Manage Teams

View the Details for a Team Member

Procedure

  1. Access the Team Members section for the team whose members you want to view.

    Hint: Refer to a specific module's documentation for details on how to access this section.

    A list of the users assigned to the team appears.
  2. Select a user.
    The Human Resource record for the user appears. You can modify this information if necessary.

Add a Team Member

When you add a new team member, you can add a user with an existing Human Resource record, or you can create a Human Resource record for the user at the same time that you add him or her to the team.

Procedure

  1. Access the Team Members section for the team to which you want to add a user.

    Hint: Refer to a specific module's documentation for details on how to access this section.

    A list of users assigned to the team appears.
  2. At the top of the section, select .
    On the left side of the section, a list of the Human Resource records in the APM database appears. On the right side of the section, any users already assigned to the team appear.
  3. If a Human Resource record already exists for the user that you want to add to the team, on the left side of the section, select the Human Resource record, and then select .
    If a Human Resource record does not already exist for the user that you want to add to the team:
    1. On the right side of the section, select .
      A blank datasheet for a Human Resource record appears.
    2. As needed, enter values in the available fields.
    3. Select Add Team Member.
    The user represented by the Human Resource record is added to the team.

Assign a Role to a Team Member

In Root Cause Analysis, Hazards Analysis, and SIS Management, you can assign team member roles to identify which team member is responsible for a given task related to a particular analysis.

Procedure

  1. Access the Team Members section for the team within which you want to assign a role.
    A list of users assigned to the team appears.
  2. In the row for a user, select the value in the Role column.
    A drop-down list appears, containing the possible roles you can assign to the user.
  3. Select the role that you want to assign.
    Note: The Principal Analyst, Process Owner, and Facilitator roles can be assigned to only one team member at a time. If you want to assign a user to the Process Owner or Facilitator role, the role will be removed from the currently assigned user. However, if you want to assign a user to the Principle Analyst role, you must first assign the current Principle Analyst to a different role.
  4. Select .
    The team member is assigned the selected role, and the Owner field on the analysis datasheet is populated with the name of the team member you selected for that role.

Remove a Team Member

When you remove a user from a team, you are deleting the link between the Human Resource record and the record with which it was associated. The Human Resource record itself is not deleted. Additionally, if you remove a team member who is assigned the role of Process Owner, the Owner field in the associated record will be cleared.

Procedure

  1. Access the Team Members section for the team from which you want to remove a user.

    Hint: Refer to a specific module's documentation for details on how to access this section.

    A list of users assigned to the team appears.
  2. At the top of the section, select .
    On the left side of the section, a list of the Human Resource records in the APM database appears. On the right side of the section, any users already assigned to the team appear.
  3. On the right side of the section, select the user that you want to remove.
  4. Select .
    The user is removed from the team.