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How to Create a Work Group

  1. Click the Search icon.
  2. Type in “Work Groups” in the search bar.
  3. Select “Work Groups (Administration)” from the search results.
  4. This takes you to the Work Groups list page. Click the New icon.
  5. This takes you to the Work Group Detail screen. Enter the name of the work group.
  6. Make sure the Active checkbox is checked.
  7. Add Staff members to the work group by tying their name in the field. Select the staff from the search results.
  8. Any staff currently in the work group shows below the staff field. To remove a staff from the work group, click the Delete (X) icon.
  9. Add the CDAG(s) that should be associated with this work group by typing in the field. Select the CDAG from the search results.
  10. Any CDAGs currently associated to the work group shows below the CDAG field. To remove a CDAG from the work group, click the Delete (X) icon.
  11. Click Save.