How to set up Group Categories

In This Article

Go to Groups > Categories in the Admin area.

Group Categories - View

Click ‘Add Category’.

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Setting up Group Category Details

Enter in the Name of the category, and give it a default color for groups to use in the calendar.

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Group Category Admins

Under the Admins heading, enter the names of the users that will be Admins of this Group Category.

v2-add-group-cat-admin

Notifications

Under the Notifications section, you can set what notifications you want sent out for groups in this category. You can also set if they are to go to the admins, or leaders, or both.

Upload a Logo to display for any groups that are assigned to this group category. Group Logos can be changed when a group has been created.

Group Category - Logo

Custom Positions

Customize the Positions for the group. Here you’ll be able to add or remove additional positions for any groups in this category by clicking on the green and red icons. By default, you always have ‘Leader’ and ‘Assistant Leader’.

Group Category - Positions

Click ‘Save’ to continue.

Setting up Reporting

Click the ‘Reporting’ tab.

Automatic Reminders

You can enable the system to send emails to automatically remind the group leaders to submit a ‘Group Attendance Report’. For full instructions, read this article.

Group Categories - Reminders

Group Reporting Template

For each of the Custom Reporting or Notes Fields you want to hide, click on the ‘Hide’ link. Once hidden, the link should be renamed to ‘Show’. A hidden reporting or notes field will also be greyed out. Click here to see how to add extra reporting fields to the reporting template.

Group Reporting Template - Fields

Reordering Group Categories

Once the Group Category has been added, navigate back to the Group Categories page. To change the order of how group categories appear, simply click the ‘Sort’ button and drag the group category into order.

Group Categories - Sort

Last Updated: 2nd November, 2015