Create user groups for compliance

This guide explains how to use User Groups to set unique compliance requirements for groups of participants. When building compliance rules, a User Group can either limit a rule or be excluded from a rule.

Workflow examples

Example - Limit a rule to a User Group

Scenario: Your organization only requires a group of employees to complete Respirator Mask Fit testing annually.

1. Build a Fit Test user group.

2. Create a Fit Test rule.

3. While building the Fit Test rule, select the Fit Test User Group to limit the rule to.

Now, only participants in the Fit Test User Group are required to complete this rule. When admins work in the Compliance Review, only these participants display in the results for the Fit Test rule.

Example - Exclude a User Group from a rule

Scenario: Your organization does not require employees who work remotely to complete the annual Tuberculosis Survey.

1. Build a Forms user group called: Remote Employees - Forms.

2. Create a Form rule for the Tuberculosis Survey.

3. While building the Form rule, select to exclude the Remote Employees - Forms group from the rule.

Now, participants in the Remote Employees - Forms are not required to complete the Tuberculosis Survey. When admins work in the Compliance Review, those participants do not display in the results for the Tuberculosis Survey Form rule.

Creating user groups

You can create a User Group for the following compliance rule types:

• Fit Testing

• Forms

• Tests

• Vaccines

To create a user group:

1. In your TrackMy admin portal, click Administration:

2. In Administration, click Manage for User Groups:

2. Click Add New Group:

3. Enter the group name.

4. Select the group type.

5. Click Save.

Add users to an existing group

Users can be in multiple User Groups.

1. Click the user number for the group:

2. Click Add Users:
   There are two ways to add participants to a User Group:

   1. Search for individual users:

      1. Select the user and click Add.

      2. Repeat for each user.

   2. Upload a list of patients.

      1. Follow the file formatting guidelines and test the document to check for errors before uploading.

Manage User Group settings for a compliance rule

Manage the User Group settings for a compliance rule within the Manage Compliance dashboard.

The exact location of the User Group configuration options varies within rule builders. For all rule builders, the User Groups configurations are under the Participant Groups section.

A User Group cannot be selected to be both limited to and excluded from the same rule. If a User Group has already been selected for one Participant Group option in the rule builder, it will not be selectable for the other option.