Form Groups#
Form Groups are a way of creating a custom group of users. These groups are designed specifically to represent the form groups within the school.
Each member of a group has their membership dates recorded. So when a user is added to a group, the start date is recorded and when they are removed the end date is recorded. This allows you to see a history of memberships to a group as well as view various reports for historical time frames.
Creating a Group#
To create a new group select the Create option under the Form Groups section of the academic side menu and enter the required information:
Required Fields
Name - The groups name.
Optional Fields
Description - A description to help identify the group.
Once the desired information is entered, click the Create Group button. Once saved you’ll be redirected to the edit page so that you can add the groups members.
Editing a Group#
To edit an existing group you will need to first select the desired group. You can do this by selecting View / Edit under the Form Groups section of the academic side menu.
You will then be presented with a list of all existing groups, to select a specific group select the checkbox on the corresponding row and click the edit icon on the tables action bar.
Tip
You can also double click the desired group in the table.
Once selected you will be shown the current details of the group, including a full list of users.
You can update the groups details by changing the relevant values and clicking the Update Group button.
Add a New Member#
To add a new group member, click the Add Member button. This will take you to a search view where you can find the user you are looking to add.
Complete the search fields and click Search to check for users that match your criteria. The results will be loaded below the search fields.
Tip
Users that are already members of the group will not be included in the results.
You can select the user to add to the group by selecting the corresponding checkbox and clicking the add button on the tables action bar. You will then be taken back to the group details page.
Remove an Existing Member#
To remove an existing member simply select the corresponding checkbox and click the delete button in the tables action bar. You will be asked to confirm the removal before the member is actually removed.
Tip
Removing a member ends their membership to the group, a record that they were a member and the dates between which they were is recorded.
Supervisors#
You can designate one or more members as being a supervisor of the group by checking the corresponding checkbox in the members table.
Once updated you’ll see a popup message confirming the action was successful.
Tip
The form tutor should be marked as a supervisor.
Deleting a Group#
To delete an existing group you will need to first select the desired group. You can do this by selecting View / Edit under the Form Groups section of the academic side menu.
You will then be presented with a list of all existing groups, to delete a specific group select the checkbox on the corresponding row and click the delete button on the tables action bar.
Permissions#
Delete Form Groups
Manage Form Groups