Editing Technician Work Groups

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'''Create new Work Groups and assign techs to groups'''
 
'''Create new Work Groups and assign techs to groups'''
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#       Select '''Setup''' module.
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1.       Select '''Setup''' module.
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#       Click '''Company'''.
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2.       Click '''Company'''.
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#       Click '''Lists'''.
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3.       Click '''Lists'''.
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#       Select '''Work Groups'''.
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4.       Select '''Work Groups'''.
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#       Click '''New''' in the lower right corner. The '''Work Group Editor''' window will display.
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5.       Click '''New''' in the lower right corner. The '''Work Group Editor''' window will display.
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#       Type the name for the new Work Group.
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6.       Type the name for the new Work Group.
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#       Click '''Add From Technicians.'''
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7.       Click '''Add From Technicians.'''
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#       Click technician name and click '''OK'''. To add multiple technicians, hold down your ctrl key and click on the multiple contacts and click OK.
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8.       Click technician name and click '''OK'''. To add multiple technicians, hold down your ctrl key and click on the multiple contacts and click OK.
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#       Click '''Add From Subcontractors''' to add subcontractors to a Work Group.
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9.       Click '''Add From Subcontractors''' to add subcontractors to a Work Group.
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#   Click subcontractor name, or hold down ctrl and select multiple subcontractors.
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10.   Click subcontractor name, or hold down ctrl and select multiple subcontractors.
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#   Click '''OK'''.
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11.   Click '''OK'''.

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