Edit a workgroup's interaction type within a service goal group

You can add or remove the interaction types assigned to any workgroup associated with a particular service goal group.

Note: To add or move workgroups within a service goal group, you must have view and modify access control rights for scheduling units. If you have any questions about your rights, see your administrator.

1. From the Interaction Optimizer Home page, in the Configuration area click Scheduling Unit.

2. In the Service Goal Groups area, select a service goal group and click the edit button. The Service Goal Group dialog box opens.

3. In the Workgroups area, select the workgroup to move and click the Edit Workgroup button. The Edit Workgroup dialog box opens.

4. Click the arrow at the end of the Interaction types drop-down list and do one of the following:

   1. To add interaction types to the workgroup, select the appropriate interaction check box or check boxes.

   2. To remove interaction types, clear the appropriate interaction check boxes.

5. Click OK to return to the Service Goal Group dialog box.

6. Click OK to return to the Scheduling Unit tab.

7. Click the save button.

For more information about configuring service goal groups, see the Related Topics.