Editing operatory groups

An operatory group is a selection of operatories that you can use to quickly customize the schedule view. You can edit operatory groups as needed.

Notes:

• Operatory groups are location specific (each location of your organization has its own operatory groups).

• To add, edit, or delete an operatory group, the "Manage Location Information" security right is required for the location that you are currently logged in to.

• An operatory may be assigned to multiple operatory groups.

• An operatory group may include operatories from multiple locations.

To edit an operatory group

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, click (or tap) Operatory Groups.

   The Operatory Groups page opens.

3. Select an operatory group.

   

   The options for editing the operatory group become available.

   

   Note: If an operatory that is assigned to this group has been inactivated, "Inactive" appears in the Status column. A column for that operatory will not appear on the schedule if the view includes this operatory group.

4. Change the name, assign or remove locations, and/or assign or remove operatories as needed.

   Do any of the following:

   • Change the Group Name, which is a name (up to 25 characters long) to identify the operatory group on the View menu of the Calendar page. The name must be unique for the current location.

   • To assign an additional location to the group, expand the Locations menu, and then select the checkbox of the desired location.

     

     If the list of locations is long, to search for a location, begin typing a location name in the Search box. The matching locations appear as you type. If you see the location that you want to include, select its checkbox.

     

     Notes:

     • Only locations that you have been granted the "Review Location Information" security right for appear on the Locations menu.

     • If the group has multiple locations assigned to it, it is available on the Calendar page only if the Multi-location View switch on the page is set to On.

   • To remove a location in the Included Locations list, click (or tap) the corresponding X, and then click (or tap) Remove on the confirmation message that appears. Additionally, the operatories assigned to that location are removed from the Operatory List.

     

   • To assign any of an included location's operatories to the group, expand the location's menu under Add Operatories, and then select the checkbox of each desired operatory (or select the Select All checkbox).

     

     

     If a location's list of operatories is long, to search for an operatory, begin typing part of an operatory's name or description. The matching operatories appear as you type. If you see the operatory that you want to include, select its checkbox.

     

     Notes:

     • Only active operatories for a given location are available for selection.

     • At least one operatory must be selected for each location that is assigned to the group.

   • To remove an operatory in the Operatory List, click (or tap) the corresponding X.

     

5. Click (or tap) Save.