Configuring Teams and Positions

Who is this article for?

   Administrators responsible for setting up the Organisation.

   Primary Admin permissions are required.

Smartforms gives you the ability to tailor what items are available to Users depending on where they work from and what group they are a part of. This article explains how to set up each one.

1. Teams and Positions
2. Creating Teams
3. Creating Positions

1. Teams and Positions

When creating a new Operation (Op), you will have to decide who is going to carry it out. This can be decided by Team or Position.

Team is a group of Positions within your business that often work together (e.g. Management, Health and Safety, Engineers, Cleaners, etc.).

Position is defined as a particular role within your business that a Staff member is assigned to. (e.g. Operations Manager, Health and Safety Auditor, Junior Engineer, Cleaner, etc).

You raise a 'Maintenance' Issuey. Those are configured to automatically assign to the Maintenance Manager. Whoever in your Organisation holds that Position in the Place it was raised in will be assigned the responsibility over the Issue.

2. Creating Teams

To create a Team:

1. Go to Settings.
2. Select Advanced.
3. Choose User Setup from the list on the left.
4. Switch to the "Teams" tab,
5. Click the Plus button.

6. Enter the Name for your Team.
7. Press Enter.
   You can repeat this process to create multiple records.
8. Click Create.

3. Creating Positions

Once the Team has been created:

1. Switch to the "Positions" tab.
2. Click the Plus button.

3. Select the Team(s) the Position will sit in.
4. Enter a Name for the role.
5. Press Enter.
   You can repeat this process to create multiple records.
6. Click Create.

With this configuration, when building your Ops you can assign them to a Team in general or to a specific Position within a given Team.

Using a Teamboard?
Ops assigned to Teams can be completed on both shared devices (Teamboards) and individual devices (Users). Ops assigned to Positions can only be completed by Users and will not be displayed on Teamboards.