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This screen allows the creation of a Team by grouping a number of individuals. 
 

Info
titleInfo
  • The Facility ID will default to the user's assigned facility.

 

To access the Team Config screen:

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  1. Select Add from the Team Name drop down list.


    Fig.2 Team Config - Team Creation

  2. A popup will appear. Enter the name of the Team and click .


    Fig.3 Team Config - Team Name
  3.  The Team will be created and listed in the Team Name drop down list.
  4. Select employee(s) from the Search Results section and drag them into the Assigned section.


    Fig.4 Team Config - Assigning Employees
Searching For An Employee
  1. Enter appropriate filter criteria value(s) in the Unassigned section and click Image Added.
  2. Employee(s) that match the filter criteria will be listed in the Search Results below.

    Image Added
    Fig.5 Team Config - Search
Removing An Employee From A Team

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  1. Select the Team from the drop down list and all associated employee(s) of the Team will be listed in the Assigned section.

    Image Added
    Fig.6 Team Config - Team

  2. Click the Image Added to the right of the employee's name in the Assigned section or click and drag the employee from Assigned to Search Results section.
  3. Click Image Added to save the changes that were made.
Deleting A Team
  1. Select the Team from the drop down list.
  2. Click Image Added. Employee(s) will  be removed from the Team and the Team Name will be removed from the drop down list.