Creating person groups

You use the Person Groups application to create groups of people. After you create these groups, you can assign the groups ownership of tickets and work orders.

1. In the Person Groups application, click New Person Group.
2. In the People table window, click New Row to add persons to the group.
   You can add a person multiple times to a person group within the same level, such as within multiple sites or within several organizations.
3. Specify a value for the person.
4. Optional: To use the person for a specific organization or site, specify a value in the Use for Organization field or Use for Site field.
   These values are used to determine whether to route a workflow assignment or a notification to a specific person at an organization or site.
5. Optional: To designate default settings for the person, select these options:
   1. To designate the person as the default person for an organization or a site, select the Organization Default checkbox or Site Default check box.
      You can designate only one person as the default for each organization and each site. If you do not select this option, the group default is used.
   2. To designate the person to be the default person for the group, select the Group Default checkbox.
      If you do not select this option, the first person added to the group becomes the group default.
6. In the Sequence field, specify a numeric value to indicate the assignment sequence for the person.
7. Optional: In the Alternates table window, click New Row to add people as alternates for notifications and workflow assignments.
8. Save your changes.