Group Types

A guide to the settings available under Group Types.

Create Groups Types and assign Groups to them to automatically set up Inspection schedules and conduct Inspections across member groups.

Data Manager > Group Types

Create a New Group Type

Field

Description

Examples

Requirement

Name

Input a unique Group Type name

SS Research

Required

Allowed Member Types

Add all inspectable elements under Group Type

User, Room, Asset

Required

Other Group Types

Other Group Types can also be added as inspectable elements

SS Biosafety, SS Microbiology

Optional

Status

It is defaulted to "Active," which can be updated to "Inactive" when the group type is no longer required.

Active

Required

Assign an Inspection to a Group Type

An Inspection schedule cycle can be pre-defined using the "Inspection Template Schedule" for all the members of a "Group Type."

Pick the Inspection Template > Either choose monthly first or last or input the cycle days > Assign it to the Inspector responsible.

In addition, Inspectors can also conduct Inspections on a Group, Room, Asset, or User using the "New Inspection" OR "Continue Inspection" options.

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