Team Chart Page and Role Building
- David Sinkinson (Deactivated)
The Team Chart page is where you can configure your team to have the correct roles, hierarchy and user roster.
To begin, structure your team. After you’ve named your team, you’ll want to add your first role. Do so by clicking “Add Role”. You’ll be prompted with the following screen:
You’ll need to indicate the Role Name and Color for that role. We highly suggest using the same color in a given role category (e.g. Planning personnel are always in green). Suggested colors are offered next to the color picker, although you can choose any color via Hex code. Note as well that when building out your team and role, you need to start with the most senior role and work your way down; that is, start with the leadership position and build sub roles afterwards.
After you’ve selected “Save Role” you’ll be taken back to the Team Chart page. You should now assign a user, or group of users, to the available roster for the role. Select the second Team Members icon, pictured below.
You’ll then be taken to the “Role Roster” page for the role you’ve created (in this case, Incident Commander). On the Role Roster page you can determine how many individuals must fill the role, the form of Escalation (either Roster or Blast), and the rotation method (Manual or Time Based). There is also an option to rotate the order of the list manually. Lastly, in the top right of the window is the “Add or Remove Team Members” button which allows you to add registered users to the available role Roster.
Let’s add users to this role. Select “Add or Remove Team Members”. You will then be taken to the Role Roster Members page, this allows you to add individual users or groups of users to the role in question (note, to create user groups, see this guide: Mobile User Groups ). Select the “Add” button in the middle of the page to add those users to the Role Members column. You have now added those users to the Role Roster for Incident Commander.
After you’ve added the users to the role, you will be taken back to the Role Roster page. Any users added, either in the group or individually, will be added to the roster for the role. You may now configure the additional settings for this role:
Role must be filled by: The number of individuals who can take on this role. In this case, the number is 1. But some roles may have multiple users - such as security team members or nurses.
Escalation: There are two options for forms of notification to fill roles. Either Roster, which will call out to the users in the list in order, or Blast, which notifies all users in the list at the same time and the role is filled on a first come first served basis.
AutoRotate: The list of available users for the a given role is ranked in order (visible on the far left side of the table). The order can be changed manually (by moving users up or down on the far right of the table) or automatically based on the settings in AutoRotate. The options for autorotation are Daily, Weekly, and Monthly.
Manual Rotation: When clicked, this button will move the user in the 1st position to the last position and move all other users up accordingly.
Your role is now well staffed! These individuals are available for the role, Incident Commander.
Finally, you’ll want to make additional roles. Navigate back to the Team Chart page and either add another role. To do this, select “Back to Team” on the top left corner. The click the “Add Sub Role” button on the role you just created to add a new role to your team.
You’re all set. Simply repeat this process to create new roles and add users to those roles.
Linked Roles
Linking roles can save you time if you want to apply the same settings and user lists to multiple roles in your Role Settings. This can be done across various teams and not limited to the team you’re currently working on. As such, you could, for example, keep the Incident Commander Role Settings the same across all teams you’ve created.
Linking roles will apply the Roster settings from the role selected and apply them to another role. This will overwrite the settings on the “Role Roster” tab. Linking will also keep the same “Role Roster” settings across all the linked roles. A change in one of the linked roles will apply to all the linked roles.
Job Action Sheet
The Job Action Sheet section contains additional instructions and documentation that are made available to users in this role should they accept the role.
Team Roster Table
The Team Roster Table indicates all of the users assigned to one or multiple roles on a team and their contact information. You may search this list, sort alphabetically, change column headers (to contact point versus field names) and export the data via the Export Data button.
Team Settings
Team Settings tab allows you to modify the team name, description, add a default meeting, specify a custom “From” email address (for notifications related to a team activation) and modify the contact points for users.
For Default Meeting - this needs to be specified per the instructions here: Meeting Details Tab . Once that is complete, simply select the correct meeting to associate it to the team.
For Contact Points - you can specify other points of contact for activations for this team. For example, if a user has multiple email addresses in the system, you could specify which email address is the primary (or only) option for activations from this team.
You must click “Save Settings” at the bottom of the screen for these changes to take effect.