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Team

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Location: Configuration arrowrgray Team

 

Prerequisites:

None.

 

Overview:

All teams that will be responsible for managing the workspaces in the system or that will be part of task execution must be created. It will be possible to select the members that will be part of the team in the following ways:

Department: All the users of the selected department will be part of the team.

Position: All the users who hold the selected position will be part of the team. If a department is selected, only the positions referring to the selected department will be displayed.

User: Selected users will be part of the team - any user saved in the system may be a part of the team.

 

Specific buttons:

new

Click on this button to add a new team. See further details about this operation in the Configuring a team section.

edit

Click on this button to edit the team selected in the list of records.

delete

Click on this button to delete the team selected from the list of records.

report_config

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

status

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the Search filters to find the records more easily based on specific information (ID #, name, type, and/or status).