Objective:

• Create a new user group
• Modify a 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.

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

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

Procedure:

Click here to view this video with closed captions.

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.

Edit User Groups

1. From the PolicyStat home page, click the User Groups link.     
   
   
2. From the User Group Management screen, click the Edit link next to the group to be edited.
   
   
3. Make edits and adjustments to the Group Name or users, then click Save Changes when done.

This article applies to the following user roles: