Creating a Group

You use this procedure to create a group and assign business objects such as equipment, models, instructions, locations, spare parts, templates, documents, and announcements to the groups.

Prerequisites

Your user ID has the roles GROUP_DELETE or GROUP_EDIT assigned.

Procedure

  1. Open the Groups app.
  2. From the type of group from the card view, choose New.
  3. In the Create Group dialog box, perform the following tasks:
    1. Enter the following details as described in the table:

      Field

      Description

      Short description(*)

      Enter a short description for the group.

      Long description

      Enter a long description for the group.

      Allowed Member Types(*)

      Lists the type of business objects that can be assigned to the group type.
  4. Choose Ok to create the group.
  5. You can view the header information like group type, external IDs, status, and so on.

    • External IDs:

      You can view the Object ID and also view the IDs used for the object in the external systems. You can also use Add button to add external IDs. The dialog box displays the Object ID in the top and list of External IDs maintained for that object. You can copy the object ID using the copy button .

  6. To assign a model, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step ModelsEnd of the navigation path section, choose Assign.
    2. From the Select Models dialog box, select the relevant model.
    3. Choose Assign.
  7. To assign a piece of equipment, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step EquipmentEnd of the navigation path section, choose Assign.
    2. From the Select Equipment dialog box, select the relevant equipment.
    3. Choose Assign.
  8. To assign a location, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step LocationsEnd of the navigation path section, choose Assign.
    2. From the Select Locations dialog box, select the relevant location.
    3. Choose Assign.
  9. To assign a spare part, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step Spare PartsEnd of the navigation path section, choose Assign.
    2. From the Select Spare Parts dialog box, select the relevant spare part.
    3. Choose Assign.
  10. To assign a template, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step TemplatesEnd of the navigation path section, choose Assign.
    2. From the Select Templates dialog box, select the relevant templates.
    3. Choose Assign.
  11. To assign an instruction, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step InstructionsEnd of the navigation path section, choose Assign.
    2. From the Select Instructions dialog box, select the relevant instructions.
    3. Choose Assign.
  12. To assign documents, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step DocumentsEnd of the navigation path section, choose Assign.
    2. From the Select Documents dialog box, select the relevant documents.
    3. Choose Assign.
  13. To assign announcements, follow these steps:
    1. In the Start of the navigation pathMembers Next navigation step AnnouncementsEnd of the navigation path section, choose Assign.
    2. From the Select Announcements dialog box, select the relevant announcements.
    3. Choose Assign.
  14. To assign failure modes to a group, follow these steps:
    1. In the Failure Modes section, choose Assign.
    2. From the Select Failure Modes dialog box, select the relevant failure modes.
    3. Choose Assign.
  15. To publish the group, choose Publish.

    To create a revision of a group or to work with the last published group, or last revision of group, see Creating Revisions and Switching Between Revisions and Published State.