How do I Create User Groups?

Objective

Create a new user group

Environment

PolicyStat

Procedure

Ensuring users have both read and acknowledged a policy's content can be critical for both legal and procedural reasons.
Groups of specific users (e.g. - all staff nurses, oncology lab employees, etc.) may need to view and acknowledge the same policies. Acknowledgments may be assigned on a user-by-user basis, but PolicyStat also simplifies the assignment process by user groups for assignment purposes.

Ideally, if your site is connected to your internal Active Directory, you will sync those groups over to PolicyStat instead of manually creating and maintaining those groups.  Go here for more information on AD group syncing.

A benefit of User Groups is that they can be invited to comment and collaborate on draft/pending versions of policies.

For more about assigning and viewing acknowledgments, see this article: How do I Assign Acknowledgments?

An All Users group for a PolicyStat site can be set up by enabling the Smart Groups function located under the Site Configuration Admin menu. This allows an automatically created and maintained user group to exist containing all the active users in your site. As users are added or deactivated in PolicyStat, they will be added or removed from the All Users group. It may take up to 48 hours to see the changes in the groups if users are added or deactivated and please allow up to 48 hours for the All Users group to appear. It is still a best practice to manually remove deactivated users from any user group, regardless of whether or not it is a Smart Group.  For manually managed groups, deactivated users must be manually removed from user groups. When editing the group, there is an indicator next to the name of users that are inactive and should be removed from the group.

1. Open the Manage menu in the top navigation and select User Groups.
   • In the Legacy layout, click the User Groups link on the right side of the home tab.   
2. From the User Group Management screen, click Create User Group.
3. Enter a Group Name and add Users to the group.
4. Click Create User Group when ready to establish the group.