Inactivate/Reactivate a Work Group

Applied Epic activities track actions taken on an account and can be used to remind users to follow up on various items. While activities are convenient for helping employees manage their work, responsibility for some routine work items belongs to teams rather than individuals. Activity work groups allow the members of a group to save time and provide more efficient customer service by working activities from a common queue. Any group member can view and complete activities assigned to the group.

Activity work groups must be created and edited in Applied Epic, but you can inactivate or reactivate them in Applied Epic for Salesforce if necessary. These changes sync back to Applied Epic. Inactive work groups are not available for selection in Applied Epic for Salesforce or Epic Benefits for Salesforce.

To inactivate or reactivate an activity work group in Applied Epic for Salesforce and Epic Benefits for Salesforce, do the following:

1. Click the Apps menu .
2. Enter Work Groups in the lookup field and click on the Work Groups item in the dropdown menu.
3. The Work Groups page displays. Click on the Work Group Name in the list that you want to inactivate or reactivate.
4. The page for the selected work group displays. Click the Edit button in the Inactive frame.
5. Select the checkbox to inactivate the work group, or deselect the checkbox to reactivate it.
6. Click the Save button.