Renaming a Companion Group

Once cases have been added to a Companion Group, you may find that the Group Name will need to be renamed to better represent its members. A Companion Group Name can only be changed within the Companion Groups Directory.

The Hide/Show List button on the Header Band can be used to toggle the visibility of the Groups Pane.

To rename a Companion Group,

  1. With the Groups Pane displayed, select a Group Name from the list of Companion Groups to enter edit mode. Your cursor will display in the Group Name column and allow you to modify the current Group Name.

 The row indicator will display an edit icon when a field is in edit mode. When a field is in view mode, an arrow icon will be displayed.

  1. Enter the desired changes to the Group Name.

A Group Name cannot be blank or duplicated. You will notice a red validation border and icon with one of the corresponding validation messages.

                               

  1. Click the Save button to keep your changes.

The renamed Companion Group Name will be displayed in all areas of Needles that use the Group Name. If the Companion Cases tab of a case member is currently open while a group name change is made, the following change notification will be displayed in the header bar of the tab. The Staff Name that has made the change will be displayed as applicable. Click on the change notification message to refresh the data on the screen with the corresponding changes made in the Directory.