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A Workgroup is a collection of employees working together to achieve a common goal. The nature of the goal can be project-specific – for example, a team of employees collaborating on a Service Desk item – or by function, such as Telecom, Programming, etc.

Workgroup tabs

The tabs associated with Workgroup are as follows: Workers & Rates, Location Permissions, Escalation Sequence, and User Defined Fields.

Adding a Workgroup

Navigate to Main > People > Workgroups to open the Workgroups Grid.

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Note: For more information on Escalation Sequences, see the 'Admin'.

Of course, the key components of any Workgroup are the employees with which it is associated. To add members to the new Workgroup, use the tab labeled Workers & Rates.

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