Team Management


Intro

Teams can be assigned to both project and non project-based activities and service calls on the Dispatching Board.

Teams can be created and managed in both the Planning and Dispatching application and in the mobile application.


Configuration

Non-Project Teams on Mobile

Mobile will support creating non-project based teams based on the following :

Non-project based Teams can be created by adding users of type ERP users with status inactive = false.


Permissions

View Teams on Activity

The following permissions must be configured to view a team on an activity record on mobile:

DTO Permission
TeamDTO READ
TeamTimeFrameDTO READ
ProjectMemberTimeFrame READ

Create or Update Teams

The following permissions must be configured to create or update teams on mobile:

Note: UPDATE permissions will enable a user to update an existing team. CREATE permissions will enable a user to create a new team.

DTO Permission
TeamDTO UPDATE, CREATE
TeamTimeFrameDTO READ
ProjectMemberTimeFrame Requires permissions to be set to ALL.

UI Permissions

The following UI permission makes the team module visible to the mobile user.

UI Permission Value
TeamDTO Visible

Data Sync Rules

The following data sync rule should be applied to the user group responsible for using he team function in the mobile application:

Data Sync Rule Object Conditions
R37 Activities for the technician’s team Where the technician is responsible / has been assigned.

OR where the technician belongs to the same team which is linked to the project of the activity.

Creating Teams

Team Conditions

The following conditions must be met in order for a team to be visible in the mobile application:

  Condition Required
1. In order for a project member to be visible on mobile, they must first be added to the project pool in project management. Required
2. A team must have a team leader defined. This is done during the creation of the team. Required
3. A team can be linked to a shift type. (See Shifts below for more information.) Optional

Note: It is possible for a user to be a member of N different teams.


Shifts

Please note the following conditions regarding shifts:

  • If you don’t select a project, you will see all shifts not linked to a project.
  • If you select a project, you will see the project shifts and all unlinked shifts (shifts not belonging to a project).
  • If there are not shiftDTOs on the project or unlinked shifts, then the shift field will be hidden during team creation.

Projects

Please note the following conditions regarding projects:

  • Project shifts are now optional fields.
  • If there is no projectDTO, then the project field is hidden during team creation.
  • If a project is selected, then only users from a project pool can be used - the same rules as before, see below.

Planning and Dispatching [PREVIEW]

Attention: Team management functionality is currently available in PREVIEW mode in the Planning and Dispatching app.

Settings

In order to assign activities to teams, the Allow planning with teams setting must be enabled in Planning and Dispatching > General Settings > Activity Planning:


Assigning Activities to Teams

By clicking on an assignment on the Dispatching Board and then clicking on the team icon (), the application will then display a Create Team dialog the following fields:

Field Description
Team Name Required. The name of the team you wish to create.
Active Indicator. Default active when creating new team. Teams that have been deactivated can be reactivated in the Master Data Management application.
Project Team If applicable, the project team associated with the team being created for use in the Planning and Dispatching app.
Team Shift If applicable, the shift associated with the project team you wish to assign to the Planning and Dispatching team. Shifts are created and managed in Admin > Company > Shifts.

Upon clicking Create, you will then be prompted to add resources to the Team. Resources in this case refers to the technicians to be included in the team.

By clicking on the Add button, the application will display a calendar view in the dialog with the assigned team members:


Mobile Team Management Module

When the aforementioned permissions, company settings, and conditions have been fulfilled, the Team Management Module will appear in the mobile application:

Create New Team

Once the Teams tab/Team Management Module is visible in the mobile app, you will then be able to create a new team by selecting the New Team option from the action menu:


Adding New Team Members

Based on your permissions, you will also be able to add new members to the team after selecting Next in the Create New Team dialog:

When you have completed adding team members, select the Done option below.


Assigning Team to Activity

A team can then be assigned to activity by navigating to the activity and selecting a team from the Team dropdown:

Once the team has been assigned to the activity, it will now display in the activity: