Group Schedule Setup







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The Services - Group module Group Schedule Setup feature is used to set up regularly scheduled groups, including schedules and rosters.  Once set up, the information for scheduled groups will be available when using the Group Notes feature and can be used to indicate participation using the Activities feature.

Required Permissions

Use of the Group Schedule Setup feature requires the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Group Button

Additional permissions required to use the individual features within the Group Schedule Setup feature are discussed in detail in the Online Help sections for each of those features.

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Functionality Features

The Group Schedule Setup functionality is comprised of the following features.  Click a link below to access the Online Help pages for the corresponding feature.

CONFIGURE ACTIVITIES - Learn to maintain group activities lists and to view activity list reports.

CONFIGURE TYPES - Learn to maintain activity type lists and to view activity type reports.

GROUP MEMBER STATUS - Learn to maintain rosters for program activities and to view group member status reports.

GROUP SCHEDULES - Learn to maintain schedules for program activities and to view group schedule reports.

INDIVIDUAL CLIENT SCHEDULE - Learn to maintain client activity schedules and to view client schedule reports.

Frequently Asked Questions

Group Schedule Setup Frequently Asked Questions

Training Films & Demonstrations

  NOTE: Films marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Group Schedule Setup - Training Film (20 min) * - In order to view this film, Flash must be enabled in your browser's settings.

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Group Functionality (58 min) * - March 2015

Learn how to make the most of group-related functionality in AWARDS, including some features you may not be using yet.  We'll touch on group activities, group notes, group scheduling, linking groups to service plans, auditing groups, electronic signatures for group notes, and more!

Service Contacts Optional Enhancements (42 min) * - May 2016

Join us for a review of the enhancements available for Services module functionality related to recording and reporting on contacts - Progress Notes, Contacts Log, Group Notes, Supportive Services Checklist, and Service Contacts ReportBuilder.

  https://demodb.footholdtechnology.com/help/?10163