Overview

The OOONA Manager has two types of teams with different purposes: Production teams and Client manager teams.

The Production teams allow grouping resources according to their skills, making it easier to filter them when assigning a resource to a task.

Client manager teams are used to filter workflow templates when creating an order.

Teams can be managed from Manager > Rolodex tables > Teams.

By default, you can only see teams you are a member of or teams that you manage.
To see all teams, you’ll require the role: “Show all teams”.

Creating a Production Team

To create a Production team, go to Manager > Rolodex tables>Teams follow these steps:

1. Click on “Add team”

2. When the new row appears in the grid, add a description

3. (OPTIONAL) - 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.

4. 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.

5. Click save.
   
   

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6. 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.

7. Finally, in the “Connected resources” button you’ll need to add the resources connected to this Production team. Here you can also specify a 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.

Order tasks page:

Once a Production team is created, 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.

By default, a resource can only assign a team they are a member of and/or a manager of.

There is a role to assign all Production teams: “Can assign all Production teams”

Assigning a Production team will filter the results in the “Resource” dropdown menu to show only the resources in that Production team.

In the example below, Nadav’s Production team is assigned, and only the three resources that were added to the team are visible.

Team tasks assigning scheduler

In Supervisor > Schedule > Team tasks assigning scheduler, choose a Production team from the “Team” dropdown menu. Only resources from that production team will be shown in the “Resource” dropdown menu, allowing for an easier view of the resources.

Team task manipulation scheduler

In Supervisor > Schedule > Team task manipulation scheduler, choose a Production team from the “Team” dropdown menu. Only resources from that production team will be shown in the “Resource” dropdown menu, allowing for an easier view of the resources.

Workload control

In Supervisor > Workload control, choose a Production team from the “Team” dropdown menu. Only resources from that production team will be shown in the “Resource” dropdown menu, allowing for an easier view of the resources.

Assigning to a Workflow template

Production teams can also be assigned to a workflow template. For that, go to Manager > Price lists & Workflow templates > Workflow templates and click the icon under the “All tasks” column to open the tasks of the relevant workflow template. Once the page opens, assign the relevant production team to the task. Once done, every order created with that workflow template will already have the Production team assigned.

Automatic assignment configuration

Production teams can also be automatically assigned to specific tasks. For that, go to Manager > Price lists & workflow templates > Automatic assignment configuration and choose a production team from the dropdown menu under the “Default production team to be assigned” column.

To know more about automatic assignments, read our Automatic Assignment article.

Production team Manager features:

Production teams can have a manager, who will have different permissions regarding a team. To assign a manager to a production team, go to Manager > Rolodex tables > Teams and click the icon under the “Connected resources” column. From there, click the icon under the “Manager” column.

Notifications for managers

When a Production team is assign, system notification will be sent to it’s manager.
More about these notifications in https://ooona.atlassian.net/wiki/x/AQDXcQ.

Show my teams page

From My menu >My tasks page, the production team manager will have access to the “Show My teams tasks button at the bottom of the page.

When the production team manager clicks the “Show My teams tasks” button, they will be redirected to the My tasks – Team’s tasks page, where they can see which tasks were assigned to the production team they manage.

Since managers can manage more than one team, to see the tasks matching a specific team, choose the relevant production team from the “Team” dropdown menu in the top left corner of the page.

If left empty, all tasks assigned to all teams managed by a manager and/or the members of all the production teams managed by a manager will be displayed. This means tasks assigned to a team member, but not to a team, will also be displayed.

If a production team is selected from the dropdown menu, , all tasks assigned to the team chosen will be displayed, regardless if a resource is assigned.

By default you would only see teams you are the manager of, to see all teams,
you’ll require the role: “Show all teams”.

Creating a Client manager team

To create a Client manager team, go to Manager > Rolodex tables>Teams and follow there steps:

1. Click the “Add teams” button.

2. 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.

3. (OPTIONAL) 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.

4. 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. Production team

5. Click save.

6. After the team is created, set the order type using the “Order types” column.

7. Click the “Connected resources” button to add the resources relevant to that team.

You can always delete or deactivate a client manager team with the “Delete” and “Active” buttons.

Click the “Show inactive teams” button to show deactivated teams in the Teams page.

The last step is to add workflow templates to the  Client manager team you just created.
For that, go to Manager > Price lists & workflow templates > Workflow templates. Locate the template you wish to associate to the client manager team, go to the client manager teams column and select the team.

Once done, you can see which workflow templates are connected to which client manager teams by clicking the Templates icon in the Teams page.

Assigning a Client manager team

As mentioned, the client manager team is used to filter Workflow templates when creating an order.

When creating a new order, switch to the full view to see the client manager team field.

Choosing a client manager team will filter the Workflow templates according to the ones associated to that client manager team.

Note that by default, you can only assign client manager teams you are a part of.
To assign all teams, you require the role: Can assign all management teams