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Introduction to Post Groups

Post Groups provide a way to create a collection of Posts across your org chart. You can think of them as teams. Once created, Post Groups are used in the following features:

  1. Knowledge Items - use Post Groups to assign Knowledge Items using Responsible Posts.

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

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


Create a New Post Group

  1. Click Settings

  2. Expand your Organization

  3. Click Post groups

  4. Click New Post Group

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

  6. Add Filter - Select Org Areas, Hats, Posts, Member Statuses or Location

  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 Post 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 Post group will be displayed in the Knowledge item

  11. Sequence - This is a number which determines how the Post group is sorted. Lower numbers are sorted first. Same numbers are sorted alphabetically. Leave blank to sort last.

  12. Global - A global post group shows up everywhere. A non global post group only shows up under Knowledge Responsible Posts.

  13. Click Create Post Group

See also

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Post Group Logic Examples

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

Post Group Logic Example 1

Post Group to include all permanent staff in USA and Australia.

Logic = (1 OR 2) AND 3

Post Group Logic Example 2

Post Group to include all permanent staff except those in Australia.

Logic = 1 NOT 2

Post Group Logic Example 3

Post Group to include all permanent Sales People in Australia.

Logic = 1 AND 2 AND 3

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