Purpose
Using Teams in Medicus is a way to share workloads across your organisation and ensure tasks can be picked up by available staff members within a team, without having to rely on individual staff members. This guide outlines how to create a new team, and how to view, edit, archive and unarchive existing teams.
Creating a new team
To navigate to the Teams feature, select 'staff administration' from the modules menu, and then select 'Teams' on the side navigation bar. To create a new team, select the 'new team' button in the top right hand corner of the screen.
This will open a pop-up form to create a new team. Enter the team name and press the save button.
The new team will appear in the teams list. Note that the list is ordered alphabetically. Click on the team you've just created to open up a page which allows you to add staff members to the team. Once here, select one of the two 'add team members' buttons.
Select staff members from the dropdown list and click add staff.
These staff users are now members in this team and will appear under the 'Team Membership' section.
Viewing and editing existing teams
To view and edit an existing team within Medicus, simply navigate to the list of existing teams as per the instructions above and select the team you would like to view or edit from the list.
From here, you can:
- Edit the team name by clicking on the name under the 'basic details' section, editing the name in the free text box and clicking save.
- Add a new team member by clicking the 'add team members' link. Search for a new staff user and select 'add staff'.
- Remove a staff user from a team by selecting the trash icon next to each team member. A pop-up confirmation message will appear. Select the 'yes, remove' button to proceed with the removal of a staff member.
Completing any of the actions above will successfully edit the team.
Archiving a team
A team can be archived by selecting the 'archive team' button.
Before a team can be archived, the following actions need to be completed:
- Any outstanding tasks assigned to the team need to be re-assigned.
- Any task types where the team is the default assignee need to be updated.
A pop-up with any of these outstanding actions will appear, and you won't be able to archive the team until these have all been updated. The 'archive team' button will only be clickable once new staff and/or team members have been chosen from the dropdown boxes.
Unarchiving a team
Once a team has been archived, it is possible to unarchive it. You can do this by clicking on the 'archived teams' tab from the teams screen and then selecting the team you would like to unarchive. This action will restore any team memberships. However, this action won't restore any default assignees on tasks.