Configure an Attachment Group

Review Attachment Group Field Descriptions

To create an attachment group:

  1. Go to Setup > General > Attachments
  2. Select the applicable Attachment Category.
  3. Click Add group.
  4. 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.
  5. In Abbreviation, type an abbreviation for the attachment group name.
  6. In Category, select the Attachment Category associated with this attachment group.
  7. 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.

  8. In Check For, select the settings and corresponding behaviors as desired. See Attachment Group Field Descriptions for more information.
  9. Click Save.