Workgroups allow you to organize technicians by their skill sets on the scheduler.
Work Groups
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
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.
Create Work Groups
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
To add users to a work group, go to More -> Users.png)
Find your user and then double click on them or click the Ellipsis -> Modify
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Go to the "General" tab and assign them to a Work Group
