Assign Team Members to Equipment

After defining a team, you assign members to an equipment asset and to a team that supports that asset. Team members can be employees, contacts, or vendors that have been entered into the system. When you add a team member, the contact information for the team member is available when you review an equipment asset in the Equipment Systems Console.

Procedure: Assigning team members

Tip: You can also assign a team member from the Equipment Systems Console by clicking the plus sign button in the bottom of the Equipment Profile panel that lists the team members for the selected asset. See Assigning the equipment support team

To assign team members:

From the Process Navigator or home page, select the Assign Team Members to Equipment task.
The Equipment Support Team form appears.
Select the equipment the team member supports from the Equipment list.
The Equipment Support Team pane shows the team members for the selected equipment.
To add a new team member, click the plus sign .
The Equipment Team Support form appears.
Enter the following information.
Name. Click the ellipsis in the Name field to access the tabbed form to select the employee, contact, or vendor you want to add as a team member. Use the smart search filter at the top of each tab to locate the employee, contact, or vendor. Once you locate the name, click on it to add it to the form.
Cellular Number and Email Address: These fields fill in with the information entered for the selected employee, vendor, or contact. You can also manually enter this information, if needed.
Team Member Role. Enter a brief description of the role the team member has for this equipment,
Contact Status. Setting the team member status ensures that users have access to current contact information. By default, this field is set to Active, but you can select Inactive, Archived, or Removed when the team member is no longer active.
Date Membership Start / Date Membership End. If participation on the team is limited to a specific time frame, select those dates here. If participation is on-going, you can leave these dates blank.
Team Code. Select the team to which you are assigning this person.
Notes. Enter any information about this team member's involvement with the equipment.
Click Save.

Editing team member assignments

You can edit the Team Code, Date Membership Ends, and Contact Status for a team member.

If a team member is no longer supporting this equipment, change the Contact Status to Inactive, and fill in the Date Membership ends. You can then create a new team member assignment for a different person if needed.

Contact information is changed in the contact, employee or vendor record for the team member. If needed, use the Notes section to document any changes.