Creating a Summary Regulator Group

Note

If you are logged into a planning area (as a planner) when you create a group, it will only be available for planners logged into that planning area.

To create a Summary Regulator Group:

  1. Click Summary Regulator Groups to open the Summary Regulator Groups module.
  2. Click Add to create a new group.
  3. Enter a name for the group.
  4. On the Components tab, click Insert to begin adding regulators to the group.
  5. Select the regulator that you want to add. You can either type in the regulator name or click the More Details button to search for regulators.
  6. Enter a Sequence Number. This specifies the order in which the regulators are listed in reports.

    Note

    Leave room in the sequence for later additions. For example, start with sequence numbers 10, 20 ... etc.

  7. Click Save to save your changes.