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--- claim_visibility_grouping [2016/03/28 18:50] – lisa.maloney
+++ claim_visibility_grouping [2020/12/01 12:03] (current) – lisa.maloney
@@ Line 1: / Line 1: @@
 **__Claim Visibility Grouping__**
-{{:pasted:20160328-183801.png}}
+{{:pasted:20201201-114606.png}}
 -----
@@ Line 9: / Line 9: @@
 **The Claim Visibility Grouping Association Admin is where Users and Companies will be added to the previously defined Visibility Groupings.**
+-----
+__Finding Records with the Hierarchy__
+To find where a User or Company is within the hierachy, select (highlight) the row within the grid.  Then click the Cycle through item in Hierarchy button.  Each time the button is clicked, it will move through all locations in the hierarchy where the selected row is a member.
+{{:pasted:20201201-114659.png}}
+There is also an option to Expand All and Collapse All of the hierarchy.
+{{:pasted:20201201-114720.png}}
 -----
 **__Claim Visibility Grouping Definition__**
-This is where the claim visibility groups are defined.  To add a new row, click Add and enter in the Grouping Description, Grouping CD and set an Active/Inactive indicator.
+This is where the claim visibility groups are defined.  To add a new row, click Add and enter in the Grouping Description, Grouping CD and set an Active/Inactive indicator.  Existing visibility Grouping Descriptions can be edited or made active/inactive by clicking the row in the grid.  This will open the editor on the right. Click Save to save changes or cancel to revert and then click the X to close the editor.
-{{:pasted:20160328-184644.png}}
+{{:pasted:20201201-114828.png}}
 -----
-On the right hand side you then build out the Claim Visibility Grouping Hierarchy.  To move a Grouping from the grid to the hierarchy, just left-click and drag the grouping to the hierarchy section.
+Once the visibility groupings are defined, they can be organized into hierarchies by moving the items within the grid.  To move an item, click the row and drag it to the desired location in the hierarchy.  This will automatically save.
+{{:pasted:20201201-115156.png}}
-{{:pasted:20160328-184910.png}}
 -----
-Don't forget to click Save after making changes.
+**__Claim Visibility Grouping Association Admin__**
+To add Users and Companies to the Visibility Groupings previously defined, navigate to the Claim Visibility Grouping Association Admin screen.  The grid displays 2 tabs: User and Company.
+{{:pasted:20201201-115824.png}}
+-----
+The first column on each grid indicates if the row (user or company) is a member of a visibility grouping.  If false, the row is not yet assigned to a group.  If true, the row is assigned to a group.  Select a row and click the Cycle through item in Hierarchy button and the visibility grouping hierarchy on the right will display where that row is in the hierarchy.
+{{:pasted:20201201-120020.png}}
+-----
+To add a User or Company to the visibility grouping hierarchy, select a row and drag it to the appropriate place in the hierarchy.  Each entity in the hierarchy is represented by the icon displayed on the tab so there is a distinction between the users and companies.  More than one record can be added to the hierarchy at once by using ctrl+shift to select a group of rows or ctrl+click of mouse to select many individual rows.  Records can be added to multiple hierarchy groups.
+Below is an example of a hierarchy with users and companies assigned.  A User can see the Companies in the assigned hierarchy plus all hierarchies directly below.  The hierarchies and members of the hierarchies are displayed in alphabetical order.  Each record shows both the name and the associated email or company number in parenthesis.
+{{:pasted:20201201-120152.png}}
 -----
+Click Save after making changes!

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