Group Types

Overview

Group types allow for the fine-tuning of various categories of groups responsible for different activities. By defining and organising these group types, organisations can effectively manage and coordinate the diverse functions and responsibilities assigned to each group. Whether it involves project teams, departments, volunteer groups, or any other organisational units, categorising them into specific group types helps streamline operations and ensures clarity in roles and tasks. This systematic approach not only aids in better resource allocation and task management but also enhances collaboration and efficiency across the organisation. By establishing well-defined group types, organisations can optimise their workflow and achieve their goals more effectively.

Understanding Group Types

Understanding group types is essential for structuring and organising different entities within an organisation. Group types categorise and define various groups based on their roles, responsibilities, and functions within the organisation. These can include project teams, departments, committees, or any other organisational units that collaborate to achieve common objectives. By clearly defining group types, organisations can streamline communication, allocate resources effectively, and clarify roles and responsibilities. This categorisation not only facilitates efficient management and coordination but also enhances transparency and accountability. Additionally, understanding the specific characteristics and purposes of each group type enables organisations to tailor their strategies and support mechanisms accordingly, fostering a more productive and cohesive work environment.

Group types within the CAG Database include the following information:

Name	Description	Input type	Requirement Type	Linked To
Group Type Name	The name assigned to this group type. It provides a descriptive label for the group type, aiding in easy recognition.	text	required	n/a
Group Type Description	Additional information about this group type, aiding both users and volunteers in understanding its context.	text	optional	n/a

How to Create a Group Type

Creating a group type within the platform allows administrators to classify and manage different categories of groups effectively. Follow the steps below to create a new group type:

1. Navigate to the System settings page.
2. Choose Group Types from the list.
3. Press the Add group type button, which will open the Create Group Type pop-up.
4. Fill in the Group Type Information:
   • Name: Enter the name assigned to this group type.
   • Description: Provide a brief description of the group type.
5. Press the Save button.
6. A new group type has been created and is now visible in the Group Types Table.

How to Delete a Group Type

Deleting a group type is a straightforward process but should be done with caution as it permanently removes the group type's record from the project. Follow the steps below to delete a group type:

1. Navigate to the System settings page.
2. Choose Group Types from the list.
3. Locate the group type you wish to delete in the Group Types Table.
4. Press the button in the Actions column, which will open a menu.
5. Press the Delete option, which will open a confirmation pop-up.
6. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the group type from being deleted.

This structured guide ensures that administrators can efficiently create and manage group types within the project, enhancing classification and organisation.