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Groups

Overview

Groups is where the lion's share of the work within the CAG Database is done. Groups holds the information that reports are generated from, including what activities are associated to and where organisations and individuals link up.

In the diagram below the groups have been highlighted to show where both groups and sub-groups sit as part of the larger CAG database.

Is this the groups you were looking for?

Within the support pages we have two areas for Groups. This area is for users and volunteers to input data, generate reports and do day-to-day tasks. To find information for administrators head over to this groups page.

stateDiagram-v2

    classDef focus font-size:1.2em,font-weight:bold,stroke-width:3px;

    project1: Project
    project2: Project
    group1: Group
    group2: Group
    group3: Sub-Group
    group4: Group
    group5: Sub-Group
    activity1: Activity
    activity2: Activity
    activity3: Activity
    activity4: Activity
    activity5: Activity
    activity6: Activity
    activity7: Activity

    [*] --> Owner
    Owner --> project1
    Owner --> project2
    project1 --> group1
    project1 --> group2
    group2 --> group3
    project2 --> group4
    group4 --> group5
    group1 --> activity1
    group1 --> activity2
    group1 --> activity3
    group3 --> activity4
    group4 --> activity5
    group5 --> activity6
    group5 --> activity7

    class group1, group2, group3, group4, group5 focus

How to create a new group

Groups are created in projects. To add a new group you will need:

  • The user permissions to access the project level, and the ability to add new groups.
  • Navigate to the Groups area of Project
  • Click on "+ Add new group"
  • Complete the fields for the new group

Group fields

Name
 Description Input type Requirement Type
Linked To
Membership Process Is the party currently going through membership process? yes/no required n/a
Group Name The name assigned to this group. It provides a label for the group, aiding in easy recognition. text required n/a
Joined Date When did this group join? date optional n/a
Group Type What type of group is this group? choice required Group Types
Group Status What is the current status of this group? choice required Group Statuses
Parent Group Is this group a sub-group? If so, which group is the parent of this group? choice optional Groups
Description Additional information about this group, aiding both users and volunteers in understanding its context. text optional n/a
Primary Contact The main individual to contact for this group. choice optional Individuals
Tag(s) One or many choice fields based on the tag groups for this project. choice optional Tag Groups
Social Media Weblinks to the various social media profiles for this group. URL optional n/a
Address Address for this group. text optional n/a

Group Areas

  • Summary: Provides a brief overview of details that sit within the group.
  • Details: Provides a comprehensive overview of the group's information.
  • Contact Log: Allows administrators to maintain records of interactions.
  • Tasks: Manages and tracks tasks that the group has completed or needs to complete.
  • Activities: Keeps track of activities ran by the group and their details.
  • Contacts: Records individuals associated within the various groups within a CAG.
  • Events & Training: Manages and tracks various events, training, and other organised sessions.
  • Small Grants: Log the status of small grants associated with this group.
  • Documents: Keeps track of any documents associated with the group, e.g. insurance documents.
  • Users: Assign and remove users to this group.