Manage Groups

This Walkthrough will go through adding Users to Groups for tagging in Communication Logs.

Adding Users to Groups:

1. Navigate to Settings > Manage Groups > Then either Edit or Add New Group.

 

2. If Adding then Create a Group Name and Facility (Since not all Users have access to the same Facilities one will needed to be created per Facility)

 

3. Then to add Users to the Group Select their Name from the Left field and it will populate on the Assigned Staff section. If wanting to remove Select their Name from the Right field. Select Save when all Users have been added.

 

4. After the group will appear in the List and under Group Members a number will appear that may be Selected to show Users in the Group.

 

5. When adding a Communication Log the Group Name will populate as an option and the Note will go to each User in the Group.