FILING GROUPS

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7.0 RELEASE OVERVIEW

A filing group allows the attributes of a child unit to roll up to a parent unit:

 

In Unit Details and State Details, the unit can remain a parent unit or it can be designated as a child of another parent unit. As the child of a parent, the child's automation selections and resulting attributes transfer to the parent.
Once a unit is designated as a parent unit, it cannot be deactivated.
There are filing group specific reports that show the results of the relationship with other units. These reports can also be viewed in Global Access by enabling a system parameter. For more information, refer to the Configuration of Global Access in Corporate Edition section.