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Add Workgroup Assignments to a Group

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Use the Workgroup Assignments form in myEvolv to assign a team of staff to a group. Each team member has a worker role with the workgroup that gives each staff member appropriate access to services/events for each client or family.

  1. Go to: Groups > Group > Information > Work Group Assignments.
  2. Search for and select a group.
  3. Select Add New then Group Workgroup Assignment.
  4. On the Direct Workgroup Assignment Groups [ADD] form, enter the following information:
    • Workgroup - Click the magnifier button to search for and select a group of staff members.
    • Units/Room/Classes - If applicable for the profile, you can assign this worker to a specific class/room/unit.
    • Date-Time From - Date and time this assignment started.  Staff will not be able to enter in services with a date before this date.
    • Date-Time To - Used to end a worker assignment.  Staff will not be able to see nor add services after this date.
  5. Select Save.

Delete a Workgroup from a Group

You should only use the Delete action when a workgroup is accidentally assigned to a client group. Otherwise, use the Date-Time To field to end the workgroup's assignment to the client group.

  1. Go to: Groups > Group > Information > Work Group Assignments.
  2. For Select Group, enter the name of the group to modify and press your Enter key.
  3. In the Select Group window, search for and select a group to modify.
    Result: The list of all workgroups assigned to the client group displays.
  4. Find the workgroup to remove and select Actions, then choose Delete Record.
  5. On the Direct Workgroup Assignment Groups [DELETE] form, select Delete.
  6. Select OK in the popup window to confirm the deletion.