Facility Groups
Sort facilities into client-specific groups for better organization.
Written by Jess Hamilton
Updated at July 27th, 2024
Facility Groups allow clients to categorize facilities into groups for better data organization, reporting, and user access controls.
In order to configure which facilities belong to a group, the group must first be created on the Facility Group Setup page.
Locate Facility Group Setup
Click the nine dots icon at the top left corner to open the global menu. Under Home, select Administrative Console.
In the Administrative Console menu on the left of the screen, click Configuration, then Facility Group Setup.
Tip: If you're on a Facility page, you can use the shortcut from the Facility Profile. Click the Facility Groups tab and follow the “Click here” link!
Add New Facility Group
Click Add New at the top of the Facility Groups page.
Fill out the information to create the Facility Group and click Add New.
| Field | Description |
|---|---|
| Display Name* | This required field determines the name for the Facility Group in Titan Cloud. |
| Order ID | This optional field determines how Facility Groups are ordered when rendering reports and when selecting groups from the Facility Profile. When no Order ID is set, Facility Groups are ordered alphabetically by Display Name. |
| Global Group (Toggle) | When enabled, all facilities will be automatically added to the group. |
| Active (Toggle) | When enabled, facilities can be added to the group. |
Once the group has been created and added to the grid, facilities can be added to the group.
Edit a Facility Group
Locate the group in the Facility Group Setup grid and click the pencil edit icon next to its Display Name.
The top of the Facility Group editor allows you to update the fields that were provided when the group was added: Display Name, Order ID, global status, and active status.
Below, nine categories are available to sort facilities into the group: country, state/province, county, city, facility status, market, zone, manually added facilities, and role administration.
Click on any of the categories to view a list of available options within that category.
Click an item on the Available list and use the arrow icons to move it over to the Selected list.
Example: The image below shows a Facility Group called “East Region." In the State/Province category, Maryland and New York have been selected from the “Available” list and moved to the “Selected” list. This means any facility with an address in Maryland or New York will automatically be added to the East Region Facility Group.
Click Update to save changes.
Tip: The Manually Added Facilities category allows you to hand-pick which facilities are added to the group.
Add a Facility to a Group from the Facility Profile
If you are setting up a facility and want to manually add it to an existing group, you may do so from the Facility Profile.
Navigate to the Facility Profile, and select the Facility Groups tab. All active Facility Groups will be listed here. Any Facility Groups that the facility belongs to automatically will be checked and grayed out.
Clicking the checkbox next to a Facility Group Display Name will manually add the facility to that Facility Group.
