A Guide to Using Groups

The Groups feature in StoriiCare allows care providers to easily organize and manage staff and participants based on shared characteristics, risks, or other criteria.

Previously located in Business Settings, the Groups feature has now moved to the Dashboard for easier access and broader usability.

If you previously accessed Groups through Business Settings, please note that this feature has been relocated to the main Dashboard.

This change allows more staff to manage Groups without needing admin-level access to sensitive settings.

⚙️ Action Required:

Administrators should revisit Permission Levels and ensure that the appropriate Groups permission is enabled for all relevant custom permission levels.

This ensures that staff who need to create or manage Groups can do so directly from the Dashboard.

Groups are a flexible way to categorize and filter participants and staff across StoriiCare.

You can assign individuals to one or multiple groups and then filter by those groups throughout the platform — for example, when viewing participant lists, activity attendance, or analytics.

• Risk-Based Groups: Fall Risk, Wandering Risk, Choking Risk

• Operational Groups: Transportation, No Photo Consent

• Location-Based Groups: 1st Floor, 2nd Floor, Memory Care

• Staff Assignments: Key Worker, Primary Nurse

Groups make it easy to identify, filter, and report on participants and staff who share specific traits or needs.

1. From the Dashboard, navigate to the Groups feature.

2. Click Add Group.

3. Select the participants and/or staff you’d like to include in this group.

4. Enter a Group Name.

5. Choose a Group Color — either by using the color selector or entering a hex code for a specific color.

6. Click Save.

Your new Group will now appear across relevant pages and filters throughout StoriiCare.

If you need to modify a Group by adding or removing members:

1. Click the pencil icon (✏️) next to the Group you want to edit.

2. Select or deselect participants and/or staff as needed.

3. Click Save to apply your changes.

If a Group is no longer needed:

1. Click the trash can icon (🗑️) next to the Group’s name.

2. Confirm your action in the pop-up window.

⚠️ Note: Deleting a Group permanently removes it from the platform. This cannot be undone, so double-check before confirming.

You can view a history of all actions made to Groups via the Exports feature.

1. Navigate to the Dashboard and open Exports.

2. Select the Timeline Export option.

3. Filter by:

   • Groups, and

   • Your desired date range.

4. Download the report as a CSV file.

This export will show you:

• Which staff member created, edited, or deleted a Group.

• The date and time of each change.

• Which participants or staff were included in the update.