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--- claim_visibility_grouping [2020/12/01 11:47] – lisa.maloney
+++ claim_visibility_grouping [2020/12/01 12:03] (current) – lisa.maloney
@@ Line 24: / Line 24: @@
 **__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:20160328-184910.png}}
+{{:pasted:20201201-115156.png}}
------
-Don't forget to click Save after making changes.
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@@ Line 40: / Line 38: @@
 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:20160328-185459.png}}
+{{:pasted:20201201-115824.png}}
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 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:20160328-190628.png}}
+{{:pasted:20201201-120020.png}}
-{{:pasted:20181011-095454.png}}
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@@ Line 54: / Line 50: @@
 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:20181011-095549.png}}
+{{:pasted:20201201-120152.png}}
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-{{:pasted:20160328-192040.png}}
 -----
 Click Save after making changes!

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