Forms Used to Set Up Provider Groups
Form Name |
FormID |
Navigation |
Usage |
---|---|---|---|
Provider Group Revisions |
W17506B |
Case Setup (G90CG), Provider Group Revisions Click the Add button on the Work With Provider Groups form. |
Set up provider groups. You might need to add provider groups if the organization expands its product groups or if you decide to assign specialists to cases based on knowledge of product groups. |
Provider Group Employees |
W90CG506B |
On the Work With Provider Groups form, search and select a provider group, and click Provider Grp Empl (provider group employee) from the Row menu. |
Define members and associate skill levels with the provider group. Note: Use this form if you are escalating cases using skill levels. If you have not set the escalation constant in the S/WM System Constants program to escalate using skill level, the Provider Grp Empl option will not be available from the Row menu. Any address book record Search Type, not just employees, can be assigned to a provider group. The only requirement is that they must be set up as service providers in the Address Book. |
Work With Distribution Lists |
W02150A |
On the Work With Provider Groups form, search and select a provider group, and click Workflow Grp Rev(workflow group revisions) from the Row menu. Alternatively, select Case Setup (G90CG), Group Revisions. |
Review distribution list information. Note: Use this form if you are escalating cases using the notification method. |
Address Parent/Child Revisions |
W0150A |
On the Work With Distribution Lists form, click Add. |
Set up distribution lists for provider groups. Note: Use this form if you are escalating cases using the notification method. |