TDX: Updates Required when New ITS Phone List Created

When a new ITS phone list is created

  • Create a ticket in Team Dynamix using the Team Dynamix service and attach the phone list to the ticket.
  • Update user records to reflect changes in ITS management.
    • Admin > Users & Roles > Users
      1. Select user
      2. On the general tab scroll to the bottom and update the reports to field
      3. save
  • Update ITS Groups
    • Admin > Users & Roles > Groups
      1. Select any groups beginning with SO > ITS that have changed using the new phone list
      2. ensure that each group has a manager
      3. ensure that each user has a primary group
        • * The user's primary group should be their lowest level group that includes everyone who falls under their team lead or next level of reporting (for a lead this would be their director.  For a director this would be their Assistant Vice Chancellor).