Teams

Teams at a glance

Teams is the security-administration area for viewing the team list and opening the new and existing team record routes. The list is titled All Teams.

Before you start

Prerequisites

• Sign in with access to the Teams routes.
• Open Teams from the security administration menu to open the list.
• Select New from the list to start a team without an existing record.
• Have a saved team record before using record-only actions such as Last Modifications, Activate team, or Deactivate team.
• Have edit access before using the record-edit, member, or status controls.

The New and Merge teams controls appear when your access allows new-team actions. The record's edit actions appear when editing is allowed. Last Modifications and the status actions require an existing team record. The standalone record screen shows its breadcrumbs and action bar; the embedded member dialog uses a different display mode.

Find and open a team

The Teams list is where you identify a team row and choose whether to start a new record or open an existing one. The list currently displays the headers Team, Leader, Memebers, Department, Target, and Active.

Prerequisites

• Have access to Teams in the security administration menu.

Steps

1. Open Teams from the security administration menu.

2. Choose the route that matches your task.

   If you need to…	Do this
   Start a team record	Select New.

| Open an existing team | Select the row's edit control. |

Result: The Teams list is on screen, or the selected new or existing team route is open.

Understand the team screen

A team record identifies the team, its department, its members, and its leader. The screen also provides a members area and, for an existing record, a Last Modifications area.

The member grid has a Team member name column and a second column with no caption for member status. Use Make as leader or Remove from team when those controls appear. The headers in the Teams list come from the saved list layout, so work from the headers visible in your own list.

Start a team record or merge teams

Use New to open a blank team record. Use Merge teams to open the merge dialog from the Teams list.

Start a new team record

Prerequisites

• Be on the Teams list.
• Have access to the new-team action.

Steps

1. Select New.

   Result: The new-team screen opens with Team Name and Department marked as required. It also shows the team summary, member area, and save controls.

2. Enter a value in Team Name.

3. Select a value in Department.

4. Choose the save action that matches your next task.

   If you need to…	Select
   Keep the team record open	Save
   Save the team and leave the record	Save and Close

Result: The new team record remains open after Save, or it closes after Save and Close.

Open the merge dialog

Prerequisites

• Be on the Teams list.
• Have access to the merge action.

Steps

1. Select Merge teams.

   Result: The merge dialog opens with Department, Team Name, Choose teams to merge, Members, and Team Leader. The dialog provides an OK button.

2. Select a value in Department.

3. Enter the resulting name in Team Name.

4. Select more than one team in Choose teams to merge.

5. Review Members.

6. Select the resulting leader in Team Leader.

7. Select OK.

Result: The merge dialog accepts the selected teams and the fields needed for the merge decision.

The merge dialog displays Please choose more than team inside branch name branch. The Team Name field also uses the required-field and pattern checks listed in General error messages: This Field Is Required and Just '_'‘-''.' And '&' Characters Accepted.

Maintain members and team status

An existing editable team is the place to maintain membership, identify its leader, change its active state, and review its modification history.

Add or edit a member

Prerequisites

• Open an existing editable team.
• Open the Members tab.

Steps

1. Select Member.

2. In the member dialog, choose a person in Team Members.

3. Set Team leadership when the member is the team leader.

4. Complete the required Team Members field.

Result: The member dialog contains the selected person and the optional leadership choice.

Change a member or the team status

Prerequisites

• Open an existing editable team.
• Open the Members tab.

Steps

1. Open the member-row menu for the member you want to change.

2. Select Make as leader or Remove from team.

3. Select the action that matches your task.

   If you need to…	Select
   Activate an inactive team	Activate team
   Deactivate an active team	Deactivate team
   Review the record history	Last Modifications

Result: The available member, status, or audit branch is open for the existing team.

The confirmation messages for these actions are:

When a field or route is unavailable

Use the message on screen to identify whether a required value, a permitted character, or a request-processing problem stopped the current action.

The list's visible columns depend on the saved list layout. Read Members, Team Leader, and Booking target from the summary when those readouts appear on the team record.

What to do next

After reviewing a team, continue with the related security records that supply its people and access setup. Use Users overview for user administration and Roles for role administration. If the team uses a booking target, continue with Booking target.