You can create groups to organise workers, control visibility, or manage specific scenarios, such as placing temporary or inactive workers into a separate group.
To create a new group, follow these steps:
Click Settings, then click Group.
đ Note: If you canât see this option, log in using a supervisor account.
In the bottomâleft corner, click Add.
Enter a name and description for the group.
Click OK.
Restart Business Manager.
The new group is now available in all groupârelated fields.
Make workers in a group inactive during visit allocation
If you want workers in a specific group to be excluded when allocating visits, follow these steps:
Open the Suitable Worker Search window.
Click Active.
Rightâclick the filter, then click Properties.
Add the following parameter: Groupref <> Inactive AND.
Click OK.
Workers in the specified group no longer appear when allocating visits.