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. From the top menu, 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:
  7. Escalation - Escalation is the action that must occur in the system to ensure that the review process does not stop.
  8. 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.
  9. Click the Save button.
    Result: The new group has been added and the Detail of the group is displayed.

See Also

Groups-Teams

Editing the Default Teams

Adding Teams to New Groups

User Management

Roles

Rights

Rights Groups

Users

     

 

 
Friday, March 20, 2020
12:02 PM