Page History

The Team screen in ProTrack 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.
   

...

1. 
   

   image
   image Team.jpg title Fig.268 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.

...

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

...

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

   image
   image Team Criteria.jpg title Fig.269 Team - Criteria

   
   
2. Select a Select from the three criteria in the Team Criteria drop box and click Save.down 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.

   ^{Table 65. Team Criteria Descriptions}
   
3. Click _{Image Added}.

...

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

...

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

1. Select each Criteria Values and click submit.

...

1. Click save when team has been created.

Searching Team

To search for a particular Team:

1. Click _{Image Added} and a popup window appears.
   
   

   image
   image Team Search.jpg title Fig.270 Team - Search

   
   
2. Type the Team Name.
   
   

   Tip
   title Tips
   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
   image Team Results.jpg title Fig.271 Team - Search Results

Viewing & Editing Team

To view and edit a team:

1. Search and list the teams you want to view or edit in the ‘Team Summary’ section.
2. Click the selected team name link from the ‘Team Summary’ section. The details of the team appear in the corresponding fields in the Team screen.
3. Change the value of the fields, if required. If you want to add criteria, click the 'Add' link.
4. Click _{Image Added} to save the changes.

...