Set Up Teams

The Clinical Staff may be broken up into Teams to allow them to be viewed side by side on the schedule. One staff member may be added to more than one team.


Here is an example of viewing a team in the schedule:

Set Up a Team

Follow these steps to set up a team for use in Team View or to edit the staff members assigned to an existing team:

  1. From the Add/Edit menu in the Menu Bar, select Team Assignment:
  2. The Team Assignment dialog box appears. The dialog box consists mainly of two lists:
    • Existing teams, if any, on the left side.

    • Staff members you can assign to teams on the right side.

  3. To add a new team, click the Add button at the bottom of the Teams list. A new team item is added at the bottom of the Teams list:
  4. Enter a name for the new team in the list item just created:
  5. From the Staff list, check the check boxes next to the staff members you want to include in the team. You can add all staff members to the team by checking the Select All check box:
  6. Click the OK button at the bottom of the dialog box to dismiss the Team Assignment dialog, committing any changes.

Edit or Delete a Team

To edit the members of an existing team or to delete a team entirely, open the Team Assignment dialog box, then select the team you want to edit or delete from the Teams list. To edit the members of the selected team, check or uncheck the appropriate check boxes in the Staff list then click the OK button to commit the changes. To delete a team entirely, click the Delete button at the bottom of the Teams list to delete the currently selected team from the Teams list.

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