Instructions for Creating Worker Groups

Within the Ok Alone system, you can create worker groups. We have changed the way worker groups are created to make it an easier, more streamlined process. Please follow these step by step instructions on how to create new groups and add workers to them.

How to Access the Groups Page

Log in to the dashboard at my.okalone.net

Click on the new Groups icon on the left hand menu.

Read the instructions at the top of the page under the heading Worker Groups.

How to create a new Group

Type the name of the group you want to create into the box Add a Group on the right hand side of the screen. Click Create the Group.

The name of the new group should appear at the bottom of the screen. To choose settings for the new group click the Manage Group button.

A new page with the new group name at the top should open.

Updating Group Settings

Groups can have a number of optional settings. These are kept by the group and can by used to easily update workers added to the group, or update all workers at once.

Click the Check in Frequency box and select the length of time for check ins from the drop down menu.

Click the Monitor box and select who you would like from the drop down menu (you can select more than one person if required).

Read the information about SMS Alerts. Click on the box and select the number of minutes between each alert sent out from the drop down menu.

Click on SMS Alert Count and select the number of times alerts should be sent from the drop down menu.

Read the information about Call alerts. Click on the box and select the number of minutes between each call from the drop down menu.

Click Call Alert Count and select the number of times calls should be made from the drop down menu.

Select Update all Workers with these Settings if you would like them to apply to all the workers you will be entering into the group. Click Save group settings.

A pop up will ask if you wish to apply your setting choices to all workers in the new group. Click whichever option applies.

You have now created a new group! You just need to populate it with workers. Scroll back up to the top of the dashboard screen and click Worker on the left hand menu.

Adding Workers to the Group

Click View Workers from the drop down menu.

Click Group Management on the right hand of the screen.

Select your new group from Choose a Group on the drop down menu.

Scroll down your dashboard screen to see all your workers. They must be in list formation, not grid for you to be able to select them. Click on the name of the worker you want to add to the new group (not Edit). The whole row of any worker chosen should turn green, to show it is selected. Click as many workers as you wish to add to the new group.

Scroll back to the top of the page and click Add Workers to Group (this should still show the name of the new group they are being added to).

Synchronising Worker Settings

This will take you back to the page for this specific group. Any workers whose information does not match that previously set for the new group will show in red.

If they are not to be changed leave them as they are. If the settings need to be the same as the other group members click Sync at the left hand end of their row.

Alternatively, if all workers need to be changed to the new settings, click Synchronise All Now to amend them.

All workers now have the same Monitor, Check in, SMS Alert and Call Alert settings.

Note – If the Update All workers with these Settings box is ticked a pop up will ask if you are sure you want to apply the changes to all the workers in the group. If the Update all Workers with these Settings box is not ticked when changes are saved, then the worker information will turn red to show it is not uniform across the group. This again can be changed by clicking Sync at the beginning of the row or Synchronise All Now.

Now when you go to the Groups page it will show you which groups you have created and who is in them.

The View your Workers page will also let you see which groups people have been allocated to.