Creating Groups

1. From the SmartSolve Portal Page, click the Home tab.
2. In the Setup and Policy section, click Setup.
3. In the System Wide section, click Group.
   Result: The Groups window is displayed.
4. Click Action >Add.
   Result: The Group entry window is displayed.

5. Enter the code for and name of the new group.
6. When creating a review/approval group, click the drop-down arrows and specify the following:

• Escalation - Escalation is the action that must occur in the system to ensure that the review process does not stop.
• Rule - Rules determine the percentage of approval or rejection responses a record can receive before the routing continues to the next group level or record level.

7. Click the Save button.
   Result: The new group has been added and the Detail of the group is displayed.

See Also

Editing the Default Teams

Adding Teams to New Groups