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Group Setup

The activity grouping feature allows you to associate related activities together so that all actions within a specific event (renewal, claim, audit, etc) can be retrieved and viewed easily. The grouping feature is optional and can be done when entering a new activity or when viewing existing activities. Grouping new activities is not available for activities that are silently logged by the system. You can group these activities when using the View Activity form.

Before implementing Activity Grouping in your agency, consider the following:

• Groups are setup in the context of the Center and Center Name you are in. For example.Bank - Pacific Federal Bank; Company - Progressive; Customer -  ABC Distributors.

• Group Types are used to filter or refine the list of Groups by Center, Center name.

• Groups can be inactivated. Once marked inactive, it will no longer appear in lists for any new grouping of activities.

• Inactive groups will continue to display in the 'View Activity' lists.

• Groups can be deleted. Deleting a group removes individual activity references to that group. The activity records themselves remain untouched.

Use Group Setup to create new Group Names for referencing your activities. This is a secured feature , therefore, only users who have authorization are allowed to setup new groups. See your System Administrator for authorization. .

    Accessing Group Setup

    Adding/Editing and Deleting Groups