Person Groups

A person group is used when defining approval routing, document access and risk management.

It is possible to temporarily allow a person to be a member of a group by activating the person between specified start and/or end dates. This will make it easier to appoint a substitute when someone is on leave.

It is possible to set none, one, or both of the valid from and to dates for a person in a group. It works like this:

Valid FromValid ToDescription
XXThe person is active in the group from and including the valid from date, and to and including the valid to date.
X The person is active in the group from and including the valid from date.
 XThe person is active in the group to and including the valid to date.
  The person is always active in the group.

A person can be a member of many person groups, potentially with different dates defined. If a person has no valid from and to dates defined, he or she will always be active in the group.