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Creating a Production Team
To create a Production team, go to Manager > Rolodex tables>Teams
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follow these steps:
Click on “Add team”
(OPTIONAL) - Add a customer
When the new row appears in the grid, add a description and, if the team is specific to a customer or consolidated account, choose the relevant Customer or Consolidated account from the dropdown menus. If the team should apply to all customers and/or consolidated accounts, leave the “Customer” and/or “Consolidated account” fields empty.
Please note that customer specific teams will only be available in the next version of OOONA Manager: 368.1.
For production teams, choose “Production” from the dropdown menu in the “Type” column. Read the client manager teams section for that specific type of team. Client manager teams
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Customer specification cannot be changed once set, so make sure you’re choosing the correct one. |
Click save.
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After creating the team, set the production teams’ skills using the “Languages”, “Order Types” and “Tasks” columns.
To read more about setting up resource skills, read our Setting up resources skills to be able to assign them to tasks article.
Note that these will be used for filtering, meaning you won’t be able to assign a team to a task that has different parameters.
Finally, in the “Connected resources” button you’ll need to add the resources connected to this Production team. Here you can also specify a manager Production team manager
You can always delete or deactivate a Production team with the “Delete” and “Active” buttons.
Click the “Show inactive teams” button to show deactivated teams in the Teams page.
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Using a Production team
Production teams can be assigned from different pages.
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Pre-production completion notifications and Inform next task notifications - Much like a recourseresource, the Productions team manager will Pre-production completion notifications and Inform next task notifications, if his Productions team was assigned. More about these notifications in https://ooona.atlassian.net/wiki/spaces/OHC/pages/1909915649/System+notifications#Pre-production-completion-notifications
Assignment notification - this notification can be sent once a Production team was assigned. It lets the production team manager know they can now assign someone from their production team to this task. It can be sent manually by clicking the “Send assignment notification” button, and choosing the manager who should receive the email. It can also be sent astatically if set so in system configurations. More on Assignment notifications in https://ooona.atlassian.net/wiki/spaces/OHC/pages/1909915649/System+notifications#Assignment-notifications
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