Categories
You may use the Categories feature to group locations in multiple ways. Examples of this can include grouping into:
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Regions
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Area/Regional Managers
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Store type
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Anything!
A Category has a name, and may contain any number of Groups within. These may be organised into a hierarchy, or be a simple flat list. Each Group may only have one manager at a given time -a manager being a management user who is in charge of locations within that group (and any sub-groups).
Assigning a new manager for a new period will trim or remove the previous manager's management period.
On any given date, a manager may view all locations associated with the groups managed, if their association period contains that date. If there is a hierarchy of groups, then she will also be able to view locations that are currently associated with groups within that hierarchy.
Creating a new category
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Click on +New Category
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Add a name
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Add a description (optional)
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Click create
The created category can have groups added to it. To do this:
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Select a category
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Click on +New Group
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Add a name
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Click 'ok'
An example of a category you could create could be a state, and within each category. The groups could each be regions/group of locations.
Sub grouping
You can create a sub-group within a group.
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Click on +New group
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Name this group
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Select the parent group which this sub-group will belong to from the dropdown
This will nest the group you created within the 'parent' group you selected:
Assign locations
To assign a location to a group you’ve created:
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Select the group from the drop down (above)
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Select +Assign locations
Select a start date & locations you would like to be apart of this group.
A start date is required but a finish date is not.
selected and saved you will see what locations belong to a group on the group page (screenshot above).