Getting started
As a group user, you can switch from one home to another by selecting the worksite in the dropdown list. This will refresh the menu on the left so you can see everything for the selected worksite.
Group features
Group users can streamline their operations with our dedicated group features:
Group Posts: send posts to multiple worksite at the same time - this is particlarly useful when you want to share an update to all relatives
Group Menu: upload your menu in multiple worksites
Group Content: add your branded documents (contract of care, Q&A guides, etc..) that will be available in the selected worksites
Group Surveys: create your surveys and add them to the selected worksites
Group Workflows: create and manage your workflows, and publish them to selected worksites
KPI: track the engagement of your worksites
Group Options: create groups to manage your worksites and manage your activity calendar settings to standardize activity types in your organization
Group Users: manage your group users and their permissions
SENDING GROUP POST
Under "Group Posts", click "Add Group Post" to start your message. Start by selecting the worksites or groups. You can select one or multiple worksites/groups at the same time.
There are 4 privacy options for a group post:
Mark as private: this is akin to a private conversation between managers and relatives. It will only be visible to managers e.g. staff will not have access to this post.
Send to primary contact only.
Hide comments from other relatives.Comments are only visible by the managers/staff.
Deactivate comments from relatives.
Simply add a description, a picture, video, voice note (on the app) or documents then click on Post now: your post is now live with the privacy settings you selected.
VIEWING GROUP POST
When you click on "view" on a group post, you will see stats on views/likes/comments per worksite on the right hand side.
From here you can also edit or delete the group post using the "edit" or "delete" functions.
SENDING MENU ITEMS TO MULTIPLE HOMES AT ONCE
Under "Group Menu", you can manage your Meal Types and import menu across your facilities.
Click "Import Menu". Start by selecting the worksites or groups. You can select one or multiple worksites/groups at the same time.
Using the template CSV file, you can add as many menu items at once, for example, adding the entire quarter menu for all homes within your group can take less than a few minutes.
Once you have imported the file, you'll be brought to the verification page to ensure the details are correct. Scroll to the bottom and click "Add Menus"
Once done, on the Imported Menus page you will see a list of all recent jobs created and their status.
GROUP CONTENT
The Group Content is split in 2 section:
Family Content: lets you share documents, videos, and other resources with families. Unlike posts that can quickly get lost, the Family Library is a permanent space where families can easily search and access shared content.
Resident Content: lets you create guides for residents with cognitive disabilities to help them cope and keep track of things they need to do.
Adding Family Content
To add content, click the Add Content button and complete the form.
Select in which worksite this content should be visible
Use filters (separated by commas) to categorize content, making it easier for users to search by tags.
Scroll down to attach documents (e.g., meeting minutes), audio files, or YouTube videos using an embed code.
Set the content status to Published or Unpublished before submitting.
Embedding a Video
To add a YouTube video:
Click the Share button on the YouTube video you want to add.
Select Embed, then click Copy to copy the embed code.
Paste the embed code into the Content Library:
Click Add, and your video will appear on the content page
Viewing Statistics
If you have permission to create and modify content, you can also track engagement by viewing statistics to see who has accessed the content.
View Resident Content
You can add resident content by going to the Resident content tab.
There you'll see the existing guides :
A guide is made of multiple steps that you define.
Adding Resident Content
To add a new guide, click Create Guide and select the worksites, guide name, filter, description and status:
Click Create step to add a step to the guide, and include all related materials (document, video, etc..):
Once your steps are created, you can reorder them and click save at the bottom of the page.
Once your guide is created and published, your teams in the worksite will be able to use it and add it to the activity calendar for their residents.
SENDING GROUP SURVEYS
Using group surveys you can push one or more homes a resident or family survey at once and view consolidated results from all homes in once place. Under "Group Surveys", click "Add Group Survey" to start creating your survey. Start by selecting the worksites or groups. You can select one or multiple worksites/groups at the same time.
Add your questions as normal using the option to add either with or without sections.
Once you've sent your survey to view results click "Results". Here we can filter by worksite, view results in the tables below and export results in a PDF or CSV.
CREATING GROUP WORKFLOWS
This page will allow you to manage your workflows and streamline your processes in your organization:
A workflow is a set of action assigned to your users.
Be it a resient onboarding, an audit preparation or something else, you can create your own processes and start them on demand: the tasks will get automatically assigned to your teams and each worksite will be able to track the completion.
You can have a look at the dedicated Workflow section here.
CREATING GROUP REPORTS (KPI)
Using KPI module you can view engagement across your group. Create reports based on date ranges and one or more worksites at a time.
From the report page we can see a number of key KPIs for all homes and export via CSV.
GROUP OPTIONS & ACTIVITY CALENDAR SETTINGS
In Group Options, you can manage your groups and also select the Activity Calendar settings:
This allows you to define your activity types, color and icon for all of your homes, thus standardizing your calendars and saving time for your teams.
GROUP USERS MANAGEMENT
The Group User page allows you to manage other group users and their permissions: what worksite do they have access to, etc..