Specifications

CHAPTER 10 NDA-24213
Page 218
Issue 3.0
MIS Procedures
Agent Group Name Assignment
5. Agent Group Name Assignment
STEP 1: Choose
Agent Group Assignments
under the
Configuration menu
. The
Agent Group Name
Assignment
window (see Figure 8-16) will display.
STEP 2: All agents are originally assigned to Agent Group 1 and must be reassigned to create other groups.
(a) If this has been done previously, a listing of any previously assigned numbers and names will
appear on the
Agent Group Name Assignment
screen. Choose the next unused group number
and go to
Step 3
.
(b) If this is the first additional group, begin the new group entry in
Step 3.
STEP 3: Enter the new
Agent Group Number
from the drop-down menu in that column.
STEP 4: Enter the
Agent Group Name
you wish to assign in the Agent Group Name column.
STEP 5: Choose one of the following:
• Select
OK
to accept the entry and close the assignment window.
• Select
Cancel
to close without assigning the name.
STEP 6: If you chose to assign a new Agent Group Number and Agent Group Name, and you wish to place
agents in this new group, open the
Agent Assignment
window under the Configuration menu.
STEP 7: Enter the appropriate number in the Group Number field for an Agent to be assigned to the new
group.
STEP 8: Choose one of the following:
• Select
OK
to accept the entry and close the assignment window.
• Select
Cancel
to close without assigning the number.