Moving staff from one group to another

To move a member of staff from one group to another:

  1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Staff Groups .
  2. Select Expand to display the Practice and/or System Groups as appropriate
  3. Click hold and drag a member of staff from the bottom pane, or a group from the group list, into the group required.
    Note - If this results in an empty group, you are prompted to delete the empty group if required.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.