Data Groups are used as placeholders for shift records, which you create in the Shift Definition form. Grouping shifts is useful in situations like acquisitions where for example, companies may have several shifts with the same name. By placing shifts into different data groups, you can keep the original names. Note that you cannot have duplicate shift names within the same data group.
See Also:
Data Group Name
The name of the Data Group.
Sender Name
Identifies the system where this record was created (the actual ERP node).
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Configuration > Policies > Shift Definition.
Click Add.
Click the quick link button
next to the Data
Group Name field and select Add
from the pop-up menu.
On the Data Group form, enter a Data Group Name.
If you want to add more than one Data Group Name, click Save and Add to save your settings and keep the Data Group window open. Or click Save to save your Data Group Name and return to the main form.
Click Main Menu > Configuration > Policies > Shift Definition.
Click Add.
Click the quick link button
next to the Data
Group Name field and select Maintain
from the pop-up menu.
On the Data Group form, select the Data Group you want to duplicate and click Copy.
Change the Data Group Name.
If you want to add more than one Data Group Name, click Save and Add to save your settings and keep the Data Group window open. Or click Save to save your Data Group Name and return to the main form.
Click Main Menu > Configuration > Policies > Shift Definition.
Click Add.
Click the quick link button
next to the Data
Group Name field and select Maintain
from the pop-up menu.
On the Data Group form, select the Data Group you want to remove and click Delete.
Click OK to confirm the action.
Click Cancel to close the Data Group form.