Inviting and Removing Participants from a Social Group

Inviting and Removing Participants from a Social Group

Invite Staff Members to Join a Social Group

There may be situations where field care professionals are scheduled to provide service for a social group event, and Coordinators have the access to invite one or more staff member to join a social group (on the portal). 

1. Navigate to the Social Groups section underneath the COMMUNITY module



2. Click on any of the areas within the Social Group card to expand the details 



3. The following page will be shown, with the Calendar section defaulted to automatically display



4. Click on  section to expand the list of staff member/s within the Social Group



5. Click on the  button to invite staff members to join the Social Group



6. Type the staff member's name, and a drop down list will appear according to the alphabets that you have entered



Each staff member that you have added will appear as a separate entity, where you are able to click on the x to remove if needed



If the list of staff members that you're inviting is the same as another Social Group, click on 'FROM DIFFERENT SOCIAL GROUP' to invite the same staff members from another social group. You are able to select the staff members from multiple Social Groups.



If the list of staff members that you're inviting is from a specific target list, click on 'FROM TARGET LIST' to invite the same participants from that target list.



7. Click on the  button at the bottom right corner to invite the staff members

8. The added staff members will be listed under the INVITED section within the Social Group



Viewing a Staff Member's Social Group/s

In addition to inviting a staff member to join a Social Group, coordinators have the access to view the Social Group/s that a particular team member belongs to. 

1. Navigate to the staff member's profile
There are several areas within the system where you are able to navigate to a staff member's profile:

a.  The Search bar at the top left section of the screen 


b. The list of Active team members (PEOPLE > TEAMS)

c. The list of staff profiles on the Scheduling page (click on the blue silhouette icon to expand the staff details > black silhouette icon within the details)


2. Scroll to the bottom and click on SOCIAL GROUPS  to expand the section



3. You are then able to view the Social Group/s that the particular staff member belongs to 

4. Click on  to add the staff member to additional Social Groups 



5. Click on 'Invite to Group' at the top right corner of the Social Group to add the staff member to the group. 

6. Once you have clicked on the button, the Social Group will disappear from the current window and appearing under the SOCIAL GROUP section on the staff profile



Removing Staff Members from a Social Group

The Coordinators are able to remove the staff members from a Social Group from the Community module, as well as from their staff profiles. 

Scenario A: Removing staff members from the COMMUNITY module
1. 1. Navigate to the Social Groups section underneath the COMMUNITY module



2. Click on any of the areas within the Social Group card to expand the details 



3. The following page will be shown, with the Calendar section defaulted to automatically display



4. Click on  section to expand the list of staff member/s within the Social Group

5. A  button will appear when you click on the checkbox in front of the staff member's name



6. Click on the  button to remove the specific staff member from the Social Group

7. A Leave Social Group window will appear, with a list of the event schedules that the particular staff member has RSVP-ed and/or planned to participate in 



8. Click on the  button to proceed with removing the staff member from the Social Group

9. Click on the  button to confirm with removing the staff member from the Social Group

Scenario B: Removing staff members from their profiles
1. Navigate to the staff member's profile
There are several areas within the system where you are able to navigate to a staff member's profile:

a.  The Search bar at the top left section of the screen 


b. The list of Active team members (PEOPLE > TEAMS)

c. The list of staff profiles on the Scheduling page (click on the blue silhouette icon to expand the staff details > black silhouette icon within the details)


2. Scroll to the bottom and click on SOCIAL GROUPS  to expand the section

3. You are then able to view the Social Group/s that the particular staff member belongs to 



4. Click on 'Remove from this group' to remove the staff member from the Social Group 



Invite Care Recipients to Join a Social Group

1. Navigate to the Social Groups section underneath the COMMUNITY module



2. Click on any of the areas within the Social Group card to expand the details 



3. The following page will be shown, with the Calendar section defaulted to automatically display



4. Click on  section to expand the list of care recipients within the Social Group

5. Click on the  button to invite the care recipients to join the Social Group


6. An 'Add Circles' window will appear, where you are able to select one or multiple care recipients in the drop down list



7. Click on Add button at the bottom corner of the window to add the selected care recipients as the Social Group members 



8. The added care recipients will be listed underneath the MEMBERS section within the Social Group



Viewing a Care Recipient's Social Group/s

In addition to adding the care recipients as members of a Social Group, Coordinators have the access to view the Social Group/s that a particular care recipient belongs to. 

1. Navigate to the care recipient's profile
There are several areas within the system where you are able to navigate to a care recipient's profile:

a.  The Search bar at the top left section of the screen 


b. The list of Active Clients (PEOPLE > CLIENTS)

c. The client profiles within the booking details on the Scheduling page (click on the i icon to view the booking details > click on the care recipient's name on the top left corner of the window)


2. Scroll to the bottom and click on SOCIAL GROUPS  to expand the section



3. You are then able to view the Social Group/s that the particular care recipient is a member of (please refer to the above screenshot)

4. Click into the Social Group to view the Social Group event schedule for the care recipient 



Please view () article to create event schedule for the care recipient

Removing Care Recipients from a Social Group


Scenario A: Removing care recipients from the COMMUNITY module
1. Navigate to the Social Groups section underneath the COMMUNITY module



2. Click on any of the areas within the Social Group card to expand the details 



3. The following page will be shown, with the Calendar section defaulted to automatically display



4. Click on  section to expand the list of care recipients within the Social Group

5. A  button will appear when you click on the checkbox in front of the care recipient's name



6. Click on the  button to remove the specific care recipient/s from the Social Group

7. A Leave Social Group window will appear, with a list of the event schedules that the particular care recipient has RSVP-ed and/or planned to participate in 



8. Click on the  button to proceed with removing the care recipient from the Social Group

9. Click on the  button to confirm with removing the care recipient from the Social Group



Scenario B: Removing care recipients from their profiles

1. Navigate to the care recipient's profile
There are several areas within the system where you are able to navigate to a care recipient's profile:

a.  The Search bar at the top left section of the screen 


b. The list of Active Clients (PEOPLE > CLIENTS)

c. The client profiles within the booking details on the Scheduling page (click on the i icon to view the booking details > click on the care recipient's name on the top left corner of the window)


2. Scroll to the bottom and click on SOCIAL GROUPS  to expand the section



3. You are then able to view the Social Group/s that the particular care recipient is a member of (please refer to the above screenshot)

4. Click into the Social Group to view the Social Group event schedule for the care recipient 



5. A Leave Social Group window will appear, with a list of the event schedules that the particular care recipient has RSVP-ed and/or planned to participate in 



6. Click on the  button to proceed with removing the care recipient from the Social Group

7. Click on the  button to confirm with removing the care recipient from the Social Group



Please note that there will be a pop up message at the top corner of the screen notifying that the member/s have been removed. 

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