Review Attachment Group Field Descriptions
To create an attachment group:
- Go to Setup > General > Attachments
- Select the applicable Attachment Category.
- Click Add group.
- In Name, type a name for this attachment group.
If possible, keep naming conventions short due to limited space
on the Roster and drop-down menu boxes.
- In Abbreviation, type an abbreviation for the
attachment group name.
- In Category, select the Attachment Category associated
with this attachment group.
- In Attachee, select the level the attachment will apply
to.
Institution - shows the attachment at
the institution level or levels applied.
Agency- shows the attachment at the agency
level or levels applied.
Region - shows the attachment at the region
level or levels applied.
Shift - shows the attachment at the shift
level or levels applied.
Station - shows the attachment at the station
level or levels applied.
Unit - shows the attachment at the unit
level or levels applied.
- Position - shows the attachment at the position
level or levels applied.This means the attachment remains at the
position level or levels selected.
Person - shows the attachment at the person
level for the selected person or people.This means the attachment
remains with the selected person or people which includes traveling
from one position to another on the roster for the target date.
- In Check For, select the settings and corresponding
behaviors as desired. See Attachment Group Field Descriptions for
more information.
- Click Save.