Groups

Select the checkbox to view only active groups. Set the active/inactive status in the Group Details section of the Groups details page. See "Adding and Editing Groups" below.

To modify the number of items on the page, adjust the value of the field. The system defaults to 10 per page and displays the total number of items based on your search.

Enter the name of the group in the field. This is how the group will appear in the system. This field is required.

Select the checkbox to enable users to search for and select the group with an active status. If the Active checkbox is not selected, the group will appear as inactive in the system. The system clears it from the Groups list page when the user selects the Show active only checkbox. See "Viewing the Groups List" above.

Select inside the search field to search for a testing location, or select the magnifying glass icon to manually search. This is a search-as-you-type field.

Select the testing location to add the testing location on the table. The table will display the name and active status of the testing location, as well as the ability to select the testing location via the Select checkbox in the Select column. Remove the testing location from the table by clearing the Select checkbox.

Select inside the search field to search for a manager, or select the magnifying glass icon to manually search. This is a search-as-you-type field. Note that the manager's last name must be entered into the field; the field will not function by first name.

Select a manager's name to add the manager on the table. The table will display the name and active status of the manager, as well as the ability to select the manager via the Select checkbox in the Select column. Remove the manager from the table by clearing the Select checkbox.

Select inside the Add Operator search field to search for an operator, or select the magnifying glass icon to manually search. Select X to remove the operator from the field. This is a search-as-you-type field. Note that the operator's last name must be entered into the field; the field will not function by first name.

Select a operator's name to add the operator on the table. The table will display the name and active status of the operator, as well as the ability to remove the operator via X in the Remove column. Remove the operator from the table by selecting X.

Select to add an alert or comment to the group or to view the alerts and comments that you have added to the group. If you have added an alert or comment, the Alerts & Comments button with appear in green, italicized text. 

Add: Select to display the Alerts & Comments pop-up and enter text into the field.

• ... : Select the ... button to access the Quick Comments pop-up to enter a quick comment. You can add multiple comments separated by a comma, semi-colon, colon, space, or vertical bar via the Separate Comments with drop-down. Select the checkbox that you prefer and then select Save to add the comment or Close Window to return to the Alerts & Comments pop-up without adding a quick comment.
• Save: Select to add the comment to the group.
• Cancel: Select to return to the Alerts & Comments pop-up without adding text.
• Once you have added an alert or comment, it will appear on the Alerts & Comments page. The page will display an Alert checkbox, Note, Entered By, Entered Date, Modified By, Modified Date, Delete button, and Sort Order buttons. Select Delete to remove the alert or comment, or select the Sort Order arrows to move the alert or comment up or down if there are multiple entries. 

OK: Select to save the comment and return to the Groups details page.

Cancel: Select to return to the Groups page without adding an alert or comment.

Select to display the Change Log pop-up to show all of the changes that have been made for that record.

• Certification Settings: Select to display the Certification Change Log Settings pop-up to view settings. Select Close to close the pop-up.
• Changes Made by: Select an option from the drop-down list to filter the table based on who made the changes. Select either All, Host, User, Patient, Orchard Superuser, or System from the drop-down list.
• Event: Select an option from the drop-down list to filter the table based on the type of event. Select either All, Create, Update, or Delete from the drop-down list.
• Start and End: Enter date/time values in the Start and End fields to specify the date/time range for the filter. Select Now to enter the current date/time, or select Clear to clear the fields.
• Type (Table Name) Search Text: Enter text in to the field to search for a specific instance.
• Print Selected: Select to print the selected Change Log records.
• Export Selected: Select to export the selected Change Log records.
• Delimiter: Select either Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar to specify a delimiter.
• Reset Filter: Select to reset the filter and begin filtering with new criteria.
• Refresh: Select to update the table with new filter criteria.
• Select: Select the checkbox to chose specific Change Log records to print, export, etc.
• OK: Select to close the Change Log pop-up.