With this task, you can:
A support person for an equipment item may or may not belong to a team, and equipment support members do not need to be members of the same team. For example, staff from several departments can support an equipment item, and each of these involved parties can belong to different teams (or not team at all). An equipment item might have these assigned support 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.
The Equipment Team Support form appears.
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 support 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.
When selecting employees, vendors, and contacts to add them to the team, you might notice that a particular party does not yet exist in the database and that there is no record for you to choose. For your convenience, you can create employees, contacts, and vendors directly from this view. Use the Add New Contact, Add New Employee, or Add New Vendor button, located in the upper right corner, to create a new party. For information on how to complete the fields on these forms, see Employees table, Contacts table, Vendors table.
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 By default, this field is set to Active, but you can select Inactive, Archived, or Removed when the team member is no longer active.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.
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.
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.
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