Skip to main content

Set up a group

  1. Last updated
  2. Save as PDF

Enter general information about a group that includes the type of group, program providing services for the group, and the group schedule or schedules.  

Prerequisites: 

  • Group events have been set up.
  • Group events have been linked to a program.
  1. Go to: Groups > Group > Information > General Information. 
  2. Search to see if the group you want to add already exists.
    Result: The Select Group window opens.
  3. Choose New to create a new group.
  4. Select the Is Active checkbox to make the group active.
  5. Enter the group Name.
  6. Optional. Select the Type of group; this can be used to categorize the group, such as Therapy, Training, and so on. 
  7. Choose the Program that provides services for the group. 
  8. Select the Main Service Location where the group can receive services. 
  9. The Currently Accepting Placements option is used for reporting purposes. Selecting this option does not prevent adding new members. 
  10. For Classes and Units, enter a description and unit number. At least one unit is required. This information allows for having multiple units or classes within a group. For example: An agency operates a smoking cessation group. Within the group their are different units based on length of time a group member has been smoke free: 0-3 Months Smoke Free, 4-6 Months, 7-12 Months, and so on. Group members can then be moved from one unit to another to track progress. 
  11. Enter group Schedules that further define when a client can receive the group services.
    Note: Every group must have at least one schedule. You can add multiple schedules for a group. 
    • Complete all required fields, and select the day(s) the group is available. 
  12. For Additional Information, add any remarks or comments about the group.
  13. The Services that can be Provided is a read-only list of services defined in the program setup.
  14. Select Save.
► See also