Difference between revisions of "Groups"

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* Click the "Save Group" button.<br /><br />
* Click the "Save Group" button.<br /><br />


[[File:CommunityMembership.png|right|frame|Community Membership Controls]]<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;">Disabling a Community</h3><br />
[[File:CommunityMembership.png|right|frame|Community Membership Controls]]<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 />
Communities can be removed by [[User Roles|users who have a role of Group Admin or above]]. Communities are disabled, rather than deleted, which means they can be re-activated in the future. To disable a Community:
To manage a Group:
* Click the "Manage Communities" button on the Dashboard.
* Click the "Manage Groups" button on the Dashboard.
* Click the Community you wish to disable.
* Click the Group you wish to manage.
* Click the "Actions" tab.
* Click the appropriate tab:<br /><br />
* Click the "Disable this Community" 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;">Membership in a Community</h3><br />
<strong>Info</strong>
Any [[User Roles|users who have a role of Group Admin or above]] for the Community's Owner Group can add or remove Community members.
Click the <u>[[Group Info|Info tab]]</u> to:
* Groups - You can add entire groups to a Community, which will add every Account in the group to the Community.
* View general information about the Group, including the Group's address and distributor
:: - Every time a new account is added to a group that's in a Community, the account is automatically made a part of the Community.
* View the log of Group activity<br /><br />
:: - You can't remove individual Accounts from the Community if they were added as part of a group.
* Accounts - Individual accounts can be added to a Community, although this is not typical.<br /><br />


[[File:CommunityMemberButtons.png|right|frame|Community Member Buttons]]To <em>add</em> members to a Community:
<strong>Accounts</strong>
* Click the "Manage Communities" button on the Dashboard.
Click the <u>[[Group Accounts|Accounts tab]]</u> to:
* Click the appropriate Community.
* View general information about the Group, including the Group's address and distributor
* Click the "Actions" tab.
* View the log of Group activity<br /><br />
* Click either the "Add Groups to Community" button or the "Add Accounts to Community" button.
* Select all the members you would like to add, then click the "Add" button.<br /><br />
 
To <em>remove</em> members from a Community:
* Click the "Manage Communities" button.
* Click the appropriate Community.
* Click the "Group Members" button to remove groups, or the "Account Members" button to remove accounts.
* Click the red "X" on the member you want to remove.
Note that you can't remove the Owner Group for a Community. You can only remove individual accounts that were added as individual accounts.<br /><br />
 
 
[[File:CommunityContent.png|right|frame|Community Content 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;">Community Content</h3><br />
Community content can be added and removed by any [[User Roles|users who have a role of Group Communicator, Group Caregiver or Group Admin]] (or above) for groups that are in the Community. There are 3 types of content that can be added for Community members:
# <u>[[Community Calendar Events|Community Calendar Events]]</u> - events that will appear on the calendars for everyone in the Community.
# <u>[[Community Flyers|Community Flyers]]</u> - pdf's of informative flyers or other documents that will appear in the slide show for everyone in the Community.
# <u>[[Community Photos|Community Photos]]</u> - photo albums of shared pictures that can be viewed by, and appear in the slide show, all Community members.

Revision as of 22:31, 19 November 2013

Groups
Groups

Overview


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.



Add a New Group Screen

Creating a Group


Groups can be created by 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 "Actions" tab.
  • Click the "Add a new Group" button.
  • Enter a name for the Group, then select a Distributor.
These two fields are required.
  • Enter the remaining information.
Note that the email address entered receives alert messages when 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.
  • Click the "Save Group" button.

Community Membership Controls

Group Management Features


To manage a Group:

  • Click the "Manage Groups" button on the Dashboard.
  • Click the Group you wish to manage.
  • Click the appropriate tab:

Info Click the Info tab to:

  • View general information about the Group, including the Group's address and distributor
  • View the log of Group activity

Accounts Click the Accounts tab to:

  • View general information about the Group, including the Group's address and distributor
  • View the log of Group activity

Retrieved from "https://help.grandcare.com/index.php?title=Groups&oldid=4889"