If you have got groups set up on your account you can choose to use the Group Filter View. This is found at the top of your screen and allows you to select between different groups or select all groups.
The benefit of this function is that it makes sure you load up the information that is relevant to you, more easily. For instance, if you have set yourself as the North Group as per the example above, when you visit the pages listed below, your filter will automatically be selected as the North Group:
- Day Overview
- Week View
- Compact View
- Live Status (premium)
- Patient week planner
- Patient jobsheets
- Leave planner
- Staff availability
- Staff jobsheets
- Search Results
This means you don't accidentally load up information for the whole company in error. You can of course, change the set of information you want to look at, and you can change your overall group filter to another group or for the whole company at any time.
How to use Groups
Groups are a way of grouping Patients together and staff into a team. It is useful if you have more than one office you run your business from, or if you have staff that work in specific geographic areas or you have care managers that run their own teams.
To create a group, go to Settings -> Group
Start with adding in the Name of the new group. You can set a colour to differentiate this group against the other groups.
The On Call Contact Email and On Call Contact Telephone allows you to set a staff member on call to receive Safety and Silent alerts from mobile users who are out on the field. Here is a support article on how to set up lone worker features.
The Start At and End At times allows you to set the core hours of a group. For example, if this group was a night time group, the hours may be 8pm till 8am. This is useful in creating a default for the visits that will be shown in the Compact View. So, night time group will see their night time visits for the day rather than it being mixed with the morning groups visits.
The 'Route back to origin at end of schedule' will allocate the staff members in a way which leaves their last few visits towards the end of their day finishing closely to where they started.
If 'Allow allocation for alternative staff when default staff is unavailable' is enabled, it will allow the auto-schedule to allocate another trained and available staff member to be allocated to the visit if the default staff member is currently unavailable. If this is un-ticked, it will leave the visit unallocated.
Adding a Staff Member to a Group
Once your groups have been created, go to Staff/Carers -> View All Staff/Carers -> Click on the staff member you want (alternatively you can search for the staff member you want using the search bar in the top right hand corner).
Then click on Edit carer/staff -> Assign this Carer/Staff to a Group -> Hit Save.
Adding a Patient to a Group
Once your groups have been created, go to Patients -> View All Patients -> Click on the Patient you want (alternatively you can search for the Patient you want using the search bar in the top right hand corner).
Then click on Edit Patient -> Assign this Patient to a Group -> Hit Save.
Using Groups on the Visits Views
Once you have created your groups and assigned your staff to groups, you can use the groups to only display some staff on the day view, day overview and week view. On these pages, next to the date, you can select to show a specific group only. Choose your group -> Hit Load. You can show all staff again, by selecting all staff/carers -> Hit Load.
Using Groups on the Patient Week Planner
Once you have created your groups and assigned your Patients to groups, you can use the groups to only display some Patients on the Patient week planner. On this page, next to the date, you can select to show a specific group only. Choose your group -> Hit Load. You can show all Patients again, by selecting all Patients -> Hit Load.
To edit a group name, you can do so by going to Settings -> Groups then find the group you would like to rename or change the colour of, and click on 'Edit', this will take you to a page that will give you the ability to change the colour of the group or rename the group.
To delete a group, you can do so by going to Settings -> Groups then find the group you would like to delete, from here you will see a red Delete button that will completely remove the group from Civica Scheduling and unassign it from any assigned Staff, Patients and Sites. Please note, Civica Scheduling prevents groups from being deleted if it has events attached to it; if this is the case, the user will receive an error message to state this.
- How do I bulk assign groups to staff/service users?
- Why are other groups appearing when I filter by a single group?