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Using Position groups in Knowledge & Objectives

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Written by Support
Updated over a year ago

In this help doc

Introduction to Groups

Groups provide a way to create a collection of positions across your Team Chart. You can think of them as teams. Once created, Groups are used in the following features:

  1. Knowledge Items - use Groups to assign Knowledge Items using Responsible Positions.

  2. Notifications - use Groups to determine who should or should not receive certain Notifications.

  3. Filter Views - use Groups in Knowledge and Objectives to quickly find what you are looking for.

Create a New Group

  1. Click Settings

  2. Expand your Organization

  3. Click Groups

  4. Click New Group

  5. All Positions - this is used specifically when employing the Location Filters. You can also select a specific position.

  6. Add Filter - Select Team Charts, Teams, Team Types, Roles, Role Responsibilities, Positions, Position Custom Attribute, Member Statuses, Member Custom Attribute or Location.
    ​NOTE: For more info on Position Custom Attributes, see Create a Custom Attribute Field and Example - Create a Custom Attribute for a Position
    For more info on Member Custom Attributes, see Create a Custom Attribute Field and Example - Create a Custom Attribute for a Member

  7. Select a location

  8. Logic - in this example we've filter by Location. This means only those in the USA will be selected. For more examples see Group Logic Examples below.

  9. Choose a Name for the group

  10. Use name when displaying in a knowledge item - When checked, the name of the group will be displayed in the Knowledge item

  11. Global - A global group shows up everywhere. A non global group only shows up under Knowledge Responsible Position.

  12. Click Create Group

See also

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Edit a Group

  1. Click Settings

  2. Expand your Organization

  3. Click Groups

  4. Click Edit on the desired Group

  5. You can modify current filters

  6. Add Filter - Select Team Charts, Teams, Team Types, Roles, Role Responsibilities, Positions, Position Custom Attribute, Member Statuses, Member Custom Attribute or Location.
    ​NOTE: For more info on Position Custom Attributes, see Create a Custom Attribute Field and Example - Create a Custom Attribute for a Position
    For more info on Member Custom Attributes, see Create a Custom Attribute Field and Example - Create a Custom Attribute for a Member

  7. Logic - Modify the logic, if needed. For more examples see Group Logic Examples below.

  8. You can change the Name for the group

  9. Use name when displaying in a knowledge item - When checked, the name of the group will be displayed in the Knowledge item

  10. Global - A global group shows up everywhere. A non global group only shows up under Knowledge Responsible Positions.

  11. Click Update Group

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Group Logic Examples

Group Logic provides a way to dynamically select positions from your Team Chart. In this example we use Location and Member Status filters but you can use any of the filters provided.

Group Logic Example 1

Group to include all permanent staff in USA and Australia.

Logic = (1 OR 2) AND 3

Group Logic Example 2

Group to include all permanent staff except those in Australia.

Logic = 1 NOT 2

Group Logic Example 3

Group to include all permanent Sales People in Australia.

Logic = 1 AND 2 AND 3

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