You set up Resource groups to:

• Assign customer and work to groups of collectors.

• Control the access by managers to collections information maintained by their subordinates.

• Determine how collections information is aggregated in reports.

If you want managers to access collections tasks created by their subordinates, then you must set up a hierarchy of resource groups that mirrors your collections organization.

You can have multiple employees in one group. An employee in a group with the role of manager automatically becomes the manager of the other employees in that group and of the employees in the groups below in the hierarchy.

Prerequisites

• You must have a CRM Resource Manager responsibility.

  You must be defined as a resource.

   Steps:

1. Using the CRM Administrator responsibility, navigate to Maintain Resources > Groups.

   The Define Groups window appears.

2. To find an existing resource group:

   • Click Find on the application toolbar to open the Find Group window.

   • Select a group name from the list of values in the Group Name field and click Find. The application populates the Results section with the group name search results.

   • Select a group name in the Results table and click OK. The application populates the Define Groups window with the group information.

3. To create a new group:

   • Enter a group name in the Group Name field.

   • Enter a brief description of the group in the Group Description field.

   • Enter the effective dates for the group in the Start and End fields.

     Suggestion: To create a hierarchy of groups, start at the bottom or the top of the hierarchy. This will make it easier to link each group to the parent group or to its child groups.

Restrictions

If collections managers are responsible for managing their own customers' delinquencies, then they should be part of their own groups.

Use the Relations tab to relate Parent Groups.

See also: Phase II: Managing Resources in Oracle Trading Community Architecture Administration Guide.