Managing Groups

Overview

Groups let you organize members into named categories you can filter by across Seniorverse. A group has a single property — its name. You create and rename groups on the Groups tab of the Center > Setup page, then assign members to them from each member's profile.

Before You Begin

• You need access to the Setup page (the Center:Setup:View scope).
• Decide on a naming scheme that will make sense to all staff (for example, by day of attendance, care level, or transportation route).

Steps

Step 1: Open Center > Setup > Groups

Select Center from the navigation, then Setup, then the Groups tab. The Groups table lists every group at your center by name.

Step 2: Add a group

Select the Group button (with the plus icon) above the table, enter a name, and save. The new group appears in the table.

Step 3: Rename a group

Select a group in the table to open it, update its name, and save.

Step 4: Assign members to a group

Open a member's profile and assign them to the groups that apply. Once members belong to a group, you can filter by that group on pages that support it, such as Attendance and Meals.

Tips

• Use clear, descriptive names. "Monday/Wednesday/Friday Attendees" is easier to use than "Group A."
• Build groups around how you work. Create the groupings your staff naturally use during the day so filtering matches real workflows.
• Combine group filters with other filters. Use a group to narrow a long list, then apply date or status filters for a more specific view.
• Review assignments periodically. As members' needs change, update their group membership from their profile.

Troubleshooting

Related Articles

• Configuring Center Settings
• Configuring Content Options