The center administrator can create users and schedule groups to serve several purposes including:  

oView only a subset of schedules  (i.e., senior staff, interns reporting to a given supervisor, resources, rooms, staff working at different campus locations, etc.)

o Filter for openings for appointments

o Filter and summarize data for reports

o Filter for advanced client search

 

 

Users with sufficient permission can create their own users and schedules groups.  These groups can be used only by the user who creates the group and are used to restrict views to a subset of schedules.  Groups created by users cannot be used for reporting purposes or by other users.  

 

 

What would you like to do?

oCreate a group

 

oManage saved groups

 

 

Create a Group

1.From the calendar screen, click the Schedules pull down menu and choose Create/Manage Your Groups.

2.Use the list screen to add users/schedules to the group.  To add all of the group members of an existing users and schedules group created, click Add Members from Group and choose the desired group.

3.Click the check box "Set Number of Columns Displayed to Match Selected Schedule Count" to stretch or shrink

4.Click the check box to save the group.  Type the name of the group in the Description box.  (Note:  If you only need the group once, click Ok to display the group members chosen).  

5.Repeat Steps 2 - 5 for all desired groups.

6.Click Save.

7.Click Exit.

 

Manage Saved Groups

1.  From the calendar screen, click the Schedules pull down menu and choose Create/Manage Your Groups.

2.  Click the Manage Your Groups button.

3.  Use the list screen to edit or delete list items.  

4.  Click Save.

5.  Click Exit.

6.  Click Ok.