The following procedures will guide through creating Officer Groups that can be used to assign the responsibility of an activity log to a random officer within a list using a round robin method.
Step 1 Log into CallTrax NEXT.
Step 2 On the landing page, click on Administration from the main menu
Step 3 Hover the mouse over Setup, and click on Officer Groups
Step 4 To create a new Officer Group, click the green Add New button
4.1 Type the name of the group into the Name box
4.2 Use the filters to isolate the list of officers to those within a specific bank, region or branch
4.3 To add an officer to the group, click on an officer in the Available Officer list
4.4 Click the single right arrow to select the highlighted officer
4.5 Use the double right arrow to select ALL officers
4.6 To remove an officer from the selection, click on the officer within the Selected Officer box
4.7 Click the single left arrow to remove the highlighted officer
4.8 Use the double left arrow to remove ALL officers
4.9 Click Save to create the officer Group
Article Reference: CLTX701