Difference between revisions of "Groups"

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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:Groups_Tab.png|Groups]]</td></tr>
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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;">Overview</h3><br />
===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.</td></tr>
<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>
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</table><br />


[[File:Add_Group.png|400px|thumb|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 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 />


[[File:AddCommunity.png|right|frame|Add a New Community 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 Community</h3><br />
===Creating a Group===
Communities can be created by [[User Roles|users who have a role of Group Admin or above]]. To add a new Community:
<br />
* Click the "Manage Communities" button on the Dashboard.
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 "Actions" tab.
* Click the "Groups" button on the Dashboard.
* Click the "Add a new Community" button.
* Click the "Add Group" button.
* Enter a name for the community, then select an Owner Group.
* Enter a name for the Group, then select a Distributor.
::Every Community must start with an owning group. Additional groups or individual accounts may be added to make a Community that is larger than a single group.
::These two fields are required.
::You can only choose an Owner Group from the groups for which you have administrative access.
* Enter the remaining information.
::The Owner Group determines which [[User Roles|Admin users]] can add and remove members, and can edit the parameters of the Community.
::Note that the email address entered receives alert messages when [[System Status|system status]] for any group member changes to "down" or "up".  
* Click the "Save Community" button.<br /><br />
::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 />


[[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 />
===Group Management Features===
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:
<br />
* Click the "Manage Communities" button on the Dashboard.
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.
* Click the Community you wish to disable.
To manage a Group:
* Click the "Actions" tab.
* Click the "Groups" button on the Dashboard.
* Click the "Disable this Community" button.<br /><br />
* Click the Group you wish to manage.
* Click the appropriate tab:<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 />
{| class="table"
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.
|[[Image:Group_Info_Tab.png|200px|left|top|link=Group_Info]]
* Groups - You can add entire groups to a Community, which will add every Account in the group to the Community.
|'''[[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 />
:: - 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.
: [[Group Info|more...]]
:: - 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:
{| class="table"
* Click the "Manage Communities" button on the Dashboard.
|[[Image:Group_Accounts_Tab.png|200px|left|top|link=Group_Accounts]]
* Click the appropriate Community.
|'''[[Group Accounts|Accounts Tab]]''' - Click the [[Group Accounts|Accounts tab]] to see, and manage, the list of the Accounts in the Group.<br />
* Click the "Actions" tab.
: [[Group Accounts|more...]]
* 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:
{| class="table"
* Click the "Manage Communities" button.
|[[Image:Group_Systems_Tab.png|200px|left|top|link=Group_Systems]]
* Click the appropriate Community.
|'''[[Group Systems|Systems Tab]]''' - Click the [[Group Systems|Systems tab]] to see, and manage, the list of the Systems in the Group.<br />
* Click the "Group Members" button to remove groups, or the "Account Members" button to remove accounts.
: [[Group Systems|more...]]
* 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 />
{| class="table"
|[[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|more...]]
|}


 
{| class="table"
[[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 />
|[[Image:Group_Log_Tab.png|200px|left|top|]]
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:
|'''Log Tab''' - Click the Log tab to view information about accounts created and added to the group.<br />
# <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.

Latest revision as of 15:43, 24 September 2018

Groups
Groups

Overview


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.


Add a New Group Screen

Group Users


  • Group Administrators can manage the Group, Accounts in the Group, and Residents in Accounts in the Group.
  • Group Caregivers can perform caregiver-level functions for any Account or Resident in the Group.
  • Group Communicators can perform communicator-level functions for any Account or Resident in the Group.

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 "Groups" button on the Dashboard.
  • Click the "Add 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.
If you add mobile numbers they will receive text message notifications of system events.
  • Click the "Save Group" button.

Group Management Features


Groups can be managed by users with the role of Group Admin for the Group, or the role of Distributor Admin of the Distributor for the Group. To manage a Group:

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

Group Info Tab.png
 Info Tab - Click the Info tab to view general information about the Group, such as the address and distributor, and a log of Group activity.
more...
Group Accounts Tab.png
 Accounts Tab - Click the Accounts tab to see, and manage, the list of the Accounts in the Group.
more...
Group Systems Tab.png
 Systems Tab - Click the Systems tab to see, and manage, the list of the Systems in the Group.
more...
Group Users Tab.png
 Users Tab - Click the Users tab to see, and manage, the list of the Users with roles that give them access to Accounts in the Group.
more...
Group Log Tab.png
 Log Tab - Click the Log tab to view information about accounts created and added to the group.
Retrieved from "https://help.grandcare.com/index.php?title=Groups&oldid=7224"