When you build your Assessment workflow, for each Action item within your Processes, you can set to auto-allocate to a specific Team (eg Packaging Team, Settlement Team).
This functionality is useful if have specific teams of people within your Assessment processes that are responsible for specific activities.
Where can I configure my Assessment teams?
Assessment Teams can be configured in the Action Process configuration screens. Go to Account/Setup/Action process template setup:
Click on the Team tab:
Standard Teams, or delete/Add your own
If you click on the Team dropdown, you will see that the list already has a set of 'standard' teams:
You can choose to delete any/all of these and then Add your own teams:
Configure your Team/s
To configure your teams, select one of the standard Teams or Add your own. You will be presented with the Team configuration page. Add a Team name, and if you want to, some detail as to the team's function:
Add Members to your Team
To add Members to your team, click on the Add New Member dropdown. This will present to you all the Users that currently belong to your Organisation. If you do not see the person you need, you will need to set them up as a User within your Organisation.
Select the Person you want to add to your Team, and click +Add New Member:
This will then add your Person to this Team:
Continue to add as many people as you like to your Team:
This is all of the mandatory detail you need to add to setup a team. Click Save.
Optional Settings
These settings can be set, but currently they do not have a material function, as we have superceded these settings with a newer DLA capability.
Team Leader | We may want to record the user who leads this team, otherwise no material function |
Team Allocation Ref | No longer used for anything |
Set as default team | You can only have one default team. This team will be allocated an activity if for some reason the targeted team is not suitable (eg DLA rules overrule) |