1. Introduction
This feature has all the information regarding the member allocations in teams, where you can identify the requirement in which the member was included, as well as the allocation period in the respective team.
2. Permission to Access
To have access to this feature, the permission to the "Manage teams" must be granted to the profiles responsible for operating and controlling this feature.
To grant this permission, read this article: Granting Access Permissions
3. New team registration
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:
Team Name: Team ID
Source of members: Search source for member selection.
Type: Type of team.
General: - Type used to general team registration
Talent Pool: - Specific type for registration of approval teams defined by a function map.
UOP: UOP in which the team belongs.
Relationship set for compliance: Membership compliance analysis of relationship.
Automatic Filling: When this option is checked, the system will fill in all the available team of members automatically
Member source:
UOP Workers: The members of this team will be workers of the operational unit concerned, independent if they are on board.
People on board: The members of this team shall be people on board at the unit in question, including people registered in the POB. Members of this source will be primarily used to extract the IMO (International Safety Management Code) Crew List report.
Workers working at UOP: The members of this team will be workers who are on board the operating unit in question.
Team Requirements
Requirements are specifications that people and/or workers need to meet to be allocated to a team.
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.
Minimum quantity: Minimum number of possible members to meet this requirement.
Maximum quantity: Maximum number of possible members to meet this requirement.
* Type: Type of requirement to be met.
(*) Required field.
Requirement Types
Function: The requirement to be met will be a function. With this, team members who are created with this definition will need to fulfill the functions reported.
Note: If more than one role is selected, members will need to meet the function "A" or the function "B".
Qualification: The requirement will be met by one or more qualifications.
Note: If more than one qualification is inserted, the team members with this setting will need to meet ALL the qualifications inserted.
Exception: This type will be used to define exceptions for the types mentioned above. In other words, members who don't meet the 'Function and Qualification' requirement, will be inserted into the team like an exception
Example:
1) Requirement 1 (Function: doctor)
2) Requirement 2 (Qualification: first aid)
3) Requirement 3 (Exception)
All the people who are able to set up the team who don't perform the 'Doctor' function or who don't have the 'First Aid'qualification will automatically be eligible under Requirement 3.
None: The 'None' type will only be used for manual member allocation. If this type is entered, anyone in the set of possible people can meet this requirement.
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".
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.
Repeat the steps above and insert a new requirements for the definition in question.
If the team has more than one requirement, it will be possible to prioritize these requirement. To perform this action, just click on one of the priority buttons (Deprive and Prioritize), located in the right corner of each requirement.
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".
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
To exclude the registration teams, just do double-click on the team and then confirm the exclusion on the trash icon.