Grouping officers makes assigning certain jobs easier. For example, you may have several officers who prefer highway enforcement or have a specific skill set, that you like to use for certain types of jobs. Grouping them makes it easier for you to connect them with certain jobs.
Groups are also very handy when you wish to limit access to jobs to specific officers. For example, some clients require additional paperwork be completed prior to working with them, these officers could be added to a group and then the user may limit access of the job to that specific group of officers.
Add a Group
This procedure adds a group name to your account, but doesn't yet populate it with officers.
- Click the New Group button.
- Type the name of the new group in the Group Name field; then click Save.
Edit a group
You can manage group members by easily adding and removing officers.
Add officers to an existing group
- In the Grouped Officers field, type the name of a member you want to add to the group; then press Enter.
- Find the row with the individual you were seeking and click the shield icon in the far right side of the row.
- Select the appropriate checkbox (you may select multiple checkboxes if appropriate) next to the group you want to add the officer to.
- Click the Update Groups button.
The officer has now been added to the group(s) you selected.
Remove officers from an existing group
- In the Groups dropdown in the upper right side of the page, select the group from which you want to remove the officer.
- Find the row with the individual you were seeking and click the shield icon in the far right side of the row.
- Clear the appropriate checkbox (you may select multiple checkboxes if appropriate) next to the group you want to remove the officer from.
- Click the Update Groups button.
The officer has now been removed from the group(s) you selected.
Delete a Group
Deleting a group involves first using the Groups search capability and then using the tool's edit function to delete the group.
- In the Groups dropdown in the upper right side of the page, select the group you want to delete.
- Click the blue pencil icon to the right of the group name.
- Click Remove Group.
- Select whether you want to move all officers in this group to another group or whether you want to delete the group entirely; then click Confirm.
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