wizard. However, the Name of the Workgroup cannot be altered.

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

Step 2: 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.

    When adding Workgroup Areas, specify if you want:

    • Include Resources - if enabled, the system will include all the Resources associated with the selected Area. By default, this property is set to false.
    • Include Steps - if enabled, the system will include all the Steps associated with the selected Area. By default, this property is set to false.

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

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

    Info

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

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

    Info

    When editing 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 Save to complete the operation.