Groups in Fergus are a powerful tool for organizing staff and jobs alike.
To Create a group, you will first need to go into the Settings screen and select Groups from the left pane:
From there, you can add a new group or make changes to the name of an existing group. To make changes on the existing group, click on the group name then edit the necessary information before hitting Save.
Once groups have been added, you can assign a worker to them by typing in the worker's details in the Add Users field as shown above.
You may also add a user into Groups by heading to Settings > Users > click on the User you would like to manage.
From there, click on the Add to Group link. A pop up window will then show up with you can choose which groups you would like to add a User into before hitting Save.
Adding Groups to Jobs
Once you have your groups set up, you can assign them to jobs for tracking purposes, either when first creating it:
From the Job Summary Page:
Or when Assigning the job:
Assigning a group to a site visit also makes it more streamlined when scheduling, as the calendar will filter to staff in the assigned group automatically when using the schedule button above.
Several reports in Fergus also allow you to filter jobs by the groups assigned to them. This can therefore be used to track and report on the jobs of certain groups, or manage different types of work.