Working with teams

1. Go to Contractor | Teams to create teams. Click on New team at the top right to create a team. Give it a name and tick the users you want to be in the team. Save when you're done. Maybe you could use Coastal Resi as a test team name.
2. Go to Reference items | Components to associate teams with components; you might want to order the components by zone (click the column header). There is a new Team column in the list, you can double-click a cell to set a team. So perhaps you're looking at a coastal LGA's components, and you've sorted by zone. Find the first residential component, double-click the team cell and choose Coastal Resi. Click the cell again and then drag the blue box in the bottom right of the cell down until you've filled down for all residential components. You'll have to do this across all applicable LGAs.
3. Head back to the dashboard. You can choose to view by team on the following panels:
   • Supp processing
   • Analyses by stage
   • Incomplete supps by stage
   • Supps in-tray (this is special, and it works by a team's people rather than components)
   • Component reports
4. In the supps search results, you have a new “Group by team” in the View menu. There is a new Team column in the search results, required to make the grouping work.
5. You can specify teams as search criteria for the supp and analysis searches.

In all cases except the supps in-tray, the team is based on the component of the relevant item (supp, analysis). We can't do that for the supps in-tray because that's based on supps being assigned to valuers, not to components.