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Overview
Workgroups are sets of users who work together and perform common business functions. Many of the detail pages in nVIRO allow the assignment of an item (such as a Submission) to a workgroup and a user.
Workgroups are defined and managed from the via the Administration menu. See Workgroup Administration for details on adding and editing workgroups.
Workgroup membership in combination with Security Group roles have implications on the effective permission that a user has in the system. See Security Groups for information on security role scope and workgroups
Specifying a workgroup and user on a record
Workgroups and users are assigned in one of two methods:
- via the submission inbox or
- via editing a specific record (e.g., permit, evaluation, compliance action)
These methods are described below:
Assigning a workgroup via the submission inbox
See Using the Inbox to Search for and Assign Submissions for details on
Assigning a workgroup and user to a specific record
Assignment of a workgroup and user to a specific record is requires a user to first select a workgroup, then the user. This is implemented in the same manner throughout nVIRO using the fields shown below.
Once a workgroup has been selected, the user field (e.g., processor in the above example) is populated with the list of users that are members of the workgroup, enabling a specific user to be assigned.
Viewing your own workgroup membership
To view the workgroups that you are a member of
- Hover over your name in the toolbar
- The text will change to Profile & Settings
- Click Profile and Settings
- Your user profile will be displayed
- Click the Groups tab at the top of the screen
- The list of workgroups that you are a member of will be displayed
Viewing a user's workgroup membership
directions
< Insert field screen shot >