Service providers : Dynamic order allocation : Working with... : Tasks for the team planner / team coordinator : Adding an allocation group
Adding an allocation group
An allocation group is an 'umbrella concept'. You can define one or more allocation groups to cover the most common situations that involve the dynamic assignment of a service team to a work order, within the corresponding customer contract(s).
1. Go to the Allocation groups TSI.
2. On the action panel, click Add.
3. Enter a relevant Code and Description for the allocation group.
4. In the Team field, select the regular service team that will be responsible in case of generic team allocations.
5. Click Save.
6. On the action panel, click Link on-call team, to link on or more on-call teams.
The allocation group can now be selected on a general allocation agreement, to cover all common team allocations within the associated customer contracts. See General allocation agreement.