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Creating work groups

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Manage work inside your organization logically and efficiently by creating work groups. A work group connects a manager and a group of reporting users to enable relevant workflow management and improve communication.

For example, at run time, when a user misses a deadline for a task, a reporting manager receives a notification. Your application determines the manager by using a work group setting.

When you create an application, the system creates a default work queue and work group. Because of mutual dependencies, you need to provide a work queue when you create a work group, and when you create a work group, you need to provide a work queue. Use the default values, and then provide the actual values after you create your work group and work queue.
  1. In the header of Dev Studio, click Create Organization Work Group .

  2. On the Create Work Group tab, in the Short description field, briefly describe the purpose of the group.

    Enter Loan application reviews.
  3. In the Work Group Name, enter a label for the work group.

    As a best practice to provide more information in the name, append to the work group name the at sign (@), followed by your organization name.
    Enter Loans@UPlus.
  4. Click Create an open.

  5. On the Work group tab, in the Settings section, provide basic information about the work group:

    1. In the Manager field, enter the ID of a user who is a reporting manager for the group.

    2. In the Default work queue field, enter a default work queue to receive work coming into this work group.

  6. Click Save.

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