Groups

Groups are the corner stone of infoodle, helping to keep people organised. Groups are useful for a number of different purposes: Contact people in bulk Marking attendance to an event Recording volunteer hours Rostering people Exporting l...

Topics Covered Basics of the infoodle Groups feature

Groups are the corner stone of infoodle, helping to keep people organised. Video - How to create a group - (6:23) On the Dashboard , click the + menu on the header bar (top right). On the dropdown Add menu ...

Sometimes the aspects of a group may change. Read on to learn how to edit a group. Locate the group you want to edit. Click the Edit button and the Edit Group panel appears. Go through and make any changes to the Group that are requi...

Infoodle uses powerful search tools to bring up a groups details in real-time! Check out the instructions below on how to Search for a Group . Select Groups from the Navigation bar/menu. Start typing in the name of the group you're look...

There are occasions when you need to move a group to either be a sub-group of another, or to pull a sub-group out of a list of groups to be it's own Primary group. This can occur when your organisation structure changes or you decide you can work th...

Infoodle has many ways of managing groups that are inactive or no longer used. Deleting a group will also delete it's history from infoodle so you may not want to do this. As an alternative, infoodle provides the option to expire or hibernate grou...

Reporting is a powerful tool in infoodle for finding information on Groups. Read on for information on generating reports on Groups. In the Reports section, select one of the many Group related filters as a criteria for a report. Selec...

Can I export a Group's details to an excel spreadsheet, plain text file (cvs), pdf form and attach it to an email or print it out? Yes you can! Select Groups from the lefthand Navigation menu. Find and open the group and/or subgroup that you...

Advanced Search is more comprehensive than standard Search . It can be used to Search through many different filters and categories in infoodle, including Groups . Select Groups from the Navigation bar/menu and click Advanced Search...

Infoodle can provide a group with extra security or functionality. Here are some additional settings that can be applied to Groups, if appropriate: Admin Only: The admin only flag ensures that only people who are current administrator member...

Group permissions control how a person can view a group when the user logs in to infoodle. Permissions are set when a person is first added to a group, and can be edited later. If you have a group structure with Primary or Parent groups tha...

There are multiple ways to add people to a group. Person's profile page - under the Groups tab on the person's profile, click the Add button and search for the group you wish to add them to. Infoodle will prompt you for details on the ne...

There are two ways to remove a person from a group. Infoodle recommends setting a person as a past member to preserve their group history, but it is also possible to delete a person from the group. Past members still appear in group lists, with a Pa...

Infoodle allows you to expire or hibernate groups that are currently not in use, or will not be used. This preserves the groups history and details. Hibernating or expiring a group will also affect its Subgroups . Hibernation: Hibernated groups...

Infoodle allows you to subdivide groups into smaller groups, called subgroups. It is possible to create multiple subgroups and even sub-subgroups. It is also possible to shift one group to become the subgroup of another. Select the group to ...

Admin groups are locked. This means the number of people who have access to them are limited. Admin groups gives the administrator of the group control over who leaves and joins the group. They override the permission Maintain all Groups to ensure...

A group is made up of people with different functions in relation to the group. For example they might be a team leader or an attendee. For information purposes infoodle allows you to display the function that each member has. To assign a fu...

People have all sorts of different skills and you can record them in a Group under the Team skill dropdown list. It is also possible to display more than one skill per group member. From the Group page click on edit next to the person you ...

Tasks in this context implies any administrative work to be done in infoodle e.g. To-Dos, Rosters, Event Organisers and Library, and more. When a group has Tasks ticked it can be selected from a drop down list of groups for To-Do's , Rosters or...

What does this mean? The Content being referred to here relates to Notes and access to Docs . You are able to control which group is able to see any note and what documentation or files stored in the Library people in the group have access to...

If you would like to keep track of attendance this can be done manually via Groups and Manual Attendance Tracking , as described below. For a more automated system, see our integrated Check-In System for recording attendance. To use this system...

Where ever possible infoodle seeks to help you reduce time spent in administration and double handling. You can make a bulk change in several different areas: Group permissions. Create and send logins to a group. Change all groups Tasks an...

In order to keep the group structure intact i.e. Parent Groups and sub groups, it may be necessary occasionally to sync your groups. Here's how to check if your groups are in sync! Select Administration on the Navigation bar/menu. Select Gr...

The fields available in Groups, such as Function and Team skills are generally all you need. However infoodle makes it easy to customise Groups fields to suit your organisation. Follow the steps below to add your own Custom Fields: Selec...

You may find occasion when you are required to move all the members of a particular group to a new group, and have them removed from the old group. For instance: If you have a workflow that has a number of steps and is repeated quarterly, with t...