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Create and manage groups

Create groups for residents and/or staff

Table of content

  1. About
  2. Separate resident requests
  3. Create a group
  4. Group attributes
  5. FAQs

About groups

Create groups to manage activities, levels of care, or other communication. You can create groups with residents only, staff only or both residents and staff. 

Groups perpetuate throughout the whole system. Sending announcements, scheduling activities, and sharing documents all use the same groups. Several groups will be automatically created:

  • Levels of care (AL, IL, MC, etc.)
  • Announcements
  • Mail notifications
  • Signage-Alexas
  • Signage-TVs
  • Community Documents
  • All staff 

Separate groups for resident requests

Send requests to specific staff with groups. If staff should only receive MC requests or requests from one part of the community, create a group with those residents and add the group to the Staff profile. 

  1. Create the group of residentsgroups
  2. Then go to Staff (upper right hand navigation)
  3. Search for the staff member and click their name
  4. Click their profile icon
  5. Scroll down and select the groups they should be a part of
  6. Check their departments
  7. Click submit

Now this staff member will only receive requests from residents in this group and their department.

If no groups are added, then the staff member will receive requests from all residents in the community.

View groups

Click the Wrench icon in the upper right hand navigation.

Create a group

  1. Click groups under the Wrench icon in the top right navigation bar
  2. Click Create Group to make a new group
    1. Add a name, category, members, description, URL, min or max, availability, resident facing, add a doc or image
  3. You can view members, click edit icon or the delete the group

 

You can add or remove group members at any time on the web. 

Group attributes

  • Description
  • Default image
  • Category 
  • Members
  • URL
  • Minimum and maximum capacity
  • Availability
  • Documents

FAQs


Can Residents view every group? 

No, residents can only view groups that are checked with Resident View. 

There may be a group called “Diabetic Residents” that is used by staff but would not be visible to residents in their app, etc. 

 

How do I edit a group?

Login to the web and click "Groups" under the wrench icon in the upper right hand navigation. Click the edit icon to make any updates and click Update.