Background

Teams comprise a table called Team, and are maintained through the Design module.  The intent of a team is to identify a groups of users who commonly perform a related set of tasks or processes.  Specifically:

  1. Each team may have one or more people assigned,
  2. Each process can be assigned a default team,
  3. Each task can be assigned a default team,
  4. Each Matter, Matter Process and Matter Task may be assigned to a team, and
  5. Teams may form the basis for load balancing routines and calculation

 

Searching Teams

 From Design > Teams, enter the name of the team you wish to search for, and click go.  This will return a list of teams.  You can export the list of team to a spreadsheet by clicking on the spreadsheet icon.

 

Adding a Team

 From Design > Teams, click on the Add a New Team icon in the Aspen Workflow toolbar.  This will navigate to the Design > Teams > Add a Team page, where you can specify the properties of the Team and click Add.

 

Selecting a Team

 From Design > Teams, search for the team to be selected.  Once a list of teams is displayed, click on the name of the team to be selected.  This will navigate to the Design > Teams > (Team Name) summary page.

 

Updating a Team

 

 From Design > Teams > (Team Name) summary page, click on the Update this Team icon on the Aspen Workflow toolbar.  This will navigate to the Design > Teams > (Team Name) > Update page.  Update the team properties and click Save.

Note that you may not update the name of a Team once created, as it is a foreign key constraint.

 

Deleting a Team

 From Design > Teams, search for the Team to be deleted.  One the team is displayed, check the checkbox to the right of the Team to be deleted.  From the Action menu at the bottom of the page, select Delete and click go.

 

Adding People to a Team

 From Design > Teams > (Team Name), click on the People tab.  This will navigate to the Design > Teams > (Team Name) > People page.  From this page, click on:
  • Add a Person icon, or the
  • Add Multiple People icon

This will navigate to a page to add a single person or multiple people, respectively.

Note that a Person may belong to more than one team, but may not belong to the same team twice.

 

Deleting People from a Team

 From Design > Teams > (Team Name) > People, check the checkbox to the right of the people to be deleted from this Team.  From the Action menu at the bottom of the page, choose Delete, and click Go.

Note that deleting People from a Team does NOT delete People from the system.
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