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Add a new key term group

Key Terms can be used on a case to categorise the requested information. In order to group these Key Term categories together, a Key Term Group can be created. Key Term Groups can be used to show trends across the business in these categories.

Select the link below to open an eLearning module on Key Term Groups.

The eLearning module will open in a new internet window.

- How to add a new Key Term Group (duration = 9 minutes)

To add a new key term group , follow the steps below.

1. Click on the + Add Key Term Group button.
2. Enter the name of the group in the Name field.
3. Click on the Create button. A message appears to tell you that the group has been created. The Key Term Group is added to the list, with a New icon next to the name. This is a reminder that this group has been newly added and needs to be saved before moving off the Key Terms screen.
4. To save, click on the Save button.