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.
  1. Enter the code for and name of the new group.
  1. When creating a review/approval group, click the drop-down arrows and specify the following:
  2. Escalation - Escalation is the action that must occur in the system to ensure that the review process does not stop. For additional information on configuration, see Escalation.
  3. 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. For additional information on configuration, see Rules.
  4. Click the Save button.
    Result: The new group has been added and the Detail of the group is displayed.

See Also

Groups

Editing the Groups

Renaming the Groups

User Management

Roles

Rights

Rights Groups

Users

     

 

 
Friday, March 20, 2020
12:36 PM