Communication Matrix Group Management. A quick guide to walk you through the basics

Transcription

1 Communication Matrix Group Management A quick guide to walk you through the basics

2 What is Group Management? Group Management was created to help organizations such as school districts, outpatient clinics, parent groups, and group homes, manage their use of the Matrix web site by enabling: - Centralized tracking of assessments and custom reports - Group purchase of credits for custom reports and webinar use. - Re-assignment of individual assessments and custom reports when clients/students move from one teacher/therapist to another.

3 If You are a Member of a Group When you are added to a Group, you will see a prompt the next time you log in to asking whether you want to join that group. - As a group member, you may use the group s credits to complete Custom Reports or use the training Webinar. - When additional credits are needed, contact your Group Manager. - THE REMAINING MATERIAL IS FOR GROUP MANAGERS.

4 Creating and Managing a Group - Click on the Group Management Tab

5 Click on Create Group

6 Enter Group Information - Enter identifying information, then click Create Group

7 Creation Confirmation - You will receive a confirmation for creating a group. - Click OK to move to the next step.

8 Add Credits - You may use your group to organize assessments and users. - You may also purchase group-wide credits for creating Custom Reports and using the training Webinar. Click the Add Credits link. - Just above the Add Credits link you will see the number of Webinar uses and Custom Reports you have remaining for your group.

9 Add information to Order Form - The website can process purchase orders and credit cards - Add your financial information to order reports

10 Add Members who Already Have an Account - Look up colleagues by their addresses to add them to your group - This feature works for professionals who already have a Matrix account.

11 Create New Users - For colleagues without current Matrix accounts, use the Create New User link and then provide an address and password for the new user. - Note that a user may only belong to one group: to join another group, a user must register under a different address.

12 To Assign a Webinar Select the link Assign Webinar next to the user s name in your Group Member list. An will be sent to the group manager s account confirming that a group member was invited to complete a webinar. View completion status in right column.

13 How to Log in as a Group Manager Once you have created a group, use the normal Login page to manage your group:

14 Choose your Role If you are a Group Manager, you will see the Login Chooser after you log in. This gives you the opportunity to log in for Group Management purposes or to go directly to your own individual Communication Matrix account.

15 Group Manager Functions As a Group Manager you may remove a member, change a member s address, reset a member s password, assign a webinar, view a member s assessments and re-assign a child who has already been assessed by another member.

16 To Change Address, Reset Password or Remove a Member

17 To Re-assign Assessments - The Group Manager has the authority to re-assign a child who has already been assessed to another group member. This feature may be helpful to accommodate medical leaves, classroom changes, retirement of a member, or other transitions. - Click on the Re-Assign button and then select the individual to reassign by clicking on the check box next to the correct Child ID. - Use the pull-down menu to select the member to whom the Child will be reassigned. - Click Submit.

18 To View Member Assessments - After you click on View Assessments next to one of your members on the Group Management page, you will see the screen below. - Find the child whose data you want to view, and click on View Assessment to see the Profile (from there, you also may navigate to the Communication Skills List). - Click on View Report # to view a Custom Report for the child.

19 Members Must Agree to Join a Group Before they show up in your Managed Group If you are having difficulty viewing members that you have added, it may be because they have not yet agreed to join a group. When you add a member to your group, let them know that you added them to your group and they will get an message from our site. When the individual logs in for the first time. Encourage the user to accept to join the group.

20 Technical Difficulties If you have any difficulties with the website please