Personal Groups

Available only on the web.

As a professional user, you are likely to have access to groups of people that are structured and populated by a Teamworks AMS administrator (or a team administrator). If you are not an administrator, you do not have any ability to create groups, because this grouping applies across the entire site and to all people, and allowing many people to do this would quickly create an unnecessarily complex group structure. However, with the Personal groups tool a professional user can construct their own groups. Personal groups only act as groups for your personal purposes, such as data entry, reporting, messaging, and planning, and are not visible to anyone except yourself.

Personal groups are most suitable for dynamic situations where group members change often. Temporary groupings are not particularly useful from an administrative perspective and it may not be sustainable for administrators to manage the groups, but they can be appropriate for those with coach access. For example, a coach may create a personal group for athletes they are working with on a short-term basis, like a sub-group of injured athletes or athletes attending a training camp. This will allow the coach to efficiently enter data and run reports for the selected users, along with the ability to update the group members at any time.

A coach user’s personal groups are only accessible to them and cannot be shared with others. If the creator of a personal group wants to send a report about the users in the group, the creator would need permission to send the report, and the recipient would need to:

1. Have permission to access the people in the group, and
2. Have permission to view the event form that the report relates to.

The recipient could then choose to create their own personal group made up of the people in the report.

Create a personal group

Personal groups can only be created and used with the web version of AMS. Depending on your system permissions and page layout, there are several ways to create a personal group, including:

1. Using the Personal groups tool via the homepage or the navigation bar.
2. Via athlete selection step when using the Reports tool.
3. Via the athlete selection step when using the Internal messaging tool.

If you need to Edit or Delete a personal group, you must use the Personal groups tool to access and make changes to your personal groups.

Creating personal groups with the Personal groups tool

1. Navigate to the Personal groups tool (if available).
2. At the top of the page, select Create new personal group.
3. Enter a name for the personal group, remembering that personal groups are only visible to yourself.
4. Use the search tool or the tick boxes to pick which members of the group you are accessing will become part of this personal group.
5. Click the Save button.

Creating personal groups with the Reports tool

1. Navigate to the Reports tool (if available).
2. In the Select data to view box, click the link displaying the number of users selected.
3. Use the search tool or the tick boxes to pick which members of the group you are accessing will become part of this personal group.
4. Select Save selection as a new group?
5. Enter a name for this personal group, remembering that personal groups are only visible to yourself.
6. Click the button showing the number of users selected, which will return you to the Reports tool page with the new personal group selected.

Creating personal groups with the Internal Messaging tool

1. Navigate to your AMS Inbox (if available).
2. Select the option to create a New message.
3. Click the link displaying the number of users selected to Send message to.
4. Use the search tool or the tick boxes to pick which members of the group that you're messaging will become part of this personal group.
5. Select Save selection as a new group?
6. Enter a name for this personal group, remembering that personal groups are only visible to yourself.
7. Click the button showing the number of users selected, which will return you to the new message page with your new personal group selected.