Understanding how to create groups
Groups are another useful way of applying a category to your assessments and plans to enable you to view your data by group. For example; you may want to add a programme type group and assign these to particular assessments for plans. Here is how to set up your groups.
A - Click on add group
B - Type in your group name
C - Save
D - You can also assign a group to Assessment areas, Improvement plans and associate with users once these have been created
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A - Click on Add Group
B - Type in your group name
C - Save and Edit
D - You can also assign a group to Assessment areas, Improvement plans and associate with users once these have been created
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A - Click on add group
B - Type in your group name
C - Save
D - You can also assign a group to Assessment areas, Improvement plans and associate with users once these have been created
Create a group
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To Create your group list
A - Click on Add Group
B - Type in your group name
C - Save and Edit
D - You can also assign a group to Assessment areas, Improvement plans and associate with users once these have been created
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Updated on: 03/02/2023
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