Manage Work Groups

Work groups filter tasks and technicians by region, work order type, task type, or customer, so dispatchers can focus on their area of responsibility.

Work groups also support capacity management.

Create a work group

1. Select Workforce > Work groups > Add new.
2. Enter a Name and Description.
3. Select a Filter method for technician and task assignments
   • Region
   • Work order type
   • Task type
   • Customer
4. Select Save & continue.

Assign users or crews to work groups

1. Open Workforce > Work groups.

2. Open the work group you want to assign users to.

3. Select Members > Add new.

4. Select the users or crews to add.

5. Select Save.

Users in multiple work groups

Same filter type

If a user belongs to multiple work groups with the same filter type, the system combines them using an OR condition.

For example, if a user belongs to regions North and West, they can access tasks and technicians in both regions.

Different filter types

If a user belongs to work groups with different filter types, the system combines them using an AND condition.

For example, if a user belongs to region North and task type Corrective maintenance, they can access only tasks that match both conditions.