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

Create a group

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

Updated on: 03/02/2023