Creating transition task groups
Before you define transition tasks, you can create and assign resources to transition task groups.
- Sign in as an administrator or generalist.
- Select Transition Management > Setup > Task Groups.
- On the Task Groups page, click Create.
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Specify this information:
- Task Group
- Specify the transition task group name.
- Description
- Provide a description of the transition task group. If this field is blank, then the default is the task group name.
- Active
- The transition group is active by default. To deactivate the transition group, clear the check box. Inactive task groups are not displayed in lists.
- Click Save.
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Add a new resource in the transition task group:
- From the Resource Assignments list, click Create.
- Specify the employee's ID number and name.
- Optionally, click Search to use the operators and locate a resource to add in the transition task group.
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Add two or more resources in the transition task group:
- From the Resource Assignments list, click Add Multiple.
- Select the employees from the Resources list.
- Click Add Selected Employees.
- Click Save.