Teams Configuration - PM

Create a Team

1. Go to the Team Definition form.
2. In the Team ID field, enter a team ID. IDs must be alphanumeric and cannot contain spaces.
3. In the Team Description field, enter the team description. The Netsmart recommended best practice is to use only alphanumeric characters in this description.
4. The Type field is an optional user-defined dictionary to allow for agency-specific categorization of Teams. Go to Dictionary Update (PM) > Other Tabled Files > Type (570003) for the dictionary.
5. Select Active to make the team available in myAvatar.
6. Choose users and/or user roles to add to the team by selecting options under Assigning Users to the Team. 
   Note: Users must be configured in User Definition as staff members under the User Caseload section to send approvals or notifications via the Add Team function in Document Routing.
7. Indicate whether clients assigned to the team should appear on team member caseloads via the Disable Adding Clients to Caseload option.
   Note: Selecting ‘Yes’ will prevent the client from appearing on the staff member caseload.
8. If a team member should be considered the Team Finalizer, select that individual in the appropriate field. The Team Finalizer is an approver who will be the last to sign a document, and they will not receive notification that approval is required until all other approvals have been submitted.
9. Set Use Team Finalizer as Default Supervisor for Document Routing if the team members should require supervisor approval and the individual indicated as Team Finalizer should be considered the supervisor.
10. The Scheduling Calendar Team Filter allows for determining which sites in the Scheduling Calendar that the team should be available as a filter. 
11. The Assigning Clients to the Team option is for associating groups of clients, by either program or unit, to the team. Clients added to associated programs and/or units will be automatically assigned to the team. These clients will be automatically removed from the team when they are no longer associated with the selected program(s) or unit(s).
12. To assign separate clients rather than entire units or programs, use the Individual Client Assignment section. The Individual Client Assignment is a multiple-iteration table that includes a client search with a multi-select dictionary to allow flexible selection of applicable episodes. 
13. At the bottom of the Team Definition section, the Team Information field displays the team owner(s), associated programs, units, sites, and users or user roles. The Team Information field does not display associated clients. Clients may be viewed under the Individual Client Assignment section. 

To modify a team, click Select Team at the top of the Team Definition form.

Team File Import

Team information may be imported as a comma-separated (csv) text (.txt) file. The file can be created in Microsoft Excel and saved as a comma-delimited text file using the following layout.

Once the file has been created, it can be imported using the Team File Import form. 

1. Select File.
2. Navigate to the file, then click Open.
3. Review the results in the User Scan Results field. If the file import has no errors, Begin Import is enabled. 
4. All errors must be corrected before the file can be posted. After correcting the file, it must be recompiled.
5. If the import is successful, choose how dictionaries will be imported (Import Action field), then click Begin Import.
6. Click Process User Import File.