Document Group Maintenance

One important purpose of document groups is to provide a method of organizing DataTrak documents. All documents are assigned to a document group.  The Document Group Maintenance Program lets the DataTrak administrator create new document groups or edit existing document groups. Additionally, custom document groups can be created when you define a primary desktop.

Note: DataTrak installs with a pre-defined set of document groups and documents.

Add a Document Group

Use the following steps to create a new document group:

1. Login to DataTrak as "admin".

2. Click the Maintenance button on the DataTrak menu. The system will display the maintenance screen.

3. Click the Document Group Maintenance folder in the Maintenance Library tree (located in the left browser pane.)

4. The right browser pane displays the Document Group Maintenance Form.
   
   
   
   Enter the following information in the form.
   
   Document Name:  Enter the name of the Document Group you want to create.
   Document Type:  Select the Document Group from the dropdown list.
   Document URL:  Leave the Document URL field empty.
   Owner Name:  Select the administrator login ID as the owner.

5. After you complete the form, click the Submit button to create the new document group.

Edit an Existing Document Group

1. Login to DataTrak as "admin".

2. Click the Maintenance button on the DataTrak menu. The system will display the maintenance screen.

3. Click the Document Group Maintenance folder in the Maintenance Library tree (located in the left browser pane.) When you click the folder, the document tree expands to show all existing document groups.

4. Click the Document Group you want to change.

5. The right browser pane displays the Document Group record in the maintenance form. Make any changes to the record.

6. After making all changes, click the Submit button to save the revised record.