Workgroups allow you to organize technicians by their skill sets on the scheduler.
Work Groups on Desktop
Work Groups help you sort technicians based on their skill sets.
This makes scheduling easier when you need a technician with a specific skill for a job.
For more information on Work Groups use the following link: https://help.cenpoint.com/docs/work-groups-1
Seeing Work Groups on the Schedule on Desktop
Work groups appear top to bottom on the Tech scheduler:
If you don't see them, click on the "Addt'l Options" button and check the "Show Work Groups" box.
Work Groups appear on the left side of the screen on the Weekly Scheduler:
If you don't see them, click on the "Addt'l Options" button and check the "Show Work Groups" box.
Create Work Groups on Desktop
To create work groups, go to File -> List Management -> Users -> Work Groups
Click 'Add New' to create a new work group.
Highlight an existing work group and click 'Modify' to edit it.
Add Users to a Work Group on Desktop
To add users to a work group, go to File -> Users
Find your user, then double click on them or select them and click Modify
Go to the "General" tab and assign them to a Work Group
Work Groups on Portal
Work Groups help you sort technicians based on their skill sets.
This makes scheduling easier when you need a technician with a specific skill for a job.
For more information on Work Groups use the following link: https://help.cenpoint.com/docs/work-groups-1
Seeing Work Groups on the Schedule on Portal
Work groups appear as stripes in the center on the Tech Weekly Scheduler:
If you don't see the work groups, go to the filters on the right-hand side and enable the "Show Work Groups" switch.
Work Groups appear on the left side of the screen on the WO Weekly Scheduler:
If you don't see the work groups, go to the filters on the right-hand side and enable the "Show Work Groups" switch.
Create Work Groups on Portal
To create work groups, go to More -> List Management -> Users -> Work Groups
Click 'Add' to create a new work group.
Click 'Open' to edit a work group.
Enter in the Category Name and click OK to save your changes and close the window.
Add Users to a Work Group on Portal
To add users to a work group, go to More -> Users
Find your user and then double click on them or click the Ellipsis -> Modify
Go to the "General" tab and assign them to a Work Group