Groups (tab)
Summary
Site groups can be created by selecting specific sites to form a group. By grouping sites, actions such as price changes or deployments can be made on multiple sites at once instead of individually.
- A site can be a member of one or more groups
- A site might not associate with all groups
- Groups have no hierarchy
| Item | Description |
|---|---|
Add new Site Group | Launch pop-up window to create a new group |
Save Changes | Save changes made in the Groups grid |
Cancel Changes | Cancel unsaved changes made in the Groups grid |
| Column filters | Columns can be filtered to show a subset of records |
| Edit (pencil) icon | Launches edit page for selected site group |
Name | Populated from Site Info page
|
Sites in this group | Number of sites in the site group |
| Display group in report options | When selected, the group will be available to be selected for a report for targeted reporting by group
|
Operation
Add New Site Group
- Click Add new Site Group
- Enter the group name
- Select Display group in report options to make site group available on reports
- Save to save new group or Cancel to discard unsaved changes
Edit Site Group
- Click the edit icon (pencil) to open the group's edit page
- Left panel - List of all sites available to be added to the site group
- Right panel - Lists all sites currently in this group
- To add a site to the group:
- Click the name in the left panel; the site will then display in the right panel
- FIlter All Sites/Filter Selected Sites
- To easily find specific sites, use the text boxes to filter all sites or to filter selected sites in a group
- Filters allow alphanumeric entries, e.g., enter "2" to find all sites with "2" in the site name, or enter "O" to find all sites with "O" in the site name.
- Quantity displayed - Displays the number of items shown out of the total number of items available
- Click Save to save changes and exit page, returning to Groups page
- Click Cancel to cancel changes and return to Groups page
- Click Apply to apply changes and remain on current page
Deploy to site group(s)
To deploy changes to a site group or groups:
- Click Sites tab
- Click in the field "Filter sites by group"
- This will expose a list of site groups. Select a group or groups from the list to deploy changes to
- by default, all sites in the site group will be selected in the Site column
- Specific sites can be unselected to only deploy to some sites in the site group
- Click Deploy Sites
- Changes will be deployed to the selected sites in the selected group(s)
Menu items/shared properties
Multiple property changes can be made to menu items and applied to a specific group or groups. For example, a special area-specific promotion can be easily configured by selecting the groups for the area and modifying the property settings for selected menu items. Deploy the selected groups to apply the changes to the sites within the group(s).
To apply menu item property changes to selected groups:
- Go to menu items; click in Select groups field
- Select a group or groups from the dropdown list of groups
- Edit a menu item; the Shared Properties page will open and show the menu item properties shared for the selected individual sites and the selected site group(s)
- Click the plus sign next to the site group(s) to expand the list and show the sites in the group
- Make any desired changes to any of the properties. If a change is made, click the Change checkbox to request that the change be applied to the property
- Click Save to save changes and close the window; click Cancel to discard any changes
- Note: An error message will display if Change is not selected when Save is clicked
- Return to Sites page, select Group from list and click Deploy Sites
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