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The knowledge of how to use Blue Mountain RAM User Groups for more than applying security rights will help make you a master of making crazy fast and easy personnel updates. Here are two very organized uses of groups that will set you on your way to being the Groups Guru:

Create Mailing Lists For Notification Recipients
Each Notification sent by Blue Mountain RAM has its own Recipient List. Recipients can be any combination of Users, Groups, and/or Fields (person listed in named field becomes recipient).

By choosing groups as the recipients of Notifications, the groups become the notifications’ mailing lists. Create groups with names that both clearly identify their function as a Notification Mailing List, and clearly identify with which Notification they are associated.. For example:

  • Mailing List: Failed Regulated Calibrations
  • Mailing List: Failed Unregulated Calibrations
  • Mailing List: Part At Reorder Level
  • East Dataset Mailing List: Schedules Past Due
  • West Dataset Mailing List: Schedules Past Due

List each group on its matching Notification as the Notification’s recipient. To change recipients of a Notification, scan your groups for the group named after the Notification in question. Edit its membership to simultaneously edit the associated Notification’s recipient list (mailing list). The perk: no more digging for where the notification is, before you can update it.

Create Lists Of People For Populating Personnel Field Pick Lists
Fields that offer a pick list of personnel need a way of controlling the names that appear in the pick list. Further, they need a fast and easy way of adding and removing pick list names over time. The solution is to use clearly named groups. Choose names that fully identify which field is being populated by a group. For example:

  • East Dataset Equipment Asset: Owner
  • West Dataset Equipment Asset: Owner
  • System Asset: Owner
  • Schedule: Scheduled Person
  • Maintenance Work: Technician
  • Maintenance Work: Supervisor

List those groups as the Data Sources for their corresponding personnel fields. To add or remove names from pick lists, scan your groups for the group named with the desired Record Type and Field Name. Edit its membership to simultaneously edit the field’s pick list. The perk: no more digging for which group stores the names in a field’s pick list. No more worrying if changing one group’s membership is actually changing the content of more than one field’s pick list.

For further information, consult your Blue Mountain RAM manuals.  If necessary, contact us for downloads of PDFs of the manuals. Consider attending a Blue Mountain Regulatory Asset Manager Training to learn about this subject as well as many, many more! Visit our Product Training page to learn more.