Teams Section for Technicians
The Teams section in HeadCount CMMS is designed to help technicians efficiently manage and view their teams, enabling streamlined workflows and better collaboration.
Accessing the Teams Section
Navigate to Teams:
Click on the Teams tab in the left navigation bar.
Teams Page Overview:
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-The page displays cards for each team you are part of.
-A search bar at the top allows you to find teams by name.
-Use the sort button to organize teams alphabetically in ascending or descending order.
-Toggle between card and table views using the card view button.
Team Cards
Each team card provides a snapshot of essential information and quick actions:
Team Member Photos:
Displays photos of up to 5 team members.
Team Details:
Shows the total number of team members, team name, and a brief description.
Action Buttons:
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-Email the entire team.
-View more details about the team.
Viewing and Managing Team Details
Clicking the "Details" button on a team card opens a detailed view in a modal window:
Team Information:
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-Displays the team name, description, and the total number of members.
-Shows the organization the technician belongs to.
-Identifies the admin who created the team.
Search and Sort:
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-A search bar to find specific team members quickly.
-A sort button to organize team members alphabetically.
Team Members Table:
The table within the modal provides comprehensive information about each team member:
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-Lists all team members, displaying their names, emails, organizations, and user roles.
-Each entry has a button to view the member's detailed profile.
Member Details:
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-Name and email address.
-Organization they belong to.
-User role within the team.
-Profile Access: Button to view detailed profile information for each member.
