Getting Started In This Chapter



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Adding Supervisors to a User-Defined Group


There might be a need to use a user-defined group in other areas of SIMS Assessment and therefore the group will need to be allocated to a supervisor.

  1. Select Focus | Groups | Assessment Defined Groups to display the Maintain User Defined Groups browser.

  2. Click the Search button to display saved Assessment Groups.

  3. Highlight the required Assessment Group and click the Open button or double-click the required Assessment Group to display the Assessment Group Details page.



  1. On the Group Details panel, click the Current Main Supervisor Field Browser button to display the Manage Group Supervisors dialog.



  1. The Effective Date can be edited by clicking the Field Browser button to display the Select Effective Date range dialog.

  2. Click the appropriate radio button to select Today to End of Year, Whole Year, or Custom dates.

  3. Click the OK button to return to the Manage Group Supervisors dialog. Any amendments made to the effective date are displayed in the Effective Date field.

  4. Click Action button and select Add Supervisor from the pop-up list to display the Select Person dialog.



  1. Click the Search button to display a list of all available persons for selection or enter known information into the Surname or Forename fields and click the Search button to display all matching cases.

  2. Highlight the required supervisor and click the OK button. The Add Supervisor dialog is displayed.



  1. Select the Supervisor Title from the drop down list and, if necessary, amend the Start Date and End Date.

  2. Click the OK button to return to the Manage Group Supervisors dialog.
      1. Deleting Groups


To delete a group from the system, highlight the required group in the Maintain User Defined Groups browser and click the Delete button. Deleting a group will delete all memberships.



Delete button

A message dialog prompts for confirmation of the deletion. Click the Yes button to proceed.
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