Work Groups

Work Groups on Desktop

To create a work group go to File->List Management->Work Groups

Then add a new Work Group or Modify an existing one.

Then you will want to assign users or technicians to the Work Groups by going to File-> Users-> Select a user.

Go to Work Groups on the user and assign them a work group, this will display on the scheduler, helping your dispatcher schedule 

technicians for specific jobs.  

Under 'Addt'l Options' on the scheduler make sure Show Work Groups is checked and refresh the schedule.

You should now see the work groups you created!

Work Groups on Portal

More -> List Management -> Work Groups

To add a new work group, click the Plus Button then enter a Category Name

Then you will want to assign users or technicians to the Work Groups by going to More -> Users-> Select a user.

Go to Work Groups on the user and assign them a work group, this will display on the scheduler, helping your dispatcher schedule technicians for specific jobs.  

Under 'Addt'l Options' on the scheduler make sure Show Work Groups is checked and refresh the schedule.

You should now see the work groups you created!

For more information on Work Groups use the following link:https://help.cenpoint.com/docs/work-groups