Defining Teams

A team is a group of employees that work together. When a team is assigned to a job, all of the team's employees will work on the job. Teams are created and populated in the Team dialog box - you can create a team, add employees to it, and default values for the team.

Note:
The team's default employees are in the Team dialog box; however, you will always be able to customize a team's employees for an individual job. This customization can be defined through the job record, the dispatch board, and the completion wizard.

A Team's default values enable you to control which teams can be assigned to which jobs. First, you define default values for your teams as described below. Once these values are defined, selecting the SmartList check box on the General tab of a job record will limit the teams displayed in the Team drop-down list to those teams whose default values match the job's values. For more, see the Jobs General tab section.

Tip:
If you assign no default values to a team, then, for SmartList purposes, the team will appear for all of those values. For example, if you do not select any zones in the Team dialog box, the team will appear for all zones when the SmartList check box is selected.

Creating Teams
Editing Teams
Deactivating Teams

Creating Teams

Select Tools > Lists > Teams List or press CTRL+F1. The Team dialog box appears.

Select File > New or click New. A new row appears.
Type a name for the new team in the Name field.
The Active check box is selected by default. Deselect it if you do not want the team to be visible when assigning jobs.
Click the appropriate check box for every employee you want to assign to this team in the Employee Name section.
Click the appropriate check box for every zone you want to assign to this team in the Zone section.
Click the appropriate check box for every customer type you want to assign to this team in the Customer Type section.
Click the appropriate check box for every Master Service/Product Category you want to assign to this team in the Categories section. For details on Master Product/Categories, read the Master Service-Product Categories Overview section.
Click the appropriate check box for every appointment type you want to assign to this team in the Appointment Type section. For details, read the Defining Appointment Types section .
Click the appropriate check box for every substatus you want to assign to this team in the Substatus section. For details, read the Defining Substatuses section.
Repeat steps 3-10 for each additional team.
Click Save and Close. The Team dialog box closes.

Editing Teams

Select Tools > Lists > Teams List or press CTRL+F1. The Team dialog box appears.
Select the team you want to edit.
Make any necessary changes to the team Name or Active fields.
Add or remove employees and default values by selecting or deselecting the appropriate check boxes.
Click OK.
Click Save and Close.

Deactivating Teams

You cannot delete teams that are either currently assigned to a job or have worked on a job in the past. You can, however, deactivate a team, meaning that the team will not be able to be assigned to any work moving forward.

Tip:
Teams that are assigned to active or pending jobs cannot be deactivated. If you want to deactivate the team, you will need to either assign those jobs to another team, or wait until the scheduled jobs are completed or canceled.

Select Tools > Lists > Teams List or press CTRL+F1. The Team dialog box appears.
Select the name of the team you want to deactivate.
Clear the Active check box. The team is deactivated.
Click Save and Close.

If a team has never performed any work, you can delete it by selecting it in the Team dialog box and clicking .

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