Set up Schedule Groups

Note: Setting up schedule groups is optional.

ActiveRoster can display information for a single organization unit or for a schedule group. Schedule groups are used to combine multiple organization units into a single set of data.

Tip: When you open ActiveRoster, you can decide to open it using a schedule group.

Set up schedule groups

To set up schedule groups, complete the following steps.

1. Navigate to Configuration section > Scheduling card > Schedule Group.
2. Under Actions, click Add.
3. Enter a code and description that describes the schedule group.
4. Click Save.
5. Under Schedule Group Sections, click Criteria, and then under Actions, click Add Organization Unit.

   At this point, you are adding the organization units to the schedule group.

6. Complete the appropriate organization unit fields by making selections from the Field Look Up Values list.
7. Optional. To change the order that the individual organization units appear within the schedule group, complete the following steps.
   1. Click the Parameters tab.
   2. In the SS Solution Standard Integer 1 "Reporting sort order" field, enter a numeric value that corresponds to its placement within the schedule group.

      Tip: Use multiples of 10, such as 10, 20, and so on. This allows you to add another organization unit between two units without having to change the values for the other units.

      Example: Unit 1001 is set to 10 and Unit 1005 is set to 20. Later, if 1002 is added, you can give it a value of, for example, 15.

8. Click Save.