Add Group pane

Use the Add Group pane to create a new group to which you can assign a checklist.

You can access the Add Group pane by doing either of the following:

• Selecting Add Group on the New Checklist pane in the Configure Checklists screen. For more information, see Checklist tab on the New Checklist pane.

• Selecting Add () in the upper-left corner of the Configure Groups screen. For more information, see Adding a checklist.

Fields on the Add Group pane

Field	Description	Notes
Controls
Group	Enter a name for the group.	Required.
Designation	Use the drop-down menu to filter the table by job title.	Default: All.
Department	Use the drop-down menu to filter the table by department.	Default: All.
Clear	Set all filters to default settings.
Show Selected	If selected, the table only displays selected employees.	Default: Not selected.
Search	Enter the name of an employee, designation, or department in the field. The table automatically updates to meet the search criteria.
Table columns
Select	Select the checkbox for each employee you want to add to the group.
Staff	Name of the employee.
Designation	Employee's job.
Department	Employee's department.
Buttons
Save	Saves your selections and closes the pane.
Cancel	Closes the pane without saving your selections.