If you have understood the needs of having Teams with Obzervr, now it's time to learn how to create Teams!
At Obzervr, Team is used on both Obzervr Capture and Obzervr Manager as ways to manage how your business work. However, you can only create and manage Team through Obzervr Manager.
Why do you need to add Team on Obzervr Manager?
Before you create Teams
Before you can create a Team, you will need to check two things:
Your User has the correct Roles & Permissions!
What roles and permissions will you need?
- Access to Manager Web Portal as a Web User
- Full Tenant Admin or Team Admin roles.
Not sure if you have the right permissions or where to find permissions? Check out the following articles:
You have configured Obzervr Manager i.e. you have created Users, Locations and Assignment Types.
If you haven’t, here’s a couple of articles to check out first:
- How to create Users on Obzervr Manager
- Obzervr Manager - 6 Ways to use Work5 ways to use Assignments in Obzervr Manager
- How to create a Work Template on Obzervr Manager
- Digitise your Laboratory sampling using Obzervr Manager
- Creating Trip Templates in Obzervr Manager
How to create Teams
- Open Obzervr Manager.
- Navigate to Security and select Teams.
- Click on Create button.
- Give the Team a Name, add a Description if you want (i.e. Groundwater Sampling) and add Users to the Team.
- Add an Assignment Type and Locations to the Team. These are required fields to create a Team. You can use the map to draw a polygon around an area to include all the Locations.
- If you want, you can add Trip Templates and Test Plans required for Team.
- Click to Save. You have created a Team.
- The Team Name and Description will be displayed in Teams list.
You have created a Team! Add yourself to the Team so you can see all the User’s Assignments and Trips.
Some key notes about Teams:
- Test Plans will need to be added to the Team as well as the Assignment Type. Even if you only have one Test Plan, it will need to be added to each Team so that Capture Users can use the Test Plan to add samples.
- You can add Locations to the Team. When the Team is selected, only the relevant Assignment Points will show.
- You can also add Assignment Point Types to the Team. Using Assignment Point Types is another way to add a large group of Assignment Points to the Team. Not only will you see the Assignment Points you attach, but you will also be able to access any of the Assignment Points which have the Assignment Point Type that you have added to the Team. Wondering what Assignment Point Types are and why we use them? See more here: How to add more information to a location using Attributes.
What it looks like once you've created a Team:
You know how to create Teams! Learn how to manage your Team in Managing your Teams on Obzervr Manager.
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