What Are Groups?
Groups allow you to break your workforce into different sets of workers. Each group can then be managed by a different dispatcher who looks after a specific subset of your jobs. This can be useful if you have:
- Groups of Workers with different Skills (Sales vs Trades, Repair vs Maintenance, Plumbers vs Gasfitters, etc..)
- Divisions in different regions (North Island vs South Island, East Coast vs West Coast, etc...)
- Workers in different timezones (EST vs CST vs PST) as each group can have it's own time zone setting.
Why should I use Groups?
Using Groups will help you manage your different workers more efficiently. You will save time searching for specific workers when they are grouped by specific criteria e.g. location, skills, experience etc. Grouping these workers gives you a faster and more efficient method of choosing the right worker for the job.
How do I enable Groups?
Groups is a vWork Optional Feature and is disabled by default. If you wish to enable Groups for your account, please email firstname.lastname@example.org. One of our team will be in touch to discuss your requirements and enable this feature for you.
How do I set up Groups?
Once groups have been enabled for your account, you can set them up in Settings>Users>Groups.
Click the Add Group button.
Then add the name of the group and a description. You can select which users should be in this new group.
Please ensure that you include any dispatchers or administrators that need access as well as the workers.
How do I use Groups?
Once your Groups have been created you will see a drop-down menu in the top right corner of vWork which allows you to switch between groups.
It is only possible to view one group at a time.
When you create new jobs or templates, you can also select which group (or groups) these should belong to.
Some Tips on Setting Up Groups
Searching across Groups
If you have access to multiple groups and need to search across those groups, you can use our Groups:Any Search filter in the Jobs tab search box.
In the example below we are searching for number '806' across all groups.
If you delete a group, all jobs in the group will switch to 'No Group' and will only be viewable by users with all group permissions (they have no groups ticked in their user permissions).
Alternatively, you can search for the jobs using the Groups:Any search filter.