Groups

Modified on Thu, 06 Oct 2022 at 06:56 AM

In EASE, the Groups section allows for the creation of pre-defined lists that can be used for multiple purposes such as: Failure Categories, Countermeasures, Multiple Choice or Multiple Select questions or fields. 


*Note: Groups are globally available to all sites within an organization. Modifying a group that is used other site(s) will impact those site(s).


To access Groups, navigate to Manage and select Groups from the menu at the top of the screen.


This menu displays all the existing groups in the Organization.


To add a new group, click on the sign near the top right of the screen




To edit the group's name, click on the pencil icon next to New Group.  


The trash bin on the far right of the screen can be used to delete this user defined group. 


To add categories into this group, use the + sign below the group name.  



When adding a new category, you must first create its name. This can be edited later. Once multiple categories have been created, you can rearrange their order within the group by dragging and dropping. 



Once a name has been created, items can be added into the category.


1. The trash bin can be used to delete the category. 


2. The + sign allows you to create a new item for this category.


3. The + sign inside the two boxes allows you to add an already existing item to this category. When clicked, a menu appears with all the items already existing within the system. 


4. The three lines allows takes you to the Item Library where you can edit or delete items.


*Note: If you need to reorder the placement of the item or category, just drag the row to the desired location.


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