Skip to main content

Create a new group

In this article, we explain how to create a new group and how to exclude that group when allocating visits.

L
Written by Lauren Camish

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:

  1. Click Settings, then click Group.

    📌 Note: If you can’t see this option, log in using a supervisor account.

  2. In the bottom‑left corner, click Add.

  3. Enter a name and description for the group.

  4. Click OK.

  5. Restart Business Manager.

The new group is now available in all group‑related 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:

  1. Open the Suitable Worker Search window.

  2. Click Active.

  3. Right‑click the filter, then click Properties.

  4. Add the following parameter: Groupref <> Inactive AND.

  5. Click OK.

Workers in the specified group no longer appear when allocating visits.

Related Articles
Did this answer your question?