Configuring teams
For maintenance team registration in Resource Planner and apps, such as Planon AppSuite and PMFS Live app , a separate Maintenance teams TSI is available. Teams can be registered on the first level of the TSI. On the second level you can link team members to the team.
Tip | For information about creating project teams for the Projects and Transactions TSIs, refer to Project team. |
Procedure
1. Navigate to Web client > Navigation panel and add the Maintenance teams TSI to the relevant navigation panel(s).
2. In Field definer , on the Personnel business object, enable the Team field.
Note | It is recommended to create a dedicated user-defined business object under Personnel, for example PMFS team. This user-defined business object will help you quickly find the personnel record that is used to identify a team. It also allows you to use a separate layout that includes the Team field. If the Team field is populated on a personnel record, the 'person' represents a team. When this 'team person' is filled in as internal tradesperson on an order, the order will be sent to mobile devices as a team order.
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3. In Layouts, add the Team field to the layout of the new user-defined business object and enable authorization.
4. In the Maintenance teams TSI, add a maintenance team.
5. On the second level, add team members (= Role players) to the team (for example, people who are linked to the Role of maintenance engineer). 6. Navigate to the Personnel TSI and add a new 'person'.
Note | This is not an actual person, but a Personnel record representing the maintenance team. |
7. Link this 'Team' person to the new team. The record is used to represent the team when assigning team orders.