Groups
Group Triggers
Group triggers are similar to eForm triggers and can be used to trigger actions in both Static Member groups and Dynamic Member groups. Triggers actions can be set to activate when a member is added or removed from a group These actions include: ...
How to import groups into Operoo? (Group Edition)
To import a group or modify an existing group, please follow these steps: 1. Prepare a CSV file which contains the following columns: group_name - this is the field that will be used to match or create Groups records. member_ids - comma-separated ...
How does an Administrator archive a single group? (Community and Group Edition)
For Community and Group Edition 1. Hover your mouse over the group icon and click the menu icon. Choose Manage this group. 2. Select Archive Group on the left-hand side menu. 3. Enter your password once prompted and then hit the Archive button.
How to export student medical conditions in Operoo (Group Edition)
For Group Edition Follow the instructions below to export medical conditions in Operoo. 1. Click on Reports and Archives 2. Choose CSV Export Student Medical Conditions. The export will automatically download as a CSV file. 3. Open the downloaded ...
How does an Administrator view the details of an archived group, profile, or eForm? (Community Edition)
For Community Edition To assist with record-keeping requirements, we've created a searchable archive that gives the administrators an access to details of Groups and eForms that occurred in the past and consented Care Profiles that were shared with ...
How does an Administrator create groups (Drag and Drop/Manual)?
For Community and Group Editions Administrators can manage Profiles by putting them in one or more groups. Staff Carers can then be given access to Groups. An eForm can be sent to all Profile Owners in a Group. To create a Group, follow these ...
How does an Administrator delete a Group?
For Community and Group Editions Administrators can delete the groups if it's no longer needed in the organization's Operoo account. Here are the steps on how to delete a group. Important Notes: Deleting a Group requires the group to be emptied. ...
How does an Administrator assign Staff Carers to a group or an eForm? (Community and Group Edition)
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. ...
How does an Administrator add a sub-group?
For Community and Group Editions Administrators can add a "sub-group" under a group. Adding a sub-group allows the organisation to easily locate the profiles that are already part of a group. To add a sub-group, please follow these steps. 1. Log ...
How does an Administrator archive multiple groups? (Community Edition)
For Community Edition This article details the steps that the administrators can follow to archive the existing groups of the organisation's Operoo account. This is very handy during roll-over for schools or if the organisation simply wants to create ...
How does an Administrator add members to a Group or an eForm using the "Bulk Add Members" feature?
For Community and Group Editions Administrators can add members to a Group or an eForm using the "Bulk Add Member" feature. Profile IDs (e.g., Student's ID, Club Membership Number, Employee IDs) are needed to perform this action. This feature can ...
How does an Administrator remove Staff Carer's access to eForms and groups?
For Community and Group Editions Removing Staff Carer access is similar to the way in which the Staff Carer was originally assigned to an eForm or group. For further information, please check this article: How does an administrator assign Staff ...
How does an Administrator edit a Group?
For Community and Group Editions Administrators can update the Group Name, Timezone, Parent Group and Assigned Color of an existing Group by following the steps outlined below. Please note that these steps are only applicable for groups that are ...
How does an Administrator restore an archived Group? (Community Edition)
For Community Edition Administrators can restore an archived Group by following these steps: 1. Click on Reports/Archives icon on the lower left part of the page. 2. On the left-hand side menu, choose either View Student/Member Archives or View Staff ...
How does an Administrator assign a Staff Member to view the profiles of the other Staff Members?
For Community and Group Editions Some Organisations will require the Staff Members to create and share their profiles. An Administrator can authorise a certain Staff Member or Staff Members to view the profiles of the others. This would be applicable ...