icon
to switch to Local view (if applicable).
Groups are maintained under the System Wide section under Setup. The Group table stores predefined groups of Roles and possibly Actors used to perform various Approvals required in the SmartSolve© solutions. By defining Groups, you standardize who must sign-off on Approvals and Reviews. This saves end-users (record Owners) time. They do not have to list the same group of Approvers for the same types of Approvals.
Groups could be assigned in any of the following SmartSolve© records:
SmartSolve© Solution |
Client Function |
SmartAuditTM |
Criteria Record Groups can be attached to any type of Release or Validity Reviews performed within the Audit Criteria record. Audit Record Groups can be attached to the Finding Review, Response (Action Plan) Approval, and the Implementation Approval.
|
SmartCAPATM |
Issue Record Issue Task Approvals Groups can be attached to any type of approval on a Correction, Product Correction, Investigation, or Implementation Task. Issue Reviews Groups can be attached to any type of Issue Review (i.e., Final Issue Review).
|
SmartComplaintsTM |
Issue Record Issue Task Approvals Groups can be attached to any type of approval on a Correction, Product Correction, Investigation, or Implementation Task. Issue Reviews Groups can be attached to any type of Issue Review (i.e., Final Issue Review).
|
The following rights must be assigned to a user to manage or view Groups:
Rights |
Description |
GRP_MANAGE |
Allows administrator to add new object, modify existing object, or delete object.
|
GRP_VIEW |
Allows user to access object to view and select.
|
See Rights Group to assign Rights Groups to users.
· Global Groups will be inherited by all Local Organizations.
· Local Groups will only be viewed and used within that Local Organization.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Group.
The Group list displays.
2. Select Action > Add from the main menu.
3. Enter Code and Name of the Group.
See Review Escalation.
See Rules.
4. Click the Save button.
The Group Detail is now displayed.
1. From the Group, select the Role tab then click Action > Add.
2. Enter the Approver Level.
3. Zoom and select an Approver Role (only Actors with this Role can later be entered).
4. Zoom and select a Preferred Actor (if applicable).
5. Select the appropriate Substitute Option.
6. If you select None this means that only this assigned Actor can sign-off.
7. Select if this approver is Required.
If you select Yes this means that this Approver cannot later be deleted from the Approval Routing sheet for the record (not even by a supervisor).
8. Click the Save button.
The new Approver has now been added to the Group list.
See Criteria Review Type to see how to attach Groups to Criteria records SmartAuditTM
See Task Types to see how to attach Groups to Tasks in SmartCAPATM and SmartComplaintsTM
See Issue Review Type to see how to attach Groups to Reviews in SmartCAPATM and SmartComplaintsTM
Groups can be Edited and Deleted. These options are available in the Group object and can be managed by an administrator.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Group.
The Group list displays.
2. Select
the icon
to switch to Local view (if applicable).
3. Select the check box of the Group to edit, then select Action > Edit from the main menu.
4. Edit any information for your Group.
5. Click the Save button.
All changes are now reflected in the Group.
Group can only be deleted from SmartSolve© if the Group is not currently attached to any SmartSolve© records.
1. From the Portal Page, click Smart Solutions tab > Admin and Report > Setup. Under System Wide, select Group.
The Group list displays.
2. Select
the icon
to switch to Local view (if applicable).
3. Select the check box of the Group to delete, then select Action > Delete from the main menu.
4. Click the Save button.
The Group has now been removed from the system.
