A Guide to Using Groups

Manage staff and service user groups from Business Settings

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Written by StoriiCare
Updated over a week ago

As you use StoriiCare, you'll notice drop down menus like this in many of the features:

These menus allow you to filter for specific service user or staff groups. The purpose is to make it quicker and easier to record and document. Rather than scrolling through hundreds of names, you can simply filter the list to show you the specific name(s) you're looking for. This is especially useful for instances where a staff member is taking activity attendance or assigning care tasks, for example.

How to Create Groups in StoriiCare

To create a staff or service user group, you will need to navigate to Business Settings (located at the bottom of StoriiCare's side bar menu) and then select Groups from the left hand side.

To create a group click on the Add button in the top, right-hand corner.

Give the group a name.

Then search for and click on each service user and/or staff member you want to put in that group. Their name should highlight once selected.

When finished, hit the Save button in the top, right-and corner.

How to Edit and Delete Groups in StoriiCare

To edit a Group you will click on the pencil icon next to it's name. Make changes to the name, select more service users, or deselect service users to remove them. Hit Save.

To delete a Group you will click on the trash can icon next to it's name.

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