Managing Groups

The article covers the following topics:

• What is a Group?
• Groups in the FLOW Screen Sidebar
• Groups in Settings>Organization>Group

What is a Group?

Groups are added in an Area to create meaningful divisions, departments, projects, cost centers, teams, etc.,, to organize all of the jobs and employees into a schedule and/or employee timecards.

To Create/Add a Group the FLOW Screen Sidebar

1. In the left Sidebar, select the Area you wish to add a Group to. 

2. Click on Add Group, either in the left Sidebar (+)  or in the Area Pane.
   WorkSight opens the Add Group Dialog. The Area field is pre-populated

   

3. Fill in the Group Name

4. Click on Save or press Enter to save changes
   WorkSight saves the Group under the Area and displays it in the left Sidebar and in the Area Pane

Group Options in the FLOW Sidebar

Various options are available in the Group options menu (...), next to the Group name in the Sidebar.

1. In the left Sidebar, click the three-dot icon next to the Group you want to edit.

2. From the drop-down menu displayed, you can:

   1. Rename a Group

   2. Duplicate Group. All Jobs for the group are duplicated into a new Group in the original Area. Job Properties are duplicated; Assigned Employees are not duplicated. When duplicating a group, the end date is set to indefinite (yyyy-mm-dd) if left blank.

   3. Delete a Group, if no jobs are associated with it

   4. Archive a Group, if no jobs are associated with it

   5. Unarchive a Group

Groups in Settings>Organization>Group

The Settings home page is designed to give you the tools you need to configure WorkSight FLOW. It’s the place to go if you need to change something.

1. Click your profile photo; select “Settings”.
   FLOW loads the Settings Page.

2. In the left sidebar, select the arrow next to Organization and select Group
   The Main Pane will now show a list of groups for the organization

3. f you wish to add a Group click on + Add Group button; 
   
   
   
   

4. Complete the Group fields :

   • Group Name: Type in the name you wish to call the Group

   • Code: Type in a code associated with the Group

   • Tags: Tags allow you to categorize, filter and denote additional information.  Multiple tags needed for the Group to assist in searching etc. can be created in this field

   • Area: Select the name of the area the group is associated with

5. Press Save or Enter to save your changes.
   The Group will appear as a card or line in the Group window in Settings and in the Plan Navigation Sidebar under the Area it is associated with.

To Edit a Group in Settings>Organization>Group

1. In the left sidebar, select the arrow next to Organization, and select Group
2. Click the pencil (edit) icon in the bottom left corner of any of the Group cards. The right pane displays Group Details.
3. Update the Group field(s) in the right pane
4. Press Save

Group Options In Settings>Organization>Area

Click the three-dot (…) icon at the top of the right pane and select from the Group Options menu

From here, you can:

1. Add a User Defined Field (UDF)
   See Creating and Managing a User Defined Field (UDF)

2. Delete Group

3. Archive Group

4. Unarchive a previously archived Group