Creating and Managing Groups on The Well

Overview

Groups on The Well are a way to organize and pull multiple Bevi machines (units) and locations together based on your dispatching needs. You can set up groups of units based on routes, zones, companies, drivers, or other needs. 

Quick Reference

Set up a Group using the Manage Groups button

1. Log in to The Well and select the Installed page link from the top header bar.
2. Click the Manage Groups button in the right-side panel, under the label Organize Units into Groups.
   • The Groups window pops up. It may be empty, or contain a list on the left-side column of existing Groups you already manage.

3. To create a new group, select the ⊕ Add Group button.
4. Enter a Group Name. 
5. In the Units box, search by unit name for Bevi machines you want to include in the group. As you type, matches appear in the dropdown below the typing area.
   • It's helpful to know the exact name of the Bevi unit beforehand. Try typing a single word of the unit name if you're having trouble finding a match.

5. Select the checkbox for any unit you want to include in the group. Its name will appear in a label box below the search area, which indicates it is part of the current group.
   • Once a unit is selected and added to the group, you can delete the text in the typing area and start typing another unit name to continue searching for other units to add.
   • Click the ⓧ in a unit name label at any time to remove it from the group.
     • Click the Deselect All link in the top right of the search area to clear all the currently selected units from the group and start over.

6. When you are done adding all the units you want to the group, click the Save button to finish and close the Groups window.
   • The group will save and update.
   • You'll see this group appear in the list of existing groups next time you access the Manage Groups button. Make any changes needed by selecting it from the list, and using the same steps above.

7. (Optional - Shortcut) If you also want to set up an email alert for just the units in your new group, click the Save and Schedule Email button instead.
   • The group will save, and take you to the Email Subscriptions window with your new group already pre-selected in the Filters section.
   • You still need to choose all other options to finish setting up the email. Refer to this article to learn about the types of automatic emails available and how to configure them.

Edit or Change an Existing Group

To change or update a group, click the Manage Groups button. Find the group you want to edit in the list on the left-side panel and select it; you can also search for the group name in the search box (helpful if there are many groups set up already).  

• Follow the same steps as above to name and select the units that should be in the group, and save any changes.