For Community and Group Edition

In order for the Staff Carers (i.e., teachers, club coaches, team managers, supervisors, etc.) to see the member's profiles or the responses to an eForm, the Administrators need to assign them to groups and/or eForms. There are three ways to do this.

A. Drag and Drop

B. Clicking the three horizontal lines of a group or eForm

C. From Staff assignment section

A. DRAG AND DROP

1. From student/member section, highlight the Staff Carer or multiple Staff Carers you wish to assign to a Group or eForm by selecting them with one left click. The color of the selected Staff Carers will turn Green.

2. Drag your selected Staff Carer/s over to a Group or an eForm, and drop them onto the desired group or eForm when that group or eForm also turns green.

eForm:

Group:

3. The Staff Carers who were selected will be added to the Group or eForm you drop them onto after you click on the pop-up to Proceed.

B. CLICKING THE THREE HORIZONTAL LINES OF A GROUP OR AN EFORM

Group:

1. Hover your mouse over the group icon and click the menu icon once it shows up. Then click View/Edit Group Details.

2. Click Assign Staff on the left panel.

3. Tick the Staff Carers you'd like to add to the Group then click Save. You may select as many Staff Carers as necessary.

eForm:

1. Click menu icon on an eForm.

2. Click Assign Staff.

3. Tick the Staff Carers you'd like to add to the eForm and then Save. You may select as many Staff Carers as necessary.

C. FROM STAFF ASSIGNMENT SECTION

1. From the student/member's section, go to staff assignment. Look for the staff profile or search for the staff profile name using the magnifying glass icon.

2. Click on 3 lines or staff profile menu

3. The next page will display the list of student/member Groups and eforms. Check the groups/eforms that you wish to assign to staff. Click on Save once done.

How does an Administrator assign Staff Carers to a group or an eForm? (Community and Group Edition)

A. DRAG AND DROP

B. CLICKING THE THREE HORIZONTAL LINES OF A GROUP OR AN EFORM

eForm:

C. FROM STAFF ASSIGNMENT SECTION

1. From the student/member's section, go to staff assignment. Look for the staff profile or search for the staff profile name using the magnifying glass icon.

2. Click on 3 lines or staff profile menu

Comments

A. DRAG AND DROP

B. CLICKING THE THREE HORIZONTAL LINES OF A GROUP OR AN EFORM

eForm:

C. FROM STAFF ASSIGNMENT SECTION

1. From the student/member's section, go to staff assignment. Look for the staff profile or search for the staff profile name using the magnifying glass icon.

2. Click on 3 lines or staff profile menu

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