Adding My Groups – Your Favourites

PM Office allows you to create your own Favourite items for frequently used features. These are saved in My Group, and multiple groups can be created.

1. Right click on My Group.
2. Select Groups from the menu.
3. Select Add Group from the menu.
   
4. Overtype to name your group.
   
5. Right click your newly named group.
6. Select Work Items.
7. Select Add Work Item. This will enable you to add items that you use most frequently such as Conversations, Bedboards, Waiting Lists etc. to the group.
   

 
In this example I am adding the Outpatient Referral Conversation, other items from other menus can be added too.

8. Select the Work Item Type. In this example, I have chosen to use a Conversation.
9. Click OK.
   
10. The available options are displayed. Scroll and select the item you wish to add. In this example, I have chosen Conversation and Outpatient Referral.
11. Click OK.
    
12. The Item has been added to your Group.