Define Work Teams

Your site may group together maintenance personnel of different skills (plumber, electrician) and performing various tasks (executing work, approving, estimating work) into a work team. Use the Define Work Teams task to define your work teams so that you can assign maintenance staff to them. Having craftspersons organized into work teams facilitates assignment. It also enables you to designate certain groups of craftspersons who can assign work to themselves.

You enter the work team name and description, and then select Yes or No for the following to indicate if the craftsperson can self-assign work.

Craftspersons assign themselves?

If set to Yes, craftsperson can view all unassigned work for the work team, and can assign work to themselves. This work has the status Approved, or Assigned to Work Order. If set to No, craftspersons see only the work assigned to them. This work is Issued.

When using work teams, you also have the option of assigning craftspersons to more than one work team.

Assigning maintenance workers to work teams

As a Quick Start user, you work from the Building Operations Console that includes the ability to assign craftspersons, including supervisors, to more than one work team. Assigning to multiple work teams gives you more flexibility when scheduling work. For example, you can create work teams based on location and others based on trade. A craftsperson can be part of both location-based and trade-based work teams, enabling supervisors from either of these work teams to make assignments.

You assign a craftsperson to a single work team using the Define Craftsperson task by selecting the Work Team Code for the craftsperson.

For reporting purposes, you can designate one team as the craftsperson's main work team.

To assign a craftsperson to multiple work teams:

Define your work teams using the Define Work Teams task in the Building Operations Background bucket.
After defining work teams, select the Define Craftsperson task, and fclick Edit next to the Work Team Codes field.
Note: The Edit button appears only after you save the craftsperson record.
The Assigned Work Teams column shows any work teams currently assigned to this craftsperson.
In the Available Work Teams column, select the check boxes for the work teams to which you want to make assignments, and click Assign.
The selected work teams now appear in the Assigned Work Teams column.
To designate a work team as the Main work team, select the Main Team? option button for that work team in the Assigned Work Teams column. The main work team is used for reports that are based on work team assignment.
If you are changing the main work team assignment, you are asked to confirm the change. To proceed, click Yes.
Close the Assign Work Team form.