4.3 Manage Groups

Resources (Individuals) can be grouped to assist selection by group. Currently the use of Groups has only been made available in the Assign Self Assessment Participants task

Open

Add a new Group Step-by-step guide

1. Type the name you want to give the Group in the New Group field. e.g. Candidates in waiting

2. Press the 

   Open

   

   button

3. The new group will be added to the list

Delete a Group Step-by-step guide

1. You will first need to remove all the people currently allocated to the Group before you can remove it. (Refer Remove Person below)

2. Select the group you wish to Delete from the Groups table

3. Click the

   button

4. The following dialogue pop-up will appear:

5. Click Delete to continue with the deletion or Cancel

6. The page will refresh if Delete was used, and the group will be removed from the Groups table

Edit a Group Step-by-step guide

1. Select the group name you wish to Edit from the Groups table
   
   

2. Click on the

   button

3. Within the following dialogue change the name of the group as required. e.g.

4. Press the

   button to save the changes

5. The page will refresh with the new name in the groups table

Add Resources (individuals) to a Group

1. Select the group you wish to add people to in the Groups table to show the Resource list for that group

2. Select the drop-down to select the individual you wish to add to the group e.g.
   
   

   • Note: You can start typing the name for a quicker search

3. Select the individual resources you wish to add

4. Click the

   button

5. The individual will be added to the list of resources assigned to that group

   • e.g.

Remove Resources (Individuals) from a Group

1. Select the group you wish to remove people from in the Groups table to show the Resources list for that group

2. Click the

   button associated with the individual you wish to remove from the list of individuals for that group

3. The Individual will be removed as a resource from the list for that group