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,