Associate workgroups to parcels

Parcels and workgroups can be associated from either a parcel record or a workgroup.

Prerequisites

Edit Parcels permission is required to edit parcel details.

Add a workgroup to a parcel

1. Go to the appropriate parcel.
2. On the Workgroups panel, select Add.
3. For Choose a Workgroup, select the workgroup name.

   The workgroup's details display in the modal.

4. For Parcel Status in Workgroup, enter or select the workgroup status to apply to the parcel, if desired.
   Note: This field only includes statuses assigned to the Workgroup’s Parcel Type that was selected in the Workgroup parameter.

5. Select Add Workgroup.

The added workgroup displays in the Workgroups panel.

Remove a workgroup from a parcel

1. Go to the appropriate parcel.
2. In the Workgroups panel, locate the workgroup.
3. Select the Delete icon.
4. On the confirmation message, select Yes.

   The workgroup is removed from the Workgroups panel.