Create Profile Groups

Profile groups allow you to combine similar profiles to view a summary of coverage information instead of viewing profiles separately. Profiles that are not assigned to a profile group are included in the Other column on the CSO.

Example: Profiles RN1, RN2, and RN3 are qualified to work the same shifts. You can group them together in a single RN profile group.

Create profile groups

To create profile groups, complete the following steps.

1. Navigate to Configuration section > Labor Distribution card > Profile Group screen.

   There may be several default profile groups included with your system that appear on the screen.

2. Under Profile Group Actions, click Add.
3. Enter a code and a description to identify this record.
4. Click Save.
5. To change the order that the profile groups appear on the CSO screen, follow these steps:
   1. In the list of profile groups, for each profile group, select the correct number in the Display Order column.
   2. Click Set Display Order.

Add profiles to profile groups

To add profiles to existing profile groups, complete the following steps.

1. Navigate to Configuration section > Labor Distribution card > Profile screen.
2. Search for and open the desired profiles.
3. Click in the Profile Group field and select a profile group from the Field Look Up Values area.
4. Click Save.