Creating Filter Groups

Filter Groups are a feature on the Scheduling Dashboard that allows you to filter out who is on the schedule. You can choose a filter group to determine what shifts, clients, and caregivers stay on the schedule to view. To learn about using the Filter Groups feature, follow the instructions below.

To create a Filter Group:

1. From the Menu select Menu>Scheduling>Filter Groups

2. Select the pencil/pad icon to Create Filter Group.

3. Next name the group in the Group Name field, select if you would like the group to consist of Clients, Staff, or All. After that option is chosen select which clients or staff you would like to be included in the filter group. Once completed, select Save. 

4. That filter group has now been created to be used in the Scheduling Dashboard.

How to apply filter group in Scheduling Dashboard:

1. In the Menu select, Menu>Scheduling>Scheduling Dashboard.

2. Select the which view you would like to use for scheduling, Clients or Staff. After selected, choose the Use Filter Group option the toolbar above the schedule.

3. Once that option is selected a pop up will give the option to select which filter group you would like to apply. Choose which group and select, Apply Group.

4. You will then see the clients and/or staff that are in that filter group listed below the dates. Click, Apply Filter option to apply this filer to the schedule. 

5. To remove the filter you can either click the x add the end of each name or select the Clear selected users icon the right of the name, then select the Apply Filter icon. 

NOTE: You can also access the filter groups section by after selecting the Use Filter Group icon from the dashboard. When the pop up appears you can select create a custom filter group. This will take you into the Filter Group section directly. 

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