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The Team Members Configuration in PlanStreet offers a streamlined and efficient way to manage cases and team assignments. This feature enhances time efficiency, where caseworkers don’t have to manually assign a case worker to a case.
Key Features:
1. Activation and Access:
- Admins can quickly turn on the team member configuration permission on the street admin > System Setting > “Allow Access to Team Member for Case File” > “…” > Yes, granting access to team-specific case management.
2. Case Visibility and Assignment:
- Once a team is selected, all cases assigned to that team become visible to its members on the case grid, regardless of the individual case owner.
- This feature simplifies the process of case assignment within teams, eliminating the need to designate a specific case owner whenever a new case comes into the system.
3. Mobile Page and Other Case Grids Compatibility:
- The Team Members Configuration feature consistently maintains its functionality and behavior across the web, mobile platforms, and other case grid tabs.
4. Default Behavior on Deactivation:
- When the team member configuration is turned off, the system displays cases according to the default or manually selecting case owners on the case owner field.
Lastly, this feature will help simplify case assignments and ensure relevant case visibility. Teams can focus more on the work and less on administrative complexities.
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