These are the teams within the council. Each council will have many internal teams comprising staff users with respective positions.

View Teams

All teams are listed in a grid view as shown in the below figure. The admin can select the number of records to view per page from the page number drop down.

The records can be sorted by clicking the Column Name. For Example; If the user clicks ‘Name’ the records will be sorted on a team name in alphabetical order. 

Search Team

Teams can be searched by team name and Primary contact name. The search criterion can be saved by ticking the ‘Save selection for next time’. 

Add Team

To add a new team, the following steps, have to be followed.

• STEP 1: New teams can be added by clicking the “Add new team” link in the view team page.  The user will be directed to a new page as shown in the below figure.

• STEP 2: Add team has the following fields; 

1. Title Enter the Title. This is the name of the team. This is a mandatory field. 

2. Description – Enter information about the team can be described in this section. 

3. Primary Contact –This is the primary contact person of the team. The administrator can select a staff participant from the drop down. 

4. Secondary Contact – This is the secondary contact person of the team. The administrator can select a staff participant from the drop down.

5. Meeting Locations – Select the meeting location from the location drop down.

6. Upload Image – Click on Upload image button. A user-controlled attachment will appear. 

• STEP 3: Click ‘Save’ to save team details

Add Staff Members - To add members, the team details have to be saved. If not, the user will be prompted to save details before adding team members. 

• STEP 4: To Add staff members, click the ‘Add staff member’ button. Then the pop up, as shown in the below figure. 

Add new staff member has the following fields:

1. Member – Select the member from the drop down. The drop down will show all the staff members.

2. Role – Select the position of each team member from the drop down menu.

To Edit staff member, the user must click on the ‘Edit’ button in the staff member grid. Then the add staff member pop up will appear. Then the user can edit and click ‘save’ to update.

To Delete a staff member, the user must click on the ‘Delete’ button in the member grid. The user will be prompted to confirm. 

Edit Team

To Edit team details, click the team name from the grid display view. The add team page will load with text editable fields. The admin can edit the information, and click ‘Save’ to update.  

Delete Team

The team can be deleted by clicking on the ‘Delete’ button in the view team grid. Delete is not possible if the team is linked to the meetings. All links have to be cleared in order to delete. The user will be prompted, to click ‘ok’ to continue.