Agencies have the ability to create and/or edit groups.

Creating a Group

  1. From the Home screen in Catalyst, choose Client Info, then click on Group Info from the drop down menu.

  2. On the Group Management – Group Search screen, click the Search button.  By not entering search criteria, all the created groups will be returned in the list.  This will allow the user to review the existing groups to ensure a duplicate is not entered. The Group Search Result List will display all the groups that have been created by your agency. If no groups have been created, this list will be blank. 
  3. Click the Add Group button at the bottom.
  4. Fill in the fields on the Group Edit screen. Below are the 3 fields that are mandatory to enter data into in order to create your group. The other fields are for your internal purposes should you wish to add information.
    1. Type in the name of your new group

    2. Add a Group Start Date (this is normally the date of the first instance for this group, for example, if the group is starting this group today, use today’s date).


      Note

      If you will be using this group in the future, there is no need to re- create this group over again or to add a new group. One group with this intended purpose will suffice. An example would be, if there is a Counselling Group created for morning community treatment clients, this same group can be used for afternoon community treatment clients as well.

    3. Click Save, or Save and Add a New Member.  You do not need to add members if the group will not always have the same clients. You can add group members ‘on the fly’ from the Group Attendance in the Activity Log.

  5. To add a member to the newly created group, see Adding/Removing a Member to/from a Group.

Editing a Group

  1. From the Catalyst Main Menu, choose Client Info, then click on the Group Info option.
  2. From the Group Search Criteria box, enter the search criteria for the group you wish to edit and click Search.


  3. From the Group Search Result List, choose the group to be edited by clicking on the desired Group Name.
  4. Once in the Group Edit screen, make the necessary changes to the group and click Save.

Note

The Group Start Date field cannot be changed.

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