| Table of Contents | ||||
|---|---|---|---|---|
|
...
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.
...
Navigate to Main > People > Workgroups to open the Workgroups Grid.
To add a new Workgroup to the Grid, click the Add button immediately above the Grid.
...
In the Workgroup data entry form, the User is prompted to define a number of fields. The Workgroup Name is the first required field.
...
Optional fields include Charge Catalog, Location Permissions, and Escalation Sequences.
Note: For more information on Escalation Sequences, see the 'Admin'.
...
Using Notifications for Workgroup Alerts
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Default Workgroup Rates
When a Workgroup is added, either by selecting a Worker or adding the Workgroup, the Rate will automatically populate based off the value defined by the Workgroup.
...
The Charge Catalog picker controls the type of Charge to be used for each Workgroup. Setting the Charge Catalog on the Workgroup allows the User to track the Labor separately based on the Workgroup.
| Child pages (Children Display) | ||||
|---|---|---|---|---|
|