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Update User Workflow Groups

This screen allows you to see all the work groups of which a user is a member and to add or remove the user from work groups.  This screen is found in Workflow > Workflow Administration > Update User Workflow Groups.

The following details can be updated on current groups:

  1. Role
  2. Cherry Pick

Field Name

Description

Validation

Default

User

Enter or select a valid user.  Use the zoom to find the User

Mandatory

Blank

Work Group

A free text name for this work group or team. This can be up to a maximum of 20 characters in length.

Mandatory

Blank

Branch

Enter or select a branch from the zoom list.

Display Only

Blank

Dept

Enter or select a department from the zoom list.

When not entered, all departments within the branch will be included in the user workflow search.

Display Only

Blank

Mode Type

Select Sea Freight or Air Freight from the drop down list.

Display Only

Blank

Active

You can set a group up as inactive until you are ready to enable it.

Display Only

Blank

Customer Group

Enter a customer group. This will limit the workflow for this workflow group to customers with the same Customer Group in the Customer Master File Configuration tab.

Display Only

Blank

View Level

Select “All” or “General Group”.

This field is only required where the Customer Group is blank.

All – If you are a user in this team then you will see all jobs that match the other criteria for this group including customers that are classified into a particular customer group.

General Group – – If you are a user in this team then you will see all jobs that match the other criteria for this group excluding customers that are classified into a particular customer group.

Display Only

Blank

Role

Enter or select a valid user role

Mandatory

Blank

Cherry Pick

When this is set to YES, the user can elect to work on any job in their workflow.

When this is set to NO, the user must work on the jobs in their workflow in ETA order.

Mandatory

Blank

Updated: March 29, 2016 — 11:36 pm
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