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Group Memberships |
  
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Group Memberships |
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Contracts within EnergySteward.com can belong to contract groups via a group membership. These are optional memberships which allow you run reports or queries against subsets of your contracts. These groups, and additional information information about contract groups, can be found in the configuration contract groups area . The screen shot below is where you add, update or delete a contract membership within groups.
Add Group Membership (button) - Click this button to add this contract as a member to a group.
View/Edit Grid Button (pencil) - Click this next to the applicable group membership in order to change any of the information relevant to the group membership.
Delete Grid Button (red x) - Click this next to the applicable group membership that you want to permanently delete. When you delete a group membership, then only the specific contract group membership association is removed. Important note: You will be presented with a confirmation ("Are you sure...?") dialog box prior to deletion.
The following shows the group membership detail which you are presented with when adding or updating a contract group membership.
Group (drop down list box) - This is a required field. This indicates the group type to use on the membership. See the configuration contract group type setup area for creating/updating contract group types. This item also includes a quick add icon for setting these types up directly from this screen (if you have appropriate security).
Effective From (date popup) - This is a required field. It will default to '01/01/1800'. This should be left at the default value unless date effectiveness for this group membership is important.
Effective Thru (date popup) - This is a required field. It will default to '12/31/3000'. This should be left at the default value unless date effectiveness for this group membership is important.
Notes - This is optional and can be any related notes about the group membership which is needed for clarification.