Configuration - Scheduler > Teams is where users can create teams for use in the Scheduler. Using Teams in the Scheduler allows the user to view multiple Staff daily schedules at the same time. Teams may be created based on a Staff member's role, department, time of day worked (AM vs PM), or location. Organizational needs will define the Teams created.
Add a Team
- Click on the blue + button to Add a Team.
- A box displays requiring entry of the Team name. This is the name displayed in the Teams list and may be up to 50 characters in length.
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- Click Save.
The Edit Details screen will appear. Which contains:
- Name - This field is auto-populated with the Name entered in the + Add Team process.
- Description - This free text field allows additional Team information to be included. It has a maximum of 255 characters.
- Staff Members - This dropdown is auto-populated with active Staff members.
- To add Staff, select them from the dropdown list. To remove Staff, click the x to the left of the Staff name.
- To add Staff, select them from the dropdown list. To remove Staff, click the x to the left of the Staff name.
When all required fields are completed, the Save button will be enabled. Click Save to record changes.
Edit a Team
The team Name, Description, and Staff Members may be edited at any time.
- Select the desired Team from the Search list to display the Edit Details screen for the selected Team.
- Make any desired edits and click Save.