Groups, Display Schemes & Members

Display Groups

After you’ve set-up your group schemes (see “Groups, Set-up Schemes”) you can display them as follows, starting from the Main Menu…

· Click the “Policies” button

· Click the “Signpost” button

· Click “Groups / Display / All groups”, which will display all your “group header” policies, as shown below

Display Members

Then to display all the members in a scheme…

· Click on and thereby highlight any “group header” record that you’re interested in

· Click the “Signpost” button

· Click “Groups / Display / Current group”, as shown below

Display All Policies Again

To revert the scrolling list of policies back to normal, simply…

· Click the “Signpost” button

· Click “Policies / Display / All clients”