In order for the Staff Carers (i.e., teachers, club coaches, team managers, supervisors, etc.) can see the member's profiles or the responses to an eForm, the administrators need to assign them to groups and eForms. There are four ways of on how to do this.


1. Drag and Drop

2. Clicking the three horizontal lines of Staff Carer

3. Clicking the three horizontal lines of a group or eForm

4. Using the "Edit Matrix"


Drag and Drop

        

1. Highlight the Carer or multiple Carers you wish to assign to a Group or eForm by selecting them with one left click. Colors of highlighted Staff Carers will turn to Green. Below, Shiela Jones and Mark Lee have both been selected.

     




2. Drag your selected Carer/s over to a Group or an eForm, and drop them onto the desired box.

     



     


3. The Staff Carers who were selected will be added to the Group or eForm you drop them onto. 

Clicking the three horizontal lines of a Staff Carer


 

1. Click the three horizontal lines icon of a Staff Carer.

     


2. Tick the group and/or eForm you'd like the Staff Carer to be added to, then click Save. You may select as many Groups/eForms as necessary.

     



Clicking the three horizontal lines of a group or an eForm 


Group:


1. Click the three horizontal lines icon of a Group.
     

 

2. Click Assign Staff Carers to Group on the left panel.

      


3. Tick the Staff Carers you'd like to add to the Group then click Save. You may select as many Staff Carers as necessary.

     


  

eForm:


1. Click on the three horizontal lines icon on an eForm.

     


2. Click Assign staff carers to eForm.

     

 

3. Tick the Staff Carers you'd like to add to the eForm and then Save. You may select as many Staff Carers as necessary. 

     



Using the Edit Matrix


1. Click the Edit button in the Staff Carers section.

     


2. On the right side of the Staff Carers' names, you'll see boxes aligned to Groups and eForms per column. Tick the applicable boxes to assign, and click Preview Changes. In the example below, John Burns was assigned to Group Year 6 and to eForm Year 6 Camping.

     



3. Click Confirm if the shown changes are correct. Otherwise, click Back.