Working with Groups

When creating assessments for users it is often useful to be able to associate a user with some sort of group entity.

Groups take many forms and can come together formally or informally. As such they can be characterised in a multitude of ways.

A user created by the Promana API might, as in the real world, be an individual end-user/customer, or, they may be part of a company, a member of a group such as an internal department, a team – the list could go on.

Promana recognises a defined set of group types and allows the API consumer to create its own hierarchy of groups of any type within that set.

When Promana references a group, it is referencing any type of grouping of individuals, from government bodies to companies to informal teams.

There is no requirement to use Promana’s group types, but there are advantages to doing so.

Advantages of associating users to Promana group types

By default, as a Promana API consumer, you are represented in Promana data as an Organisation entity. Not to be confused with any other type of “organisation”.

  1. If, in the course of your own business enterprise, you are delivering some sort of assessment services to other downstream businesses, teams or groups, but you do not create entities in Promana to represent these, then all your individual users will be associated only with your organisation.
  2. If you want to create assessment assignments where people can assess groups that they belong to, or groups they observe from a distance, then you will need to define a group in Promana, using a Promana group type.
  • Surveys and reports involving groups are presented to the reader with we and they pronouns.
  • Assignments referencing individuals use he and she pronouns
  1. By associating assignees and assignments with group types, you as the API consumer can access anonymous norms derived from results gained outside your top-level organisation.

Promana Group Types

When creating groups or defining users, the Group type code must be passed.

Group type code Description
GOVT Government
FEDERAL_GOV Federal Government
REGIONAL_GOV Regional Government
LOCAL_GOV Local Government
AUTHORITY Authority
INST Institution
COMPANY Company
HEAD_OFFICE Head Office
BRANCH Branch Office
REGION_OFFICE Regional Office
SUBSIDIARY Subsidiary
GROUP_HQ Group Headquarters
DEPT Department
AD_HOC Ad hoc group
TEAM Team