Team

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.
   
   

   
   ^{Fig.268 Team}

Adding A Team

To add a Team:

1. Type the name of a team in the Team Name.
2. To add criteria to a team, click the 'Add' link and a popup window will appear.
   
   

   
   ^{Fig.269 Team - Criteria}

   
   
3. Select a criteria in the Team Criteria drop 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}
   
4. Click .

Searching Team

To search for a particular Team:

1. Click and a popup window appears.
   
   

   
   ^{Fig.270 Team - Search}

   
   
2. Type the Team Name.
   
   

   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 and the records for the selected criteria will be listed in the 'Team Summary' section.
   
   

   
   ^{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 to save the changes.