Joining Teams

When using Shop Floor, use the Join / Leave Team form to join the teams that are currently working on jobs. You can only be a member of one team. If you are trying to switch from one team to another, you must first leave your current team. You can join/leave teams irrespective of the workset status of the team.

To join the teams using Shop Floor:

  1. Select Labor > Join / Leave Team. The Join / Leave Team form is displayed.
    Note: 
    • If the Join / Leave Team form is started from the Home page, the form populates the Team and Badge fields for the required employee. The form must also populate the Employee Badge ID field.
    • If the employee clicks Submit button without Employee Badge ID, the application displays this message Please enter the Employee.
  2. Specify a date and time to record for this transaction, if required. However, the current date and time is displayed by default. You can only modify the date and time if your user ID has the appropriate authorizations on the User Extensions form.
  3. Specify the Team name or team Badge ID. The job operations on which the team is currently working are displayed on the Progress tab.
  4. Specify your Employee Badge ID. If you are not already a member of the selected team, the Join option is selected.
  5. Click the green process button to join the selected team. If the selected team is currently working a job, you are assigned to it.
  6. Click Close to close the form without joining any teams.