Article Contents
The Group page provides Workers with a snapshot view of a group and includes the Group ID, Case Service, status, Workers, resources, Service Units, events, members etc.
To access the Group page:
Navigate to the Links sidebar on your My Home page.
Click Group List.
Enter any search criteria (if required).
Click Go.
Choose the group from the results list by clicking the Group Name.
Edit the Group
To edit the Group click the edit button located in the top right-hand corner of the screen. Once clicked you will be able to edit the items in the red box below.
Workers and Resources Section
This is a list of all Workers and Resources assigned to the Group. To add a Worker or Resource to the Group:
Click the Add link located in the top right-hand corner of the Workers and Resources section.
Select what you would like to add: Resource, Worker or Primary Worker.
If Resource is selected:
Select the Resource from the drop-down.
Select Active.
Enter a Start Date if applicable by checking Start Date.
Enter an End Date if applicable by checking End Date.
If Worker or Primary Worker is selected:
Enter the Worker’s name.
Select Active.
Enter a Start Date if applicable by checking Start Date.
Enter an End Date if applicable by checking End Date.
Click Save.
Service Units Section
For information on how to add Service Units to a Group click here.
Group Events Sections
For information on how to book a group event click here.
As of Penelope 4.16.2.0 only 20 events at a time will be displayed in the Group Events section of the Group page. It is possible to view more events by clicking the Back/Next button located at the bottom of the events list.
Members Tab
The Members tab provides information about the members enrolled in the Group including the Case name, Individual name, start date, days in service etc.
It is also possible to add members by clicking the Add link. For more information on how to add members to a group click here.
Maximum Members and Attendees
When working with groups in Penelope:
It is recommended that groups have no more than 200 members.
It is also recommended that no more than 200 attendees are added to group events.
Notes Tab
To add notes to the Group page:
Navigate to the Notes tab.
Click edit (located in the top right-hand corner of the page).
Enter your notes.
Click Save.
Notes may be used as a place to store general information about the group or more specific information about the joining requirements or fees etc.
Messages Tab
For information on how to send messages from the Group page click here.