HIMSS - Manage Group Rosters

HIMSS - Manage Group Rosters

Create a Group

  1. In the left-hand navigation menu, click ‘Rosters’
  2. Locate the ‘For a Group’ card
  3. Click ‘Build Roster’

Add a New Group

  1. Click the green ‘+ Add a Group’ button, 



  2. Enter a meaningful Group Name in the window that appears (above)
  3. Click ‘Save and Close’
  4. Your new Group will appear in the Group list. Names can now be added to the Group, creating a Group Roster.

Notes

  1. Groups are site- and term-specific. New groups will need to be established at the start of each new term.


Add Participants to a Group

  1. Check the box to select the Group for which you wish to build add names to and build a roster.
  2. Click ‘Select Participants >’



  3. You will be taken to the next screen to select the participants you want to place on this roster.


Select Participants

  1. Select participants using the options at the top of the screen. (By Name or Barcode, From Registration List, From Session Roster, From Group Roster, or By Search)



  2. Click ‘Review Roster >’ to advance to the next screen 


Review Roster

  1. Review the list of participants
  2. If needed, to remove a name, click on a participant name to make it turn red
  3. Click ‘Save Roster’ – this will save the green names and delete any red names.
Ensure that all names are gray prior to leaving the roster screen. Any names highlighted in green will not be saved and names in red will not be deleted until Save Roster is clicked.


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