(2024.2) Workgroups

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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.

To add a new Workgroup to the Grid, click the button immediately above the Grid.

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In the Workgroup data entry form, the User is prompted to define a number of fields. The Workgroup Name is the first required field.

Each Workgroup is assigned a Manager to oversee the group's operations. To select a Manager, click on the Search Icon in the Manager data field and select a Contact from the Workers/Contacts list. (Note: Only Contacts with the Worker type are selectable as Managers.)

Optional fields include Charge Catalog, Location Permissions, and Escalation Sequences.

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.

To add a new Workgroup member, click the Add button immediately above the Grid displayed in the Workers & Rates tab.

In the Add New Worker form, the User is first prompted to select a Worker from the Workers/Contacts drop-down list. The User must then define the Worker's 'Hourly Rates'. Once all defined fields have been satisfied, click Save New button at the bottom of the form. The new Worker appears on the Grid displayed in the Workers & Rates tab of the Workgroup data entry form.

Users can add as many Workers to a Workgroup as desired.

Once all required fields in the Workgroup data entry form have been satisfied, click the Save New button at the bottom of the form. The new Workgroup appears on the original Workgroups Grid.

Editing a Workgroup

Users can edit any item on the Workgroups grid by double-clicking the item or highlighting and clicking the Edit Selected button immediately above the Grid. This action opens the Workgroup's data entry form where edits can be made and saved.

Deleting a Workgroup

Users can delete items from the Workgroups Grid by clicking on an item and pressing the Delete Selected button immediately above the 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

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.