Difference between revisions of "Service User Groups"

Revision as of 14:04, 5 May 2015

Location in standard build: Administration > Drop-Down Lists > Service User Groups

File:SUG 1.png

The drop-down list of Service User Groups can be selected on any org/person's Details screen, though it is most commonly used for Clients and Carers. The list can contain any options you want it to.

File:SUG 2.png

Creating or editing Service User Groups

Click on the menu item to see the Service User Groups currently set up on your system, if there are any. Click on "Enter New Record" to create a new Service User Group, or click on the name of an existing one to edit it.

File:SUG 3.png

You can now enter the following information:

• Name (of the Service User Group, i.e. the option in the drop-down list)
• Details (for information on this screen only; these details are not output on any report)
• Display Order
• Active? - whether this option is available to users on the system or not

Click "Save Details" when you have entered the information.

File:SUG 4.png

Examples of use

Service User Group is often used to categorise service users in some way. However -

• If the categorisation is based on need, then Categories of Need may be more appropriate;
• Service User Group is a quality of the org/person, but doesn't give any other functionality: it should not be confused with Clubs and Clinics (regularly occurring "groups"), or Groups and Skills

Reporting Outputs

Data entered in the Service User Group field on an org/person's Details screen is available:

• In the KPI Report Designer as a filter (e.g. the "Number of Clients Accessing Service By Service User Group" report)
• In Data Extractions, both as selection criteria and as data to be output on a spreadsheet

Rob Kay - manual author (talk) 15:04, 5 May 2015 (BST)