Create Profile Groups
Profile groups allow you to combine similar profiles to view a summary of coverage information instead of viewing profiles separately. Profiles that are not assigned to a profile group are included in the Other column on the CSO.
Example: Profiles RN1, RN2, and RN3 are qualified to work the same shifts. You can group them together in a single RN profile group.
Create profile groups
To create profile groups, complete the following steps.
- Navigate to Configuration section > Labor Distribution card > Profile Group screen.
There may be several default profile groups included with your system that appear on the screen.
- Under Profile Group Actions, click Add.
- Enter a code and a description to identify this record.
- Click Save.
- To change the order that the profile groups appear on the CSO screen, follow these steps:
- In the list of profile groups, for each profile group, select the correct number in the Display Order column.
- Click Set Display Order.
Add profiles to profile groups
To add profiles to existing profile groups, complete the following steps.
- Navigate to Configuration section > Labor Distribution card > Profile screen.
- Search for and open the desired profiles.
- Click in the Profile Group field and select a profile group from the Field Look Up Values area.
- Click Save.