Custom Groups
To access: System → Set Up Custom Groups
Custom Groups are used to organize records into groups that can be applied for reporting as well as filtering on the Dispatch Board and Planning Board.
Creating a Subgroup
Subgroups can be created under any main category by clicking the green plus sign next to the category. This opens a menu with the following fields:
Field | Description |
Name | The name of the group being added. |
Description | A brief description of the group's purpose. |
Category | Check this box if the group should be a Category. Categories appear as top-level headings on the Dispatch Board and Planning Board. |
Use for Planning | When checked, this group will be available for use on the Planning Board. |
Use for Dispatch | When checked, this group will be available for use on the Dispatch Board. |
Categories are the top-level headings used on the Dispatch Board and Planning Board. Subgroups are created beneath them to organize records.
Example: To set up a Dispatchers group, create a category called Dispatchers, then add individual dispatcher groups beneath it. On the Dispatch and Planning Boards, users can then select the Dispatchers category and choose which dispatcher groups they want to display.