Objective:

• Create a new user group

Environment:

• PolicyStat

Additional Information:

Ensuring users have both read and acknowledged a policy's content can be critical for both legal and procedural reasons.

Groups of specific users (e.g. - all staff nurses, oncology lab employees, etc.) may need to view and acknowledge the same policies. Acknowledgments may be assigned on a user by user basis, but PolicyStat also simplifies the assignment process by user groups for assignment purposes.

Ideally, if your site is connected to your internal Active 

Groups can also be invited to comment and collaborate on draft versions of policies.

For more about assigning and viewing acknowledgments, see this article.

An All Users group can be automatically set up by enabling the Smart Groups function located under the Site Configuration Admin menu. This allows an automatically created and maintained user group containing all the active users in your site. As users are added or deactivated in PolicyStat, they will be added or removed from the All Users group. It may take up to 48 hours to see the changes in the groups if users are added or deactivated and please allow up to 48 hours for the All Users group to appear.

Procedure:

Closed captions | Text transcript

Create User Groups

1. From the PolicyStat home page, click the User Groups link.     
   
   
2. From the User Group Management screen, click Create User Group.
   
   
3. Enter a Group Name and add Users to the group.
4. Click Create User Group when ready to establish the group.

This article applies to the following user roles: