Groups - Revision history

Sfeldstein: /* Creating a Group */

2018-09-24T15:43:50Z

Creating a Group

← Older revision		Revision as of 15:43, 24 September 2018
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	::Note that the email address entered receives alert messages when [[System Status\|system status]] for any group member changes to "down" or "up".		::Note that the email address entered receives alert messages when [[System Status\|system status]] for any group member changes to "down" or "up".
	::It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person.		::It's recommended to use an email address for an email distribution list as the Group email, rather than an email address for a single person.
			::If you add mobile numbers they will receive text message notifications of system events.
	* Click the "Save Group" button.<br /><br />		* Click the "Save Group" button.<br /><br />

Rkonstanz at 20:27, 8 September 2017

2017-09-08T20:27:02Z

← Older revision		Revision as of 20:27, 8 September 2017
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	\|'''Log Tab''' - Click the Log tab to view information about accounts created and added to the group.<br />		\|'''Log Tab''' - Click the Log tab to view information about accounts created and added to the group.<br />
	\|}		\|}

	~~<div style="text-align: right;"><small>GC-01-OUM-0059 Rev A</small></div>~~

Eumhoefer at 15:14, 21 August 2017

2017-08-21T15:14:08Z

← Older revision		Revision as of 15:14, 21 August 2017
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	__NOTOC__		__NOTOC__
	<table>		<table>
	<tr><td valign="top">[[File:CommunitiesIcon.png\|left\|Groups]][[File:~~ManageGroupsButton~~.png\|Groups]]</td></tr>		<tr><td valign="top">[[File:CommunitiesIcon.png\|left\|Groups]][[File:Groups_Tab.png\|Groups]]</td></tr>
	<tr><td>		<tr><td>
	===Overview===		===Overview===
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	</table><br />		</table><br />

	[[File:~~AddGroup~~.png\|right\|frame\|Add a New Group Screen]]		[[File:Add_Group.png\|400px\|thumb\|right\|frame\|Add a New Group Screen]]
	===Group Users===		===Group Users===
	<br />		<br />
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	<br />		<br />
	Groups can be created by [[User Roles and Privileges\|users who have a role of Distributor Admin or above]]. To add a new Group:		Groups can be created by [[User Roles and Privileges\|users who have a role of Distributor Admin or above]]. To add a new Group:
	* Click the "~~Manage~~ Groups" button on the Dashboard.		* Click the "Groups" button on the Dashboard.
	* Click the "Actions" tab.		* Click the "Add Group" button.
	* Click the "Add ~~a new~~ Group" button.
	* Enter a name for the Group, then select a Distributor.		* Enter a name for the Group, then select a Distributor.
	::These two fields are required.		::These two fields are required.
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	Groups can be managed by [[User Roles and Privileges\|users with the role of Group Admin]] for the Group, or the [[User Roles and Privileges\|role of Distributor Admin]] of the Distributor for the Group.		Groups can be managed by [[User Roles and Privileges\|users with the role of Group Admin]] for the Group, or the [[User Roles and Privileges\|role of Distributor Admin]] of the Distributor for the Group.
	To manage a Group:		To manage a Group:
	* Click the "~~Manage~~ Groups" button on the Dashboard.		* Click the "Groups" button on the Dashboard.
	* Click the Group you wish to manage.		* Click the Group you wish to manage.
	* Click the appropriate tab:<br /><br />		* Click the appropriate tab:<br /><br />

	{\| class="table"		{\| class="table"
	\|[[Image:~~InfoTab~~.png\|left\|top\|link=Group_Info]]		\|[[Image:Group_Info_Tab.png\|200px\|left\|top\|link=Group_Info]]
	\|'''[[Group Info\|Info Tab]]''' - Click the [[Group Info\|Info tab]] to view general information about the Group, such as the address and distributor, and a log of Group activity.<br />		\|'''[[Group Info\|Info Tab]]''' - Click the [[Group Info\|Info tab]] to view general information about the Group, such as the address and distributor, and a log of Group activity.<br />
	: [[Group Info\|more...]]		: [[Group Info\|more...]]
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	{\| class="table"		{\| class="table"
	\|[[Image:~~AccountsTab~~.png\|left\|top\|link=Group_Accounts]]		\|[[Image:Group_Accounts_Tab.png\|200px\|left\|top\|link=Group_Accounts]]
	\|'''[[Group Accounts\|Accounts Tab]]''' - Click the [[Group Accounts\|Accounts tab]] to see, and manage, the list of the Accounts in the Group.<br />		\|'''[[Group Accounts\|Accounts Tab]]''' - Click the [[Group Accounts\|Accounts tab]] to see, and manage, the list of the Accounts in the Group.<br />
	: [[Group Accounts\|more...]]		: [[Group Accounts\|more...]]
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	{\| class="table"		{\| class="table"
	\|[[Image:~~SystemsTab~~.png\|left\|top\|link=Group_Systems]]		\|[[Image:Group_Systems_Tab.png\|200px\|left\|top\|link=Group_Systems]]
	\|'''[[Group Systems\|Systems Tab]]''' - Click the [[Group Systems\|Systems tab]] to see, and manage, the list of the Systems in the Group.<br />		\|'''[[Group Systems\|Systems Tab]]''' - Click the [[Group Systems\|Systems tab]] to see, and manage, the list of the Systems in the Group.<br />
	: [[Group Systems\|more...]]		: [[Group Systems\|more...]]
	\|}		\|}
	{\| class="table"		{\| class="table"
	\|[[Image:~~UsersTab~~.png\|left\|top\|link=Group_Users]]		\|[[Image:Group_Users_Tab.png\|200px\|left\|top\|link=Group_Users]]
	\|'''[[Group Users\|Users Tab]]''' - Click the [[Group Users\|Users tab]] to see, and manage, the list of the [[User Roles and Privileges\|Users with roles]] that give them access to Accounts in the Group.<br />		\|'''[[Group Users\|Users Tab]]''' - Click the [[Group Users\|Users tab]] to see, and manage, the list of the [[User Roles and Privileges\|Users with roles]] that give them access to Accounts in the Group.<br />
	: [[Group Users\|more...]]		: [[Group Users\|more...]]
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	{\| class="table"		{\| class="table"
	\|[[Image:~~ActionsTab~~.png\|left\|top\|~~link=Group_Actions~~]]		\|[[Image:Group_Log_Tab.png\|200px\|left\|top\|]]
	\|'''~~[[Group Actions\|Actions~~ Tab]]''' - Click the ~~[[Group Actions\|Actions~~ tab]] to ~~access~~ the ~~controls for managing a Group~~.<br />		\|'''Log Tab''' - Click the Log tab to view information about accounts created and added to the group.<br />
	~~: [[Group Actions\|more...]]~~
	\|}		\|}

	<div style="text-align: right;"><small>GC-01-OUM-0059 Rev A</small></div>		<div style="text-align: right;"><small>GC-01-OUM-0059 Rev A</small></div>

Eumhoefer: formatting

2017-07-19T21:31:07Z

formatting

← Older revision		Revision as of 21:31, 19 July 2017
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	<tr><td valign="top">[[File:CommunitiesIcon.png\|left\|Groups]][[File:ManageGroupsButton.png\|Groups]]</td></tr>		<tr><td valign="top">[[File:CommunitiesIcon.png\|left\|Groups]][[File:ManageGroupsButton.png\|Groups]]</td></tr>
	<tr><td>		<tr><td>
	~~<h3 style~~=~~"display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">~~Overview~~</h3>~~<br />		===Overview===
			<br />
	Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts. Every Group must have at least one Group Admin.</td></tr>		Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts. Every Group must have at least one Group Admin.</td></tr>
	</table><br />		</table><br />

	[[File:AddGroup.png\|right\|frame\|Add a New Group Screen]]~~<h3 style~~=~~"display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">~~Group Users~~</h3>~~<br />		[[File:AddGroup.png\|right\|frame\|Add a New Group Screen]]
			===Group Users===
			<br />
	* [[User Roles and Privileges\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.		* [[User Roles and Privileges\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.
	* [[User Roles and Privileges\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.		* [[User Roles and Privileges\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.
	* [[User Roles and Privileges\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />		* [[User Roles and Privileges\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />

	~~<h3 style~~=~~"display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">~~Creating a Group~~</h3>~~<br />		===Creating a Group===
			<br />
	Groups can be created by [[User Roles and Privileges\|users who have a role of Distributor Admin or above]]. To add a new Group:		Groups can be created by [[User Roles and Privileges\|users who have a role of Distributor Admin or above]]. To add a new Group:
	* Click the "Manage Groups" button on the Dashboard.		* Click the "Manage Groups" button on the Dashboard.
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	* Click the "Save Group" button.<br /><br />		* Click the "Save Group" button.<br /><br />

	~~<h3 style~~=~~"display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">~~Group Management Features~~</h3>~~<br />		===Group Management Features===
			<br />
	Groups can be managed by [[User Roles and Privileges\|users with the role of Group Admin]] for the Group, or the [[User Roles and Privileges\|role of Distributor Admin]] of the Distributor for the Group.		Groups can be managed by [[User Roles and Privileges\|users with the role of Group Admin]] for the Group, or the [[User Roles and Privileges\|role of Distributor Admin]] of the Distributor for the Group.
	To manage a Group:		To manage a Group:
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	\|}		\|}

	~~<small>[[Media:Groups.pdf\|PDF format]]</small><br />~~
	<div style="text-align: right;"><small>GC-01-OUM-0059 Rev A</small></div>		<div style="text-align: right;"><small>GC-01-OUM-0059 Rev A</small></div>

Kristin: Updated links

2013-11-26T20:57:49Z

Updated links

Kristin at 17:23, 25 November 2013

2013-11-25T17:23:34Z

← Older revision		Revision as of 17:23, 25 November 2013
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	: [[Group Actions\|more...]]		: [[Group Actions\|more...]]
	\|}		\|}

			<small>[[Media:Groups.pdf\|PDF format]]</small><br />
			<div style="text-align: right;"><small>GC-01-OUM-0059 Rev A</small></div>

Kristin at 18:13, 21 November 2013

2013-11-21T18:13:35Z

← Older revision		Revision as of 18:13, 21 November 2013
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	* [[User Roles\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.		* [[User Roles\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.
	* [[User Roles\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.		* [[User Roles\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.
	* [[User ~~Roels~~\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />		* [[User Roles\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />

	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br />

Kristin at 18:13, 21 November 2013

2013-11-21T18:13:21Z

← Older revision		Revision as of 18:13, 21 November 2013
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	</table><br />		</table><br />

	[[File:AddGroup.png\|right\|frame\|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br />		[[File:AddGroup.png\|right\|frame\|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Users</h3><br />
			* [[User Roles\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.
			* [[User Roles\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.
			* [[User Roels\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />

			<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br />
	Groups can be created by [[User Roles\|users who have a role of Distributor Admin or above]]. To add a new Group:		Groups can be created by [[User Roles\|users who have a role of Distributor Admin or above]]. To add a new Group:
	* Click the "Manage Groups" button on the Dashboard.		* Click the "Manage Groups" button on the Dashboard.

Kristin at 16:48, 21 November 2013

2013-11-21T16:48:54Z

← Older revision		Revision as of 16:48, 21 November 2013
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	<tr><td>		<tr><td>
	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
	Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts.</td></tr>		Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts. Every Group must have at least one Group Admin.</td></tr>
	</table><br />		</table><br />

Kristin at 16:17, 21 November 2013

2013-11-21T16:17:46Z

← Older revision		Revision as of 16:17, 21 November 2013
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	<tr><td>		<tr><td>
	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Overview</h3><br />
	Groups are a business unit of accounts that are managed by a common administrator. Every account ~~must~~ be a member of a group, ~~and~~ only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts.</td></tr>		Groups are a business unit of accounts that are managed by a common administrator. Every account is required to be a member of one group, but only one group. A group might be a single long-term care community, a single in-home care company, or a single vendor managing and providing supports for multiple accounts.</td></tr>
	</table><br />		</table><br />

← Older revision		Revision as of 20:57, 26 November 2013
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	[[File:AddGroup.png\|right\|frame\|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Users</h3><br />		[[File:AddGroup.png\|right\|frame\|Add a New Group Screen]]<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Users</h3><br />
	* [[User Roles\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.		* [[User Roles and Privileges\|Group Administrators]] can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.
	* [[User Roles\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.		* [[User Roles and Privileges\|Group Caregivers]] can perform caregiver-level functions for any Account or Resident in the Group.
	* [[User Roles\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />		* [[User Roles and Privileges\|Group Communicators]] can perform communicator-level functions for any Account or Resident in the Group.<br /><br />

	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Creating a Group</h3><br />
	Groups can be created by [[User Roles\|users who have a role of Distributor Admin or above]]. To add a new Group:		Groups can be created by [[User Roles and Privileges\|users who have a role of Distributor Admin or above]]. To add a new Group:
	* Click the "Manage Groups" button on the Dashboard.		* Click the "Manage Groups" button on the Dashboard.
	* Click the "Actions" tab.		* Click the "Actions" tab.
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	<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br />		<h3 style="display: inline-block; background:#ffffff; font-weight:bold; border-bottom:2px solid #6093cc; text-align:left; color:#000; padding:0.2em 0.4em;">Group Management Features</h3><br />
	Groups can be managed by [[User Roles\|users with the role of Group Admin]] for the Group, or the [[User Roles\|role of Distributor Admin]] of the Distributor for the Group.		Groups can be managed by [[User Roles and Privileges\|users with the role of Group Admin]] for the Group, or the [[User Roles and Privileges\|role of Distributor Admin]] of the Distributor for the Group.
	To manage a Group:		To manage a Group:
	* Click the "Manage Groups" button on the Dashboard.		* Click the "Manage Groups" button on the Dashboard.
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	{\| class="table"		{\| class="table"
	\|[[Image:UsersTab.png\|left\|top\|link=Group_Users]]		\|[[Image:UsersTab.png\|left\|top\|link=Group_Users]]
	\|'''[[Group Users\|Users Tab]]''' - Click the [[Group Users\|Users tab]] to see, and manage, the list of the [[User Roles\|Users with roles]] that give them access to Accounts in the Group.<br />		\|'''[[Group Users\|Users Tab]]''' - Click the [[Group Users\|Users tab]] to see, and manage, the list of the [[User Roles and Privileges\|Users with roles]] that give them access to Accounts in the Group.<br />
	: [[Group Users\|more...]]		: [[Group Users\|more...]]
	\|}		\|}