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Scheduling Setup: Grouping Configuration

Purpose Statement

Grouping Configuration allows agencies to define how assignments are organized and displayed within the agency-level Scheduling view. Agencies can use either Division or District as the grouping anchor and arrange those groups in the order that best represents their organizational structure.

Background Information

Grouping Configuration is located within the Setup section of the Scheduling module. This configuration determines how assignments are grouped and nested when using the agency-level view.

Agencies can select one of the following grouping anchors:

  • Division
  • District

After selecting a grouping anchor, administrators can organize the individual divisions or districts into the preferred display order.

A preview is available within Grouping Configuration so administrators can review how assignments will be nested beneath the selected groups before saving the configuration.

Required Permissions

The following permission is applicable to configuring Grouping Configuration:

  • Access Setup — Allows the user to update and modify system settings for the entire Scheduling module.

Video

Step-by-Step Guide

Navigate to Scheduling Setup

  • Select the First Due logo.
  • Navigate to Scheduling.
  • Select Setup.

 

 

 

Open Grouping Configuration

  • From Scheduling Setup, select Grouping Configuration.

 

 

 

Select the Grouping Anchor

  • Determine how the agency-level view should be organized.
  • Select the applicable grouping anchor:
    • Division
    • District

 

 

 

Arrange the Groups

  • If Division is selected, arrange the divisions into the desired display order.
  • If District is selected, arrange the districts into the desired display order.

 

 

 

Review the Assignment Preview

  • Review the preview displayed within Grouping Configuration.
  • Confirm that assignments are nested beneath the appropriate divisions or districts.
  • Verify that the groups appear in the preferred order.

 

 

 

Save the Configuration

  • Select Save.

 

 

 

  • The updated grouping configuration will be applied to the agency-level Scheduling view.

Best Practices

  • Select the grouping anchor that most closely matches the agency's existing organizational structure.
  • Arrange divisions or districts in a consistent and recognizable order for Scheduling users.
  • Review the preview before saving to verify that assignments are nested as expected.
  • If organizational structures change, return to Grouping Configuration and update the grouping order as needed.
  • Confirm the configuration with Scheduling administrators or supervisors when making changes that affect the agency-level view.

Troubleshooting & FAQs

Q: Where is Grouping Configuration located?
A: Navigate to First Due logo → Scheduling → Setup → Grouping Configuration.

Q: What grouping anchors are available?
A: Grouping Configuration supports Division and District as grouping anchors.

Q: Can I change the order of divisions?
A: Yes. When Division is used as the grouping anchor, divisions can be arranged into the preferred display order.

Q: Can I change the order of districts?
A: Yes. When District is used as the grouping anchor, districts can be arranged into the preferred display order.

Q: Can I preview the configuration before saving it?
A: Yes. Grouping Configuration provides a preview showing how assignments will be nested beneath the configured divisions or districts.

Q: Why can't I access Grouping Configuration?
A: Verify that your role includes the Access Setup permission for Scheduling.

Q: How do I apply my changes?
A: Select Save after reviewing the grouping configuration