To create an Attachment Group in the General section
of the Setup area:
Click Attachments and select the applicable Attachment
Category.
Click Add.
Name the Attachment Group. If possible, keep naming conventions
short due to limited space on the Roster and drop-down menu boxes.
Type an abbreviation for the attachment group name.
Select the Attachment Category associated with
this attachment group.
Select the level the attachment will apply to in Attachee.
Institution - displays the attachment at the
institution level or levels applied.
Agency- displays the attachment at the agency
level or levels applied.
Region - displays the attachment at the region
level or levels applied.
Shift - displays the attachment at the shift level
or levels applied.
Station - displays the attachment at the station
level or levels applied.
Unit - displays the attachment at the unit level
or levels applied.
Position - displays the attachment at the position
level or levels applied.This means the attachment remains at the
position level or levels selected.
Person - displays the attachment at the person
level for the selected person or people.This means the attachment
remains with the selected person or people which includes traveling
from one position to another on the roster for the target date.
Select the settings and corresponding behaviors in Check
For as desired. See Attachment Group Field Descriptions for
more information.