How to Manage Groupings

 

 

Your AMP pulse check or subscription includes five customizable filters that help you sort your data – such as location, department, and manager. Within these filters you can have as many sub-groups as you desire. For example, the filter for location could include all of the various locations for your company.

 

This page documents how to add these “sub-groupings” to your AMP database. Please note: You must have Administrator access to add or edit groupings.

 

How to Manage Groupings:

 

 

Step 1: Access the Manage Groups page

To access the Manage Groups page, click on the Manage Groups tab on the left.

 

Manage groupings tab

 

 

Step 2: Managing Groupings

 

Groupings page

 

On this page, you can change grouping names, as well as add or modify grouping options.

Please note that any changes made on this page will be company-wide and will apply to all administrators.

 

Group Name

  • To change the Custom Grouping Title, click on the title that is in parentheses. This will open a text box where you can edit the title. Once you’ve finished making your changes, click outside the text box to save.

 

Add/Modify Options

  • To add a new grouping option, click “Add New” and enter the name in the box below.
  • To modify a current grouping option, select the option that you would like to modify, make changes, and then click “Modify Option.”
  • To delete an option, select the option that you would like to delete and then click “Delete Option.”