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Prerequisite: The "Teams" feature must be enabled in your configuration; otherwise, the "Teams" field will not be visible.
Workers are assigned to cases as part of the case team. A case worker must be part of a team that has been assigned to a case in order for activities to be assigned to them. Since cases can have multiple teams, and a worker cannot be included in multiple teams, you can specify your organization’s teams in a manner that makes sense to you. You can specify them based on your organizational structure, by the case, or on any other criteria that best suits your organization.
1. Select Case Workers on the left navigation panel. 2. Click ‘+Add’ to create a new Team.
3. For the new team you will find the Basic Information tabs where you can enter your team information and select resources specific to the team.
4. Click to highlight each worker you want to add to the team. Note that you can change the ‘type-ahead’ filter to locate everyone you want to add to the team and only save the team after you have selected all the team members. 5. To save the team, click the ‘Save’ button at the bottom of the screen and then ‘OK’ on the confirmation screen. After successfully adding the team, you will be taken back to the Worker Directory page.
For example, we select three workers for the team by clicking on them. If the color of the worker's tile turns pale it means they are selected. In the team's name, we entered Test Resource - Team. Now press Save to create a new team.
You will notice that a new team is created with the name Test Resource - Team. |