User Groups and Categories

User groups and categories are is used to group and categorize users that are in some way related. The main purpose of user groups is for grouping data in reports, but can also be used for setting up sampling rules.

Grouping can be any other organizational grouping, for instance

  • skill-wise (product loaders, inspection, operators etc)
  • shift-wise, for instance when dividing operators per shift (night, day)

Grouping is made in a hierarchy of user group categories, user groups and users.
A user can belong to several categories but only one group within that category.

For example:
User groups divided by shifts

Each shift has operators and supervisors. The operator Alain usually works as an operator on the day shift but sometimes also fills in as a supervisor during the night shift. Alain can be part of the user group categories "Day shift" and "Night shift". Alain can be part of the user group "Operators" for the day shift. Alain can however not be both part of the user group "Operators" and the "Supervisors" for the same shift.

By switching this around we can get the opposite. If we make "Operators" and "Supervisors" user group categories, and the shifts user groups, Alain can be both an operator and a supervisor but not the same role for both shifts.
User groups divided by role