Team Members

About Team Members

Team members are individuals, who work closely to:
  • Complete tasks assigned to them.
  • Achieve the common goal assigned to the team.
In APM, you can add both APM users and non-APM users to a team.
  • APM user: Any user who has an existing Security User record, and an associated Human Resource record that was created automatically when the Security User record was created. The APM users belong to specific sites.
  • Non-APM user: Any user who does not have a Security User record but has a Human Resource record.
Note: A Security User record is required to log in to APM. Team members who do not have Security User records may participate in and contribute to the teams in which they are members, but they cannot access the application. While non-APM users can be assigned specific responsibilities within a team, the security privileges configured for the other APM users are not applicable to them.

Create a Team

Procedure

  1. Access the Teams page.
  2. In the pane that displays the list of teams, select .
    The TEAM DETAILS workspace for a new team appears.
  3. In the Team Name box, enter a name for the new team.
  4. In the Site drop-down list box, select a site.
    All the APM users assigned to the selected site appear in the Add Team Members window.
    Note:
    • If you select All Users in the Site drop-down list box, all users including the Human Resource users and the Security Users appear in the Add Team Members window.
    • If you select a site name in the Site drop-down list box, only the users associated with the selected site appear in the Add Team Members window.
    • You must save the Site selection before adding team members.
    • You must remove all Team Members to change the Site selection for a team.
  5. Select Save.
    The Team is created, and the team member list and toolbar are displayed.

  6. Select Save.

Add Members to a Team

Before You Begin

Procedure

  1. Access the Teams Page.
  2. In the pane that displays the list of teams, select the team to which you want to add the team members.
    The workspace for the selected team appears.
  3. Select from the TEAM MEMBERS section.
    The Add Team Members window appears.
  4. To use quick search:
    1. Enter few characters of the team member’s first name, last name, job title, phone number, or email address.
      A list of matching users appears in the Add Team Members window.
    2. Select the user you want to add to the team from the displayed list.
      The user's name is displayed in the Add Team Members window.
      Note: If you do not want to add a selected user to the team, or you want to remove a previously saved team member, select .
    3. Select Add.
      The team member is added in the TEAM DETAILS section.

      Or

      To use advanced search:

    1. Select the ADVANCED SEARCH toggle control.
      The advanced search grid appears. You can use the standard controls to change the page size, filter, and sort data in the grid.
    2. Select to display the filter row.
    3. Enter few characters of the team member’s first name, last name, job title, phone number, or email address in the filter row.
      The list of users is displayed based on your search.
    4. Select the users you want to add.
      The user’s names are displayed in the Add Team Members window.
      Note: If you do not want to add a selected user to the team, or you want to remove a previously saved team member, deselect the checkbox for that user.
    5. Select Add.
      The selected users are added to the team with the default persona, i.e., Member.
  5. Select Save.
    The changes are updated.

Remove Members from a Team

Procedure

  1. Access the Teams Page.
  2. In the pane that displays the list of teams, select the team from where you want to remove the team members.
    The workspace for the selected team appears.
  3. From the list of team members, select the checkboxes for the team members you want to remove.
  4. Select .
    The selected team members are removed.
  5. Select Save.
    The changes are updated.

Delete a Team

Procedure

  1. Access the Teams Page.
  2. In the pane that displays the list of teams, select the team that you want to delete.
    The workspace for the selected team appears.
  3. Select Delete.
    A message appears, asking you to confirm that you want to remove the team.
  4. Select Yes.
    The team is deleted.