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:
- Select the Team tab under the Configuration menu. The Team screen appears.
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Fig.268 Team
Adding A Team
To add a Team:
- Type the name of a team in the Team Name.
- To add criteria to a team, click the 'Add' link and a popup window will appear.
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Fig.269 Team - Criteria
- 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
- Click
.
Searching Team
To search for a particular Team:
- Click
and a popup window appears.
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Fig.270 Team - Search
- Type the Team Name.
- Click
and the records for the selected criteria will be listed in the 'Team Summary' section.
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Fig.271 Team - Search Results
Viewing & Editing Team
To view and edit a team:
- Search and list the teams you want to view or edit in the ‘Team Summary’ section.
- 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.
- Change the value of the fields, if required. If you want to add criteria, click the 'Add' link.
- Click
to save the changes.