Group Creation through Schedule Board

To establish a group service through the Schedule Board, observe the following steps.

1. Click the Schedule Board menu icon to display the schedule board.

2. Click the By Group view icon, as shown below.
   
   

   Open

   

   Schedule Board Group view

    

3. Click the Add Group Shift to display the Add Shift form.
   
   

   Open

   

   Add new group shift

    

4. Within the Add Shift form define the group service details.
   
   Input the service start time.
Input the service end time.
Select the service type.
Input optionally information into the Activity and Comments fields.
   
   
   

   
   
   

5. Click the Add Shift button to establish the service.
   
   
   

   
   
   

6. Click the Select Clients icon to display the Select Clients form.
   
   

   
   
   

7. Select the clients applicable with the group service.
   
   The Clients identified are based on the availablity of the displayed service being present within their funding.
   
   
   

    

8. Click the Add Selected Clients button to assign clients to service