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Service work groups are created to deal with service applications. It resolves business group service applications, which have a hierarchical structure, according to the definitions made.

Path: CRM > Service-Garanti > Service > Service Business Groups

Attention: To perform transactions and definitions on the Service Business Groups page, the relevant action is taken. categories, processes, XML settings and parametric definitions need to be made. At the same time, the user must be authorized on a module basis.

Service Work Groups Listing

On the Service Work Groups listing screen, listing can be done by branch, department, hierarchy and type in the filtering section. As a result of this listing, if there are defined job groups, they appear on the list screen.

By clicking on the human icon, the hierarchical structure among the employees in the work group is displayed as a template. If you want to update the work group, click on the pencil button.

In the next part, let's talk about creating and updating a new work group. Click the "+" button to create a new work group.

Creating and Updating a Service Workgroup

There are many definitions that can be made on the service workgroup creation registration screen. If some options are selected, various operations will be performed in the background.

Selection Boxes: The "Active" selection box must be selected if this service group is active. With the "Show in Budget" option, the service work group is included in the budget related to the transactions made. With the "Online Support Team" and "Online Sales Team" options, the role of the service business group is defined in the system.
Group Name: The group name is given in this field.
Organization Details: Starting from the group presidency, the company, branch and department defined on the system are selected.
Project: The service business group is created with a project. can be associated.
Sponsor: If this service business group has a sponsor, this employee is selected.
Manager and His Role: The manager can be selected from the employee records. Details of this manager's role regarding the service work group can also be given if desired.
Parent Group and Hierarchy: The parent group selection can be selected according to another service work group that has been created. Attention: A record cannot be made without giving the hierarchy number.
Type: Various selections can be made according to the parametric definitions made. Example: Team Leaders, Experts, etc.
Description: If desired, a description can be entered regarding the service work group.

After the definitions, click on the "Save" button.

Now let's go to the update screen of this record and save it. Let's see what kind of definitions can be entered differently from the screen.

Group Employees: Employees in the service job group can be added here with the "+" button.

How to update the group employee by giving details for the service job group. Let's examine.

Selection Boxes: It is selected whether this group employee is "Principal/Agent", "Critical Position" or not.

Role: The role of the group employee within the service work group.

Employee: One of the employees defined on the system is selected from this field and defined as a group employee.

Type: Type selection can be made according to the parametric definitions made. Example: Leader, Specialist, etc.

Work Group: The job group comes automatically.

Superior Role: If one of the other defined job group employees is the superior of this group employee, that person is selected. Thus, the hierarchical order within the work group is ensured.

Sequence No: The sequence number of the group employee is entered.

Hierarchy: The place of the group employee in the hierarchy is indicated by numbering.

So, after all the definitions are made, how is this service work group? Business groups defined in the details of an application can be selected from the

CRM > Service-Warranty > Service > Service Applications page. Thus, service work groups are formed to carefully examine all kinds of service applications and carry out maintenance work.

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About Workcube Objects

Service Work Groups

Service work groups are created to deal with service applications. It resolves business group service applications in a hierarchical structure according to the definitions.

Type: WBO Version: Catalsyt v5 Licence: Standard Author: Workcube Core