Setting up Groups

Setting up Groups

Purpose

  1. To explain how to create Groups in the Scheduling  Module.
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Background

  1. Personnel with a specific skill set or certification can be added to a Group.  (e.g., paramdics, technical rescue team, field training officers)
  2. A Group can be applied to an Assignment. (e.g., Engine 1 requires an paramedic)
  3. Messages can be sent to Groups.

Video 



Directions

1. Click on Personnel>Setup. 






2. Click on Groups.


Click on Groups.



3. Here you can:
  • Change the position of groups by dragging the four arrows.
  • Edit a group by selecting the pencil.
  • Delete a group by selecting the trashcan.






4. Click on Add Group.


Click on Add Group.



5. Type in a Group Name. 


Type in a Group Name.



6. Type in a short code. 


Type in a short code.



7. Select a color to be associated with the group. 


Select a color to be associated with the group.



8. Click on Manage Users to add individuals to the group. 


Click on Manage Users to add individuals to the group.



9. Select the individuals from the list that you want to add, then click the right arrow. 


Select the individuals from the list that you want to add, then click the right arrow.



10. Click on Save when done. 


Click on Save when done.



11. Click on Save when you are done with the steps above. 


Click on Save when you are done with the steps above.



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