Manage a Group of Staff for Scheduling efficiencies

Groups are handy when you have a need to segment Technicians in a way that is not directly related to Job Type.  This may be based on variables such as 

• Notoifications and triggered messages

• Location (if you don't use the Region feature)

• Specialist activities

• Contractor

• Apprentice etc

Using groups to manage staff allows faster scheduling decisions.  Groups are accessible from the Staff section in Settings. You can also send triggered messages to a group of staff, for example a notification when a job is completed or a report to HR when a the technicians completes an induction.

Add a staff member to a group

In the staff profile, check the group that the staff member to belongs to. To create a new group, simply click on the edit link next to group on any Staff member profile.

In the new New Item section name the Group and Click 'Add'

• You will now have that option in the Staff profile.

Edit

• The same as create a group, you can click 'Edit' to rename the group; bear in mind any Technicians assigned to this group will now be associated with the new name

Delete a Group

If you delete a Group and that has Technicians assigned, they will still stay associated to the Group, it is advisable to move any Technicians on to a new group if you want to delete an entire Group.

Note: If you regularly suspend staff members please note that any group they belong to will remain unless you remove them from it,

To add a staff member to a existing group

Assign a Staff member to a Group

• Select Edit on the Staff profile and scroll to the Technician details section

• Tick the Group that is relevant for this Technician
  NB:  The Technician can belong to more than one group

• Click Save Staff

The next time you schedule a job and select 'Group' in the calendar view.

You can still use the Job Type to refine a Technician selection.