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.
Workgroup membership in combination with Security Group roles impact the effective permissions that a user has in the system. See Security Groups for information on security role scope and workgroups
Searching Workgroups
To manage workgroups, navigate to Admin > Workgroups.
The Workgroups list page is displayed.
Adding or Editingwill be displayed with all workgroups. Filter the workgroup to narrow down the displayed list by one of the filter fields, Workgroup Name, Boundry Type, Supervisor Name, or Status.
Adding a Workgroup
On the Workgroups list page, either click the Add New Workgroup button or click one of the Open buttons to open an existing workgroup..
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Workgroup cannot be deleted after it has been created |
To add a new workgroup, a Workgroup Name, and Boundary Type are required, see Workgroup Fields for more details about each field.
Editing the List of Workgroup Members
From the Workgroups list page, click Open for the workgroup you want to update. The Edit Workgroup page opens. To
- To add a user, type and select their name at the bottom of the Workgroup Users list.
- To remove a user, find them in the Workgroup Users list and click the Remove button (x) that corresponds to their name.
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Workgroups may also be added or removed from individual users from the User Detail page. See User Management form more information. |
Copying a Workgroup
When creating a new workgroup that is similar to an existing workgroup, it can be convenient to make a copy of the existing workgroup and then make some changes rather than starting from scratch. This can be done as follows:
- On the Workgroups list page, click the Copy button for the existing workgroup. This opens the Copy Workgroup page and creates a new workgroup with the same Supervisor, Boundary Type, and Workgroup Users as the original workgroup; however, the name of this new workgroup is blank.
- Enter a name for the new workgroup.
- Make any desired changes to the other fields on the page (such as editing the list of workgroup users).
- Click Save to save the new workgroup.
Workgroup Status
Workgroup can be marked as active or inactive by changing the status accordingly.
Workgroup Fields
The following fields are available on the Edit Workgroup page:
| Field | Description |
|---|---|
| Workgroup Name | The name of the workgroup . Must which must be unique. |
| Supervisor | Indicates the supervisor of the workgroup. The supervisor name is available as a document template merge field and is also is available as a notification recipient for any notification that is sent to the item's assigned user or processor. |
| Boundary Type | Options are Statewide, By County, or By HUC.
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| Workgroup Users | The list of users assigned to the workgroup. |
| Status | Indicates whether the workgroup is active or inactive. A workgroup cannot be deleted after it is has been created—it must be inactivated instead. Inactivating a workgroup prevents the workgroup from being assigned to items in nVIRO. |
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