A Workgroup is a group of users within the organisation who are able to access and action Contracts, Orders and Invoices within a certain business unit. The equivalent of a Workgroup on the Supplier side is a Resource.
The differing operating procedures and business rules of each organisation will determine the way workgroups are defined. For example, one organisation may define Workgroups for geographical zones, regions or states, whilst another might define Workgroups by Cost Centre, Business unit or functionality (such as an Accounts workgroup).
When a Schedule is created in ConSol it is linked to a Contract Administrator Workgroup to enable categorisation of new Orders. Each Workgroup may be associated with one or more Schedules.
Since Orders are also linked to Schedules via Service Categories, members of a Workgroup can only process Orders for Schedules with which they are linked.
Linking Workgroups to each other by Roles is a key feature of how ConSol works. The Workgroups, Roles, Schedules and Service Categories are defined in such a way as to enable the workflow of your organisation’s business.