How to: Create a Workgroup#
1. Go to the Business Data menu.#
2. Select the Workgroup entity.#
3. Select the New button.#
4. Add the Workgroup information.#
Enter a unique Name and, optionally, a Description. Leave Resource Sort Rule Set and Material Sort Rule Set unassigned unless you need a configured sorting rule.
5. Select Next to open Workgroup Elements.#
6. Add the required Resources, Steps, or Areas.#
Use in the appropriate section to add the objects to the Workgroup.
Add the Resources that belong to this Workgroup.
Add each Step with its associated Facility.
Add each Area and enable Include Resources, Include Steps, or both. At least one option must be enabled.
7. Select Create.#
