Group User Functionality
Updated over a week ago

Group users have the ability to send posts, survey and menus to one or more homes at the same time. Group Users can also view reports on usage across the entire group using the KPI module.

SENDING MENU ITEMS TO MULTIPLE HOMES AT ONCE

Under "Group Menu", 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.

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 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 csv.

CREATING GROUP REPORTS

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.

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