Assigning Team Members To A Work Session
A Work Session record represents a specific period of time when work will be done (or
was done) on a specific task.
When you want to assign people (Team Member records) to a Work Session, the software creates a Work
Assignment record and links it to the Work Session record.
Then, in the Team Services Window, you can link the Work Assignment record to one or more Team Member
records.
The Work Assignment record's job is to keep track of which Team Members (and the teams they belong
to), have been assign to the record's parent Work Session record.
Every Work Assignment record is linked to only one Work Session record and vice-versa.
However, only the Work Assignment record stores the ID number of its parent Work Session record.
Work Session records are not aware that they are linked to anything but Task, Idea, Note, and Data
File Link records.
Demonstration: Linking A Work Session To People
When you want to assign one or more people (Team Member records) to a Work Session record, you
either have to open the Work Session record, or select it in some type of "Work Sessions Index
Window".
Then, on the left hand side of the window you're working in, click on the Add Work To Team Members
hyperlink.
After the Add Work To Team Members hyperlink is clicked a Work Assignment record is created and
linked to the Work Session record.
Then the software opens the Team Work Services Window and you see a set of panels that look like
those in the image.
The panel on the left displays all work assignments that don't have any team members assigned to
them yet.
The panel on the right displays all of the Team Member @ Team records that can be selected
from and assigned to the selected work assignment record.
To link one or more team members to a work assignment you start by single clicking on the work
assignment record to select it.
The record's background color will turn light green and a check mark
will be added to its check box.
Then in the Team Members And Teams Panel you can either single click on one or more Team Member @
Team records to select those records for assignment to the work assignment record.
Or, you can
select an entire team from the Team Member's combo box, by selecting the team name in the combo box
and then click on the Assign Work To Entire Team hyperlink.
If you're not assigning to an entire team, and you've selected one or more Team Member @ Team
records from the list, then click the Assign Work To Team Members hyperlink to link the selected
team members to the selected work assignment record.
After you click the Assign Work To Team Members hyperlink you'll see the Record Assignments
Information box on the right hand side for the window confirm that the selected Team Members have
been linked to the selected Work Assignment.
You can repeat this process to add more Team Members at
any time.
Creating new Team Member @ Team combinations you can assign to a
Work Assignment
People you want to assign to Work Assignments are represented using a record entry that combines
their name and the team they're on, when they're assigned to the work assignment.
This image shows an example of a Team Member @ Team record entry.
Team and Team Member records can be created by clicking on the New Team, or New Team Member
hyperlinks in the Team Work Services Window.
But if you don't have either of these records, then the easiest way to create them and get them
linked together is to create the Team record first, then have it create the Team Member record and
link it to itself.
That's what this section is going to show you how to do.
This image shows the set of panels displayed after the New Team hyperlink is clicked, the team's
details are have been saved, and the Create A New Team Member hyperlink is clicked.
After the desired combination of Team Member At Team record has been created, then click on the Add
Work To Teams & Members hyperlink to display and select the new Team Member & Team record
and link it to the selected Work Assignment record.
In the Add Work To Team Members panels, you might have to click the Assigned hyperlink to see your
Work Assignment record, if it already has one or more Team Member @ Team records linked to it.
Otherwise, it will be displaying in the Unassigned Work Panel.