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The Team module screen in ProTrack Warehouse Warehouse enables the user to create a team by grouping employees into a centralized team.

To access the Team screen:

  1. Select the Team tab under the Configuration menu. The Team screen appears.

    image
    imageTeam.

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  1. jpg
    titleFig.247 Team


Adding A Team

To add a Team:

  1. Type the name of a team create a team insert name of team by typing team name in the Team Name text box.

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  1. .
  2. To add criteria to a team, click the Add button.

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  1. 'Add' link and a popup window will appear.

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    imageTeam Criteria.jpg
    titleFig.248 Team - Criteria


  2. Select a Select from the three criteria in the Team Criteria drop box and click Savedown list.

    Team Criteria Descriptions

    Team Criteria

    Definition

    Employee

    Depending on data level, the user can choose employees to add to a team.

    Facility

    The user can choose any facility to add to a team.

    Role

    The user can choose any role to add to a team.

  1. Click on the search box to select Criteria Value.

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  1. Table 63. Team Criteria Descriptions
  2. Click Image Added.


Searching Team

To search for a particular Team:

  1. Click Image Added and a popup window appears.

    image
    imageTeam Search.jpg
    titleFig.249 Team - Search


  2. Type in a Team Name.
    Tip
    titleTips
    • To list Teams with names starting with a particular character, enter the character into the field. For example, to search teams starting with the character 'C', enter 'C' in the Team Name to list teams with names starting with C.
    • If no search criteria are specified all the teams will be listed in the 'Team Summary' section.

  3. Click Image Added and the records for the selected criteria will be listed in the 'Team Summary' section.

    image
    imageTeam Results.jpg
    titleFig.250 Team - Search Results
  1. Click on the search box to select Criteria Values.
  1. Select each Criteria Values and click submit.

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  1. Click save when team has been created.

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