Overview


Creating a Field Worker Team

  1. Select the field worker that will become the team leader
  2. Select the Teams tab

  3. Select the Create New Team With This Field Worker As Leader button


Adding Field Workers to a Team

  1. Select the field worker
  2. Select the Teams tab

  3. Select the team by clicking the row
  4. Select the Assign Field Worker To Selected Team button


Deleting a Field Worker Team

  1. Select any field worker in the team
  2. Select the Teams tab

  3. Select the Disband Team


Restricting Questions to Teams

  • Field worker list questions can be restricted such that they only display field workers in the same team as the field worker answering the question
  • To enable this feature, check the Team Members Only Checkbox in the Question Properties


Team Stock Management

  • Team stock management is a way of accounting for stock on a team basis rather than on an individual field worker basis
  • For example
    • If a team member were to use products with no products allocated they would have a negative value in a field worker report
    • In a team member report, however, the negative value from the field worker is simply added to the total for the team
    • This means if the team leader has 10 products allocated and a team member has used 2 i.e. has -2 products, the teams total will appear as 8
  • To view a teams stock summary, select the Stock Summary report and select the Team option in the report type field