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3.1 Access the registration screen by the following path: Records>Operation>Manage Team
3.2 Register a new team, clicking on the "+" symbol located in the right corner of the screen.
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3.3 The screen below will be displayed, in this next step, it's necessary to fill in the basic information of the team. Check example below:
3.4 Let's see the meaning of some fields below:
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Automatic Filling: When this option is checked, the system will fill in all the available team of members automatically
Member source:
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To add a new requirement to the team, click the include button again.
The window below will be displayed. Fill in the fields to define the requirement specifications.
Name: Name of the requirement.
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* Type: Type of requirement to be met.
(*) Required field.
Requirement Types
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After setting the requirement type, insert the requirement.
In the example above, was defined that the type of requirement to be met will be a function. In this case, search for the desired functions and click "Add".
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Filled the fields, click "Save" to confirm the inclusion of the requirement.
The above example, for this requirement to be met, a minimum of three (3) and a maximum of six (6) members will be required, either from the 'Doctor' function or the 'Nurse' function.
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Note: To facilitate the identification of the prioritization order, requirements are identified with increasing numbers.
After insert all necessary requirements and setting their priority, click on "Save".
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4. Changing a Registered Team
To change the information of a registered team, just do the double-click on desired team.
After that, change as you need a finish clicking in "Save"
5. Team Exclusion
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