DocAve 6 Service Pack 3 Control Panel Reference Guide - AvePoint

Plan GroupPlan Group provides an interface to collect plans and form them into groups according to your setup.The plans will run simultaneously or in sequence instead of you running the plans manually. In theDocAve GUI, Plan Group is located next to Job Monitor on the home screen. Click the plan group ( )button to enter the Plan Group GUI.*Note: A plan group contains plans from multiple DocAve products. Only when you have valid licensesfor the corresponding products can you use the plan group functions normally. In the Plan Groupconfiguration interface, you will see a list of previously configured plan groups. You can customize howthese plan groups are displayed in any of the following ways:• Search – Filters the plan groups displayed by the keyword you designate; the keywordmust be contained in a column value. At the top of the viewing pane, enter the keywordfor the column mapping you want to display. You can select to Search allpages or Search current page.• Manage columns ( ) – Manages which columns are displayed in the list so that only theinformation you want to see is displayed. Click the manage columns ( ) button, andthen select the checkbox next to the column name to have that column shown in thelist.• Hide the column ( ) – Hover over the column name you want to hide, and then clickthe hide the column ( ) button.Security Trimming for Plan GroupPlan Group also follows the security trimming rule of DocAve 6. For instructions on how to configurepermission levels, refer to Security Trimming Users.Regarding permission control for Plan Group, if the specified user does not have permission to a product,this user will not be able to view or select the specific product in the Module drop-down list from theAdd Plan(s) interface. If the user previously had permission to a specified product and he/she created aplan group including the plans of the specified product, and then he/she can still view the settings of thepreviously created plan group after the permission to this product has been removed. However, the usercannot modify the settings of the plans for the specified product (where he/she does not havepermission) anymore.Managing Plan GroupIn the Plan Group interface, you can create a new plan group, view details about a plan group, edit apreviously configured plan group, or delete a previously configured plan group. For details on creating aplan group, refer to Creating a Plan Group.DocAve 6: Control Panel165