To add a functional unit to a group

The procedure to add a functional unit to a group is as follows:

1. Navigate to Quick Menu > System > Configuration > Functional Unit Definition. The Functional Unit Definition window is displayed.
2. Select a functional unit group heading from the alphabetical list or type its name into the Search Functional Units field. By default the list is filtered to show Current functional units. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Add To Group 2. The Add/Edit Group Functional Unit window is displayed.
4. Enter a Functional unit description into the dynamic search field provided 3. All possible matches are returned in the Functional Unit Search Results summary table.
5. Double-click on the row matching the desired functional unit to be added to the group. The selected record appears in the Functional unit to add field; its Description and assigned Classifications are also revealed in the corresponding fields.
6. Choose an Effective from date for this assigned functional unit i.e. the date at which its membership of the group becomes active 4.
7. Choose an Effective to date to automatically deactivate the functional unit's group membership on a specific date in the future; a blank field means its membership will never expire.
8. Click on Save. The assigned record is displayed in the Functional Units summary table.

Note

1 The Search Functional Units field will match against any element of the functional unit name.

2 This option is available for Group functional unit types only.

3 The field will operate as a dynamic search function and match against any element of the functional unit name based on the successive characters entered.

4 The Effective from date defaults to the current system date and cannot be left blank.

See related topics...

Functional unit management overview

To create a new functional unit definition

To add a functional unit to a user account