Define Teams for Asset Management

A teams is a group of people that support an asset throughout its lifecycle. Assets can have many teams supporting them. These teams are distinguished by the Team Type field entered when defining the team. For example, assets can have teams that support different activities such as training, operations, maintenance, moving, calibration, commissioning, assessments, appraisals, budgeting, optimization, and disposal. Additionally, many teams have expertise based on location, since the local markets or regulations can vary between countries. For example, the finance, tax, and legal teams will vary by country, as will the hazmat teams.

After defining teams, you add team members to the team.

Once you define teams, when working from the Equipment Systems Console, users can select equipment and see the teams supporting that equipment.

Procedure: Defining teams

To define teams:

From the Process Navigator or home page, select the Define Team Properties task.
The Team Properties list shows the list of teams you have already defined.
Click the plus sign .
The Team Properties pane appears.
Enter the following required information:
Team Code. Enter the unique identifier for the team. This is required.
Team Name . Enter a name for the team that more fully identifies it to users.
Seat Ratio - Target. Review the desired employee-to-seat ratio for the team that was entered by a Space Planner. The space planner uses this field to compare the current employee-to-seat ratio to this target. See Establishing the Target Employee-to-Seat Ratio.
Team Status. By default this is set to Active. You can set this to Inactive if, for example, a team is formed for a project that has not yet begun, or has just been completed.
Team Function. Enter a high level summary of the team’s mission, goals, or purpose.
Team Category. Select from the team categories you have defined. Team categories can describe the team's role (such as maintenance, IT support, or assessment), or the equipment type the team supports (such as, servers, or mobile devices.) Team categories enable you to restrict, group, and report on teams in a more meaningful way.
Description. Enter any additional comments you have about this team, such as the team's scope, or date range.
Highlight Pattern - ACAD. The system uses this value to highlight this team on a floor plan. From Asset Management, this field is read-only. Both Smart Client and Web Central present the Set Highlight Pattern dialog for defining the properties of the highlight patterns. See Defining Highlight Patterns.
Click Save.

Next step

Assign team members to a team