Create a New Factor Group

  1. Click the New button to navigate to the New Factor Group page. The top grid displays a grouping of factors by activity ID and category.

    The New Factor Grou ppage displays all available factors in the top grid. The bottom grid is empty until factor are assigned.

  2. Enter a factor group Name and Description .

  3. From the Control List drop-down menu, select a control list to assign to the factor group. This is optional. The control list will be applied to every factor in that factor group. See Control Lists.

  4. To add a factor to the new factor group, in the top grid of available factors, select the checkbox next to the factor you want to assign. Click the Add Factor button. The factor will now display in the Assigned Factors grid for that factor group.

    To add a factor to the new factor group, in the top grid of available factors, select the checkbox next to the factor you want to assign. Sample factors are selected. Click the Add Factor button. The button is boxed with yellow highlight. The factor displays in the bottom grid.

  5. To edit properties, select a factor from the Assigned Factors grid and click the Edit button. See Manage Factor Groups.

  6. Click the Save button.