Adding Screener Groups

To add Screener Groups, perform these steps.

  1. On the Screener main menu, click Screener Groups.
    The Screener Groups page is displayed.
  2. Click the Add Screener Group icon .
    The Add Screener Group page is displayed.
  3. In the Screener group name field, enter a name for this Screener Group.
  4. Enter your Comments for this Screener Group, and click the Add button.
    Note: This is a mandatory field.
  5. To add any new field to the Screener Group, click the User Defined Attributes icon.
    The User Defined Attributes pop-up is displayed, which allows you to select the approved UDAs and add those to this entry.
    Note: You can add a new UDA through the User Defined Attributes tab on the Configuration page.
  6. From the Lists section, select the lists that you want to add this Screener Group.
    Note: All the lists that are neither deleted nor disabled, are available here for mapping.
    1. To select all the lists, click the check-box in the header on the right pane. Use the type-ahead filter at the top of the table to filter the lists on the basis of their names and types.
    2. For a more specific search, use the Advanced Search in the right pane. You can filter on the basis of Name, Country, List type, Source, Vendor, Effective status, and User Defined Attributes. Click the relevant criteria, write the search string in the text box, and click the Filter icon.
    The searched Lists are displayed in the right pane.
  7. Click the Save button to save the Screener Group.
  8. To save and submit the Screener Group for approval, click Submit for Approval.
    Note: Any list mapped to an approved screener group can not be disabled or deleted.