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To create a new group,
Click on Resources tab -> Click Manage Groups under Resources pane on the left hand side of the page.
Click Add New Group link on the right hand side corner of the Manage Groups page. This opens Create Group page, it has three fields namely Group Name, Description & Group Type.
Specify the Group Name in the given text field. This is a mandatory field.
Specify relevant information about the newly created group in the Description field. Say if the group name is HI A/C 1 ton you can specify HI A/C 1 ton stands for Hitachi A/C 1 ton.
For easier access the users can be categorized under Static and Dynamic group. Specify any of the Group Type by enabling the radio button.
Static Group: You define the group by listing its members.
Dynamic Group: You define the group by listing its members. By default you have static group selected.
Click Save button to save the group. You can see the newly created group getting listed in the Create Group page.
Once the group is created you have to add resources to the group.
To add resources to the Static group,
Select the filter criteria from the filter showing combo box. Say for ex. You can select All resources in Use.
Specify the Search criteria in the given text field.
Click Go button to list all resources based on the filter criteria. You can see the list of all filtered resources.
Select the resources to be added to the group by enabling the check box.
Then click Add button to add resources to the group. You can see the selected resource added to the group, shown under Resources In group column.
To add resources to the Dynamic Group,
You define the filter criteria by selecting the Criteria and Conditions from the combo box.
Select the Criteria from the combo box say for e.g. Resource Criteria or Workstation Criteria.
Select Conditions from the combo box, which will be listed based on the selected criteria.
Select any one of the Match Criteria by selecting either of the radio buttons. Say (And) or (OR) criteria.
Click Choose button to choose the resource or workstation criteria listed based on the criteria you have selected. For example: If you have selected resource criteria as Product Type and conditions as is then on clicking choose button you will get the list of all product types say Air Conditioners, Appliances, Telecom and so on.
Select any of the listed Product Type and click Ok buttons to add to the group. You can see the group criteria getting listed.
Click Save and View group button to view the list of all resources based on the filter criteria.
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