Creating and Managing Groups

In this article we will walk you through how to create new groups and manage existing ones, along with their linked users.

Begin by clicking the settings icon in the top-right corner of your screen, then select Groups from the left-hand menu.
On the screen that opens, click the Create New Group button in the top-right corner.

 

Enter a name for your group, then select and link the facility or facilities the group will apply to.

If this is a public group that users can assign themselves to, select the Allow User Self Assign Groups checkbox.
If this checkbox is left blank, only a facility administrator will be able to assign users to the group.

Once you’re done, click Save.
 

Once you have saved your new group, it will appear on the list in the groups page.

After a group has been created, it cannot be deleted, but it can be edited and renamed from this screen.

On this screen you will be able to:

• View and manage the linked facilities
• View and remove users who are assigned to the group
• View and manage Auth Types from Re-Authorisation (Extensions)
• View and manage whether the group is User Managed or Private
   

To edit the Group Name, double-click in the field to open the edit function.

To update the linked facilities, click once in the field. A pop-up window will appear, allowing you to add a facility by selecting it from the dropdown options, or remove a facility by clicking the “x” next to the facility name.
 

 

To view the users currently assigned to a group, click View in the Users column. A pop-up window will appear displaying all users linked to that group.
To remove a user, click the Remove from Group icon next to the user’s name.

If a user is removed in error, they will need to be reassigned via their user profile.





For Auth Types, each group that is linked to the Extensions / Re-Authorisation screen would need to be linked to an Auth Type 
(Auth Type = Column on the extensions dashboard)
Notifications will then be triggered based on whether you are assigned as an attending clinician, the groups you belong to, and which clinician column’s status was updated on the Extensions dashboard.

To change or add an Auth Type, double-click in the field and select the appropriate option from the dropdown menu.





Under the User Managed column, you can see which groups users are able to assign or unassign themselves from, and which groups are private.
You can update these settings by selecting or deselecting the checkbox next to each group.





To assign a user to a private group, open the user’s profile and select Edit. From the available dropdown, choose the appropriate group(s).
Once complete, click Update User.





We appreciate you taking the time to read this article. For any additional questions or queries, kindly reach out to Healthware Support.