| 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.
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.
...
Keep in mind that not all Workgroups can be deleted. A Workgroup can only be deleted if all the Workers assigned to it are associated with at least one other Workgroup.
Using Notifications for Workgroup Alerts
Insert excerpt Using Notifications for Workgroup Alerts Using Notifications for Workgroup Alerts nopanel true
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.
Charge Catalog
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.
...