I. Create a Social Group

1. In the left navigation pane, click Community.

2. Select Social Groups.

3. Click +New Social Group to start creating a new group.

4. Complete all required fields in the Edit Social Group form.

Refer to the table below for descriptions of each field.

5. Turn on the Set Status: Published toggle to make the group active.

If you do not turn on the toggle, the group will be saved under the All Archived Social Groups section. We recommend enabling the toggle so the group appears in the All Active Social Groups section.

6. Click Save.

7. The new group will appear under All Active Social Groups once published.

II. Edit Details of a Social Group

1. In the left navigation pane, click Community.

2. Click Social Groups.

3. Use the dropdown menu to find your social group. If you don’t see the group listed, select All Archived Social Groups from the dropdown to view groups that are not currently active.

4. Click the Edit icon at the bottom right corner of the group you want to update.

5. In the Edit Social Group form, make your desired changes.

6. Click Save to apply your changes.

III. Create a Social Group Event

1. In the left navigation pane, click Community.

2. Click Social Groups.

3. Use the dropdown menu to find your social group. By default, All Active Social Groups is displayed. If the desired group is not listed, select All Archived Social Groups from the dropdown menu.

4. Click on the social group you want to schedule an event for.

5. In the Calendar section, click Create Event.

6. Complete the Schedule an Event form, specifying all required fields.

Refer to the table below for descriptions of each field.

Field	Description
Event Name	The title of the event, used to identify it within the social group.
Event Manager	The staff member responsible for organizing and overseeing the event.
Event Description	A brief summary outlining the purpose and details of the event.
Location and Logistics
Start Location	The address where the event will begin.
End Location	The address where the event will end.
Unit Number	The unit or apartment number for the event location.
Street Number	The street number for the event location.
Street Name	The street name for the event location.
Suburb	The suburb or locality of the event location.
State	The state or territory where the event will take place.
Postal Code	The Australian postal code for the event location must be exactly 4 digits.
Country	The country where the event will be held.
Display Address	The address that will be shown to event participants.
Schedule and Resources
Timezone	The Australian time zone where the event will take place.
Frequency	How often the event will take place (options include Once Off, Daily, Weekly, Fortnightly, or Monthly-Date Based). The selected frequency will determine which scheduling fields are required in the form. For weekly events, you can add multiple days by clicking Add Another. Consider your clients’ usual attendance patterns when setting up social group event series. This helps ensure their Member Planned Attendance Schedule (MPAS) are set up correctly, as MPAS are linked to specific event series. For example, if you offer a daily social group event but clients attend only on certain days each week or fortnight, we recommend that you create a separate series for each of those days rather than one daily series.
Start Time	The time the event will begin.
Duration	The length of time the event will last.

8. Click Upload Photos to add images for the event.

9. Specify a title and description for the photo.

10. Click Save.

11. You can view the created event in the Calendar section of the Social Group. Events marked in pink are unpublished, while those in violet are published.

12. Select an unpublished event you want to publish, then click Publish.

13. For the published event, click Manage Attendees to manage and add client attendees.

14. Click Add Attendee.

15. Type the client’s name to search for them. You can add multiple clients.

16. Click Save to add the client(s) to the social group event.

17. The clients you added will appear in the list of attendees for the social group event.

IV. Add Clients to a Social Group

Clients can be added to a Social Group to make them full members. This allows them to participate in future social group events. This is suitable for clients who want ongoing involvement and regular engagement with the group.

1. In the left navigation pane, click Community.

2. Click Social Groups.

3. Select the social group to which you want to add clients.

4. Click the Members section to expand the list of clients in the group.

5. Click the Add Circles button to add clients.

6. In the dropdown list, select one or multiple clients you want to add.

You can only add clients with an Active status. If you want to add a client who has a Lead status, change their status to active first.

7. Click the Add button at the bottom corner of the window to confirm your selection.

8. The added clients will appear under the Members section within the social group.

9. If you want to remove a client, check the box next to the client’s name.

10. Click Remove Members.

11. To confirm, click Proceed. Click Cancel if you do not wish to continue.

12. Click Remove to complete the removal, or Cancel to exit without making changes.

V. Manage Clients Social Group Memberships

Coordinators can view the social groups a client belongs to and add them to additional groups if needed.

1. Go to the client’s profile and click Social Groups.
   

2. Review the social groups the client currently belongs to.

3. To add the client to more groups, click +Add to Group.

4. In the desired social group, click Add to Group at the top right corner.

5. After adding, the social group will appear under the Social Groups section on the client’s profile.

6. To remove the client from a group, click Remove from this group.

7. To confirm removal, click Proceed. Click Cancel if you do not wish to continue.

8. Click Remove to complete the removal, or Cancel to exit without making changes.

This document introduces social groups, a feature in CareVision that allows your organisation to bring together clients with shared interests or similar service needs. It outlines the steps to create, edit, and manage clients within social groups.

To further support the management of social group events, CareVision provides features to help set up and monitor a client’s regular attendance:

For instructions on setting up a client’s regular attendance to social group events, see How to Setup Client MPAS.

For details on tracking participation, see the View Social Group Attendees on Mobile documentation.