Creating teams

You can use Teams form to create a new team and add/remove or switch the team members to a new team.

Note: The system runs a validation, if the user selects, provides or scans team ID and Team Description, Badge ID, Active checkbox, Workset Enabled checkbox and employee’s details.

To create a team:

  1. Open the Teams form.
  2. Specify this information:
    Team
    The team ID. This value is defaulted. However, you can specify a new ID or scan/select an existing team ID. The Team Description, Badge ID, the Active check box, the Workset Enabled check box and employee’s details, are defaulted. The application validates this data.
    Note: Validation is not required when you create a new team ID.
    Description
    The description for the team. This value is populated when you select the team ID. However, you can also enter a new description.
    Badge ID
    The Badge ID for the team. This value is populated when you select the team ID. In case, a new team ID is specified, you can select an unassigned batch. You can also create a new Batch ID.
    Active
    Select the check box to enable or disable the team’s active status.
    Workset Enabled
    If this check box is selected, the team can work on multiple tasks.
  3. Select Add a New Member to add existing active employee who is not part of any other team to the current team.
  4. Use the Members tab to:
    • Review the employee ID
    • Review the employee ID and details such as work group, department, and employee type.
    • Review the date on which the member is added to the team. For new members, the current date is defaulted.
    • Assign the team leader role to an existing team member. The team leader role enables the member to perform activities such as start and stop operation. By default, this role is assigned to the first team member. This role can also be assigned to more than one member in the team. However, the team must have at least one lead assigned at any given point of time.
  5. Click Select All to select the team members to be removed from the current team.
  6. Select a team ID with an Active status in the New Team field.
    Note: This field is enabled only when you select the employees in the Members Tab.
  7. Click Switch Team to add all the selected employees to the new team.
    Note: You can also use the Remove selected option to remove the members from the current team.
  8. Click Save