Maintaining Staff Groups

To update a group description:

1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Staff Groups .
2. Either:
   • Right click on a group heading in the left-hand pane and select Edit Group, or
   • Highlight the group required and select Edit .
3. The Staff Group - Edit screen displays, update as required.
4. Select OK to save.

To delete a group:

1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Staff Groups .
2. Right click on the group no longer required and select Delete Group.
3. The Staff Group - Delete screen displays, select OK to confirm.

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 - Some system created staff groups must have at least one member of staff in them.

To remove a member of staff from a Staff Group from the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Staff Groups and either:

• Drag a staff member from the left-hand tree view on to the list view in order to remove that staff member from a group,
• Right click on a name and select Remove from within the group, or
• Right click on a staff name under a group on the left-hand tree view, and select Remove.

To remove multiple members of staff from a Staff Group:

1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Staff Groups , right click on a name and select Remove Staff Member (s).

2. The Select Staff Member - Removal screen displays, holding the <Ctrl> key, select the staff you would like to remove.

3. Select OK to save.

To remove all staff from a specific staff group:

1. From the Vision 3 front screen, select Management Tools - Control Panel - File Maintenance - Staff Groups .
2. Right click on the group you want to remove all staff from and select Remove All.

3. The Confirm Remove screen displays, select Yes to confirm:

   

4. The Delete prompt displays:

   

5. Select either:

   • Yes to delete the staff group, or

   • No to leave the empty staff group.