This article explains how to create teams, edit team owners/admins, add and remove users to a team, assign an operating unit, customer and project to a team, assign onboarding and inductions to teams and delete teams.
Teams Overview Video
How to create a team
1. Click 'Training Compliance' then click 'Teams' in the navigation on the left.
2. Click 'Create team'.
3. On the Teams Create page, add the name, description and primary owner to create a team; These are mandatory fields.
4. All other fields are optional and can be added at a future stage if required.
5. Click the 'Save Changes' button.
How to edit team owners
1. Click 'Edit Team' on the team you want to change the owner of.
2. Click, Ownership & Administration' type in and chose a name from the dropdown list beside 'Primary Owner' or 'Secondary Owner'.
3. You can also add up to ten team admins by typing in and choosing names beside 'Team admins'.
4. Click the 'Save Changes' button.
How to add a user to a team
1. Open the navigation on the left and click 'Teams'.
2. Click the eye icon located in the Actions column to the right of the team you want to add a user to.
3. In the 'Search for and add team members' box, type the name of the user you want to add to the team.
4. Click their name and they will be added to the team.
How to remove a user from a team
1. Click the bin icon located in the Actions column to the right of the user you want to remove from a team.
How to assign an operating unit, customer and project to a team
1. Click 'Edit Team' on the team you want to assign an operating unit, customer and/or project to.
2. On the 'Details' section, type in and click the name of the operating unit you want to assign to the team.
3. Type in and click the name of the customer you want to assign to the team.
4. Type in and click the name of the project you want to assign to this team.
5. Clicking 'clear' beside any of these fields will remove it from the team.
6. Click 'Save Changes'.
How to assign onboarding and learn courses to all team members
1. Click 'Edit Team' on the team you want to assign an onboarding and/or learn course(s) to.
2. Click 'Onboarding & Inductions'.
3. Beside 'Data Capture Form', type in and click the name of the onboarding form you want to assign to all members on the team.
4. Beside 'Induction Courses', type in and click the name of any learn course(s) you want to assign to all members on the team.
5. Beside 'Onboarding Portal', click 'Get onboarding web portal details', to assign a program portal and QR code to the team.
6. Click 'Save Changes'.
7. Links can be emailed to users to self onboard - They will need to enter the onboarding code and will directed to this page to complete their onboarding
8. Posters containing team specific QR codes can be put on sites for users to self onboard and complete inductions.
How to delete a team
1. Click 'Teams' in the navigation on the left.
2. click the edit icon to the right of the team you want to delete.
3. At the bottom of the Team Edit page, click the 'Delete Team' button.
4. At the top of the page, click 'OK' on the pop up which asks 'Are you sure you want to delete this Team?'.
