This lesson will walk through how to create and manage Staff Groups. Once a Staff Group is created, you will be able to use this group to select from for future Staff Pulses.
NOTE: You must be a System Admin in order to see and use Staff Groups. Please contact your Customer Success Manager if you would like to turn this feature on.
1. Select the Staff Pulse that you would like to create Staff Group(s) for.
1. Select the three dots icon located in the top right hand corner of the Summary Report Page.
2. Select User Group Creator.
1. Ensure that you have the correct Pulse window that you would like to create a Staff Group for.
2. You can either select Add Question Condition or Add Dimension Condition.
NOTE: Based on what you select, different filter options will be displayed.
3. Select Add Condition Collection if you would like to add an additional condition to your Staff Group after adding your first Condition Collection.
4. Once you have added AT LEAST ONE Condition Collection, you can Preview the Staff Count.
1. Select either Add Question Condition OR Add Dimension Condition.
1. Use the Dropdown to select the question you would like to base the Staff Group with.
2. Use the Dropdown to select the type of response you would like to use.
3. To remove a Condition, select Remove Condition.
1. Use the Dropdown to select the Dimension or Overall.
2. Select the method to measure the Dimension by using the Dropdown.
3. Select the mathematical equation for calculating who should be in the Staff Group.
4. Enter in the percent.
5. To remove the Condition, select Remove Condition.
Optional: Add Additional Conditions to Your Condition Collection OR Create an Additional Collection
1. Select Add Question Condition OR Add Dimension Condition to add additional Conditions to your Current Condition Collection.
2. Select Add Condition Collection to add a NEW Collection Condition for your Staff Group.
1. Select Add Question Condition OR Add Dimension Condition to add an additional condition to the Condition Collection.
2. Use the Dropdowns to adjust the question and response or Dimension and criteria.
3. To change requirement from an AND to OR, use the dropdown.
NOTE: If you select AND, ONLY the Staff who meet ALL of the conditions created in the Conditional Collection will be within the Staff Group. Based on screenshot above, ONLY Staff that answered unfavorably to, Our school encourage parents to be involved and participate. AND unfavorably to, Staff's mental health is a priority at our school, will be in the Staff Group.
1. Select Add Collection Condition to add an additional Collection Condition.
2. Add your Question Condition(s) and/or Dimension Condition(s).
3. Select OR if you would like ANY students be included in the Staff Group if their responses match at least ONE of your Condition Collection(s). Select AND if you would like ONLY those Staff to be included in the Staff Group if their responses match ALL of your Condition Collection(s).
1. Select Preview Staff Count.
2. Verify Staff Count and make any changes to your Condition Collection(s) as needed.
3. To create a new Staff Group based on the Condition Collection Student Count, enter in the name of the Staff Group and then select Create New Staff Group.
4. To replace a CURRENT Staff Group, select the Staff Group to be replaced using the Dropdown and then select Replace Staff Group.
.That is it--you are all done!
Now that you have created a Staff Group based on your Condition Collection(s), you can:
1. Create another Staff Group for the same Pulse Window.
2. Use the Staff Group when EITHER creating a new Pulse window within a Pulse, OR when creating a new Pulse.
3. . View/Edit/Add Staff within the Staff Group by navigating to Groups within your System Admin Settings.