How to create/manage groups

    in Admin Dashboard

    Groups are another way of separating your students. While a student can only be a member of one tracker, they can be a member of unlimited groups. A group could encompass a large team, or apply to just those students at a specific campus. You can also build requirements that only apply to certain groups. This is important because if a group of students requires an extra immunization or form, only the students in that group will be prompted to complete that requirement. Students who are not a member of that group will not see or complete the additional requirement.

    • Step-by-Step Instructions
    Go to Admin Dasbhoard.

    Go to Groups.

    This screen will show groups associated with this school. Within this screen you can view the number of requirements associated with a group and the number of students in a group.

    • Tips and Tricks

    Groups that are associated with a requirement cannot be deleted.

    How to add more than one student to a group
    Holding the Control key while clicking students’ names will allow you to select more than one student.
    How to add a new group
    Click New Group.

    Create the Group Name.

    You can filter by Tracker.

    Highlight the students in the Available column.

    Click the arrow to move the highlighted students into the Selected column.

    Click Save.

    How to add a student to an existing group
    Click Edit for the appropriate group.

    You can filter by Tracker.

    Highlight the students in the Available column.

    Click the arrow to move the highlighted students into the Selected column.

    Click Save.

    How to remove a student from an existing group
    Click Edit for the appropriate group.

    Highlight the students in the Selected column.

    Click the arrow to move the highlighted students into the Available column.

    Click Save.

    How to reorder groups
    Click Reorder.

    Use the arrows to reorder the Groups into the desired order.

    Click Save.

    • User Permissions Required For This Guide
    Administrator Only

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