Adding children to groups

A key feature of the Children module is how easy and intuitive it is to set up and manage your age-based groups for children and young people. You can easily assign children to groups and process them into their next eligible groups as they get older. Before assigning children to groups, you will first need to create one or more Groups in a Group Setup—see the related support article: Group Setups and groups for children.

Adding children groups from a child's profile page

From the Groups tab of a child's profile, click Add to group.

On the Add to group pop-up, choose the Group Setup. For children with a date of birth, the correct Group is automatically selected based on the group entry criteria previously specified. For children without a date of birth specified, you will need to choose the appropriate Group. Click Save. Repeat this step to add the child to a group in another Group Setup.

A child can only be assigned to one group in each Group Setup, but they can belong to multiple Setups if that's applicable. You can return to the Groups tab of a child's profile at any time in the future to manually Move them to a different group in the same Setup or to Remove them from a group. We've also produced a separate support article on Processing children into new groups as they get older.

Adding children to groups from the group page

You can add children to Groups in a Group Setup. Working within the Groups section of the module, click into a Group Setup of interest, and then click on a group Name from the list shown on the Groups tab:

From the Group page, click Add member on the Children tab. Note that you can use the Group navigation on the left-hand side of the page to switch and add children to other groups in the Setup.

On the Add member pop-up, search and select a child's name. Multiple children can be searched and added in the same pop-up. You can also search and select by Tag to add multiple tagged children. Click Save to add the selected children to the group. Since a child can only belong to one Group in each Group Setup, any selected children who already belong to another group in the Setup will be moved from that other group to this group.

Finally, note the option to View demographics for the group:

A pop-up shows the Group Demographics:

Bulk-adding children to groups

You can quickly populate groups for a new Group Setup in a single workflow. This workflow is also useful for periodically identifying children not currently in a group and bulk-assigning them to suggested groups they are each eligible for based on the child's age and each group's entry criteria. Here's how.

From the Groups section of the module and viewing a Group Setup of interest, click Add children:

The Add children pop-up shows a list of all children who meet the criteria of groups in the Group Setup and have not yet been assigned to a group. Children are shown sorted by the group they are each eligible for. Selecting a child will immediately add them to their eligible group. Children without a date of birth are shown with No suggested group and will need to be assigned to groups manually or left unassigned until their date of birth is known.

Close the pop-up to see an updated Children count for each group in the Setup. Clicking on a group Name navigates through to the group, where you will see the list of children assigned to the group: