Create user groups for compliance

This guide explains how to set unique compliance requirements for user groups.

You can create user groups for the following compliance rule types:

• Vaccines

• Fit Testing

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.

To add users to a group:

Users can be in multiple user groups.

1. Click the user number for the group:

2. Click Add Users:

• Search for individual users.

  • Select the user and click Add.

  • Repeat for each user.

• Upload a list of patients.

  • Follow the file formatting guidelines and Test the document to check for errors before uploading.

To apply a compliance rule to a user group:

1. In your TrackMy admin dashboard, click Manage Compliance:

2. In Manage Compliance:

• Create a new compliance rule.

• Edit an existing compliance rule.

For vaccine compliance rules:

1. On Page 3 of the Compliance Rule builder, select Yes for the rule applying to participant groups:

2. Select the group(s) that the rule will apply to.

3. When the Compliance Rule builder is complete, click Save.

For fit test compliance rules:

1. On Page 1 of the Compliance Rule builder, select Yes for the rule applying to participant groups:

2. Select the group(s) that the rule will apply to.

3. When the Compliance Rule builder is complete, click Save.