You use the Person Groups application to create groups of people.
After you create these groups, you can assign the groups ownership of tickets
and work orders.
Procedure
- In the Person Groups application, click New Person Group.
- In the People table window, click New Row to
add persons to the group. You can add a person multiple times to
a person group within the same level, such as within multiple sites or within
several organizations.
- Specify a value for the person.
- Optional: To use the person for a specific organization
or site, specify a value in the Use for Organization field
or Use for Site field. These values
are used to determine whether to route a workflow assignment or a notification
to a specific person at an organization or site.
- Optional: To designate default settings for the person,
select these options:
- To designate the person as the default person for an organization
or a site, select the Organization Default checkbox
or Site Default check box. You can designate
only one person as the default for each organization and each site. If you
do not select this option, the group default is used.
- To designate the person to be the default person for the group,
select the Group Default checkbox. If you
do not select this option, the first person added to the group becomes the
group default.
- In the Sequence field, specify a numeric
value to indicate the assignment sequence for the person.
- Optional: In the Alternates table window, click New
Row to add people as alternates for notifications and workflow
assignments.
- Save your changes.