Creating groups to organize different departments schedules

Creating groups to organize different departments schedules

1. Open App Settings.
2. Select List Items.
3. Click on Schedule.
4. Then choose Groups

Steps to Add and Organize Groups:
1. Click the Add button.
2. Enter the department or group you would like to include, ensuring schedules are
        grouped and organized accordingly.
3. Select the Save (diskette) button to confirm your entry.
4. Once all desired groups have been added, click OK to finalize the process


Assigning an Employee to a Schedule Group:
1. Navigate to Management and select Employees.
2. Locate the employee you wish to add to the new schedule group.
3. Open the employee record and click Edit.
4. In the Default Group field, click the three dots (…) to open the selection menu.
5. Choose the appropriate group for the employee.
6. Assign a Default Bay Number, beginning with 1.




Viewing Groups in the Schedule:
1. Navigate to Schedule.
2. Use the Refresh button to update the view.
3. From the Group dropdown menu, select the desired group to display the schedules.


Creating Invoices with Group Assignment:
• From the Job Details tab, use the Group field to ensure the invoice information is placed within the correct schedule.




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