Creating a Contact Group

OPTIONAL FEATURE - Contact your RizePoint representative to enable/disable this option.

A Contact Group is a business-related group designated to receive automated feedback results via email regardless of the status of the Relation Type of the person(s) in the group. For example, an administrative user in an organization that conducts food safety audits can configure automated feedback email notifications to be sent to Primary and Secondary contacts regardless of the individuals' Contact Relation Type. Using Contact Groups is useful for organizations that have multiple business groups within a parent company.

To Create a Contact Group:

  1. From the main menu, select System > System Setup > Contact Groups.

    A list of all Contact Groups will display. By default, the following configurable grid items will display:

    Default Contact Groups grid


CHECKBOX: Allows you to select an item or items in the grid.
EDIT PENCIL: Allows you to edit the name of the Contact Group.
NAME: Displays the name of the Contact Group.
MEMBERS - Displays the total number of members assigned to the Contact Group. Clicking on the number displays the contact information for each person in the group.

AVAILABLE FOR EMAIL - When the check box in this column is enabled, the Contact Group is considered "active," and notification emails will be sent to the group. If the check box is not enabled, the Contact Group is considered "inactive," and notification emails will not be sent.

 

2.  Click NEW.
    
    Click "New" to create a new Contact Group

3.  Enter the name of the new Contact Group you are creating.

Click "New" to create a new Contact Group

 

4. Click the update check box. The name of the new group will display in the Contact Groups grid. If you do not want to set up a new group, click the "X" to cancel.

Save the Contact Group name

 

5. Click the number of member in the MEMBERS column to add members to this Contact Group.

Number of members in the Contact Group

6.  From the Contact page, click NEW.

 

After you click NEW, a list of all available members to add to the Contact Group will display minus any who have already been added.

List of contacts

 

7. Click the check box(es) next to the name(s) of contacts to add to this Contact Group.

Select name of contact to add to Contact Group

8. Click SAVE & RETURN.

Save and Return

The contact will now be displayed in the list of members within the Contact Group.

List of Contact Group members

ref: ContactGroups