Workflow Groups
Review, manage, and create Workflow Groups on this page. A workflow group is a group of employees with a common set of user characteristics who you want to assign as approvers. The groups are different for each workflow. The Workflow Groups page defines the rules based on the workflow type on the Workflow Applications page.
Groups also define specific functions in districts and buildings. In PowerSchool ERP, groups may be used to organize employees and approval types. For example, some common group types may include:
-
All Active Employees Group
-
Department Admin Group
-
Principal Groups
-
Finance Groups
The solution is customized to create a group for each unique workflow. Visit the workflow page of each workflow type to review the group settings.
Create a group
-
From the menu, select System Administration.
-
From System Administration, select Workflow.
-
From Advanced Workflow, select Workflow Setup.
-
Select Groups.
-
Select Create Group.
Once selected, a form will be available for you to input the required information. The following fields are required in the form:
|
Field |
Details |
|---|---|
|
Group Title |
Required custom text field for the group’s name. |
|
Workflow Area |
Required to determine what area the group has access to. |
|
Description |
An optional description for the group. |
|
Status Active |
Select the button to make the group active in the dropdown list. |
Group Criteria
If you would like to set up Group Criteria, you can configure custom criteria grouping with your group as well. For example, you may want to create a group of all active employees. To do so, you could set up a group criteria to only pull active employees in the system. The following fields are available in the group criteria section
|
Field |
Details |
|---|---|
|
Group |
Select to group two or more criteria together |
|
And/Or |
Dropdown option for And/OR validation |
|
Area |
Tables based on the workflow area selected. |
|
Filed Name |
Field Name based on the area selected |
|
Condition |
=equals >( is greater than) >= ( is greater than or equal to) < ( is less than) <= ( is less than or equal to) is in ( comma delimited list) is not in( comma delimited list) < > ( is not equal to) is blank starts with contains |
|
Value |
Custom numeric value |
Filter Workflow Groups
For organizations with multiple workflow groups, use the filter option on the screen to narrow down the groups available in eFinance. Groups can be filtered by the following fields:
-
Group Title
-
Workflow Area
-
Description
-
Status