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To create a Production team, go to Manager > Rolodex tables>Teams and click the “Add teams” button.
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. https://ooona.atlassian.net/wiki/spaces/OHC/pages/edit-v2/2288418825?draftShareId=9b675e88-6530-4a86-8e60-f2b25cebdfba#Creating-a-Client - manager -teamteams
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Customer specification cannot be changed once set, so make sure you’re choosing the correct one. |
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Click save.
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 https://ooona.atlassian.net/wiki/spaces/OHC/pages/edit-v2/2288418825?draftShareId=9b675e88-6530-4a86-8e60-f2b25cebdfba#Production-team-Manager-features%3A 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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Once a Production team is created https://ooona.atlassian.net/wiki/spaces/OHC/pages/edit-v2/2288418825?draftShareId=9b675e88-6530-4a86-8e60-f2b25cebdfba#Creating-a-Production-Team , it can be assigned from Sales dashboard > Orders > Order tasks, in the “Production team” column. Note that only teams with skills matching to the task will be shown in the dropdown menu.
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For client manager teams, choose “Client manager” from the dropdown menu in the “Type” column. Read the production teams section for that specific type of team. https://ooona.atlassian.net/wiki/spaces/OHC/pages/edit-v2/2288418825?draftShareId=9b675e88-6530-4a86-8e60-f2b25cebdfba#Creating-a-Production-Team Production team
Click save.
After the team is created, set the order type using the “Order types” column.
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