# Position Groups

## Overview

Position groups help you organise your positions. They're not just a filing system, they are used for example when assigning, to separated positions into categories and when editing an event you can bulk add or remove positions in the same position group.

As a System Administrator you can [view](#viewing-position-groups), [add](#adding-position-groups) and [update](#editing-position-groups) any Position Groups that isn't a special system group.

You may decide to create position groups based on Physical areas or based on business units or a mixture of both such as North West Division, Executives etc

{% hint style="info" %}
Some Position Groups, known as System Position Groups, are special and cannot be edited. These are typically established when your system is first set up.
{% endhint %}

### Access <a href="#requests-usingrequests" id="requests-usingrequests"></a>

To access the Position Groups register you will need to sign in with [*System Admin & Data Entry* position](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/..#system-administration-positions).

You can find the *Position Groups* register under **System Administration** **> Position Groups**.

## Viewing

Position Groups are listed in and searchable via the register [Datagrid](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid#data-grid-view).

<figure><img src="https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2F2n0tJLBBIKnvwXSdBxs5%2Fimage.png?alt=media&#x26;token=8b37a618-9ab5-4f56-9749-a565c49edb83" alt=""><figcaption><p>Sample Position Groups datagrid</p></figcaption></figure>

To view an existing Position Group:

1. Navigate to the Position Groups register datagrid.
2. Locate the item you wish to view. The register includes additional filters for Workflow Status (Active/Inactive) and Region
3. Open the item using the ID
4. To return to the Datagrid use the Back button <img src="https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FkJtmQ5qacZpOVfkdqfY8%2Fimage.png?alt=media&#x26;token=b4c68b18-dc6e-48bb-8a2e-c14bf3f595be" alt="" data-size="line">

<figure><img src="https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FJ9okhbiC2DwJwVYPxTyI%2Fimage.png?alt=media&#x26;token=cc82713f-cbca-4681-b69c-515f6b51486e" alt=""><figcaption><p>View of a sample position including the link to the position group</p></figcaption></figure>

## Settings

{% hint style="info" %}
Note that System Position Groups can be viewed but cannot be modified.
{% endhint %}

Position Groups are divided into the following sections (sections may or may not appear depending on what information is entered, your permissions level, and what mode you're viewing):

| Left Column                   | Right Column          |
| ----------------------------- | --------------------- |
| [Record Notes](#record-notes) | [Workflow](#workflow) |
| [General](#general)           | [Activity](#activity) |

### Record Notes <a href="#record-notes" id="record-notes"></a>

When editing, record notes in the [rich text field](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid/editing-items#rich-text-fields) as you make changes which will appear in the Activity log.

Refer to: [Recording Notes](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid/editing-items#recording-notes)

### General

The **Position Group Title** field is used to name the position group and is required.

### Workflow

Position Groups have only two statuses: Active and Inactive. Active position groups are enabled for use. Inactive position groups cannot be added to users but can be reactivated and readded if needed.

### Activity

Refer to: [Viewing Items: Activity](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid/viewing-items#activity)

## Editing

Position Groups can be edited from the datagrid.

{% hint style="info" %}
Note that you cannot edit System Position Groups
{% endhint %}

1. Navigate to the Positions Groups register
2. Locate the Position Group you wish to edit by using the Edit button <img src="https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FMAt3SdDCVeaavZpkxUrB%2Fimage.png?alt=media&#x26;token=bf8178b8-3a9c-4b0d-9c30-009542c2ad7b" alt="" data-size="line">
3. Make the necessary changes to the [settings](#position-group-settings)
4. Save <img src="https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FN4Q1ymwZJ5s252DI8Xac%2Fimage.png?alt=media&#x26;token=ea3758c1-f326-47ba-ac4c-c1460bcfcd0f" alt="" data-size="line"> to save your changes

## Adding

To add a position group:

1. Use the [New Item button](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid/adding-items) for New Position Group button <img src="https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FwAGe3mklhHAw2ziZBLAn%2Fimage.png?alt=media&#x26;token=d4ae97cd-8fc2-49fc-976d-8261f9c6dce5" alt="" data-size="line">
2. Enter a **Position Group Title**
3. Use the **Save** button <img src="https://3923904090-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNy7IznbrPLUq6GJDDQDk%2Fuploads%2FWyvhwIZJBvXfK2U8LqPC%2Fimage.png?alt=media&#x26;token=79843521-0f38-4c32-b05b-3fa126a9b4e6" alt="" data-size="line">
