Create a team

Teams group your staff into working units — a care team, a night shift, a department crew — and can be linked to the facilities, departments, and practices they serve.

Before you start

• You need administrator access to Cloud Manager.
• In the left menu, go to Organization → Teams.
• If you want to link the team to facilities, departments, or practices, create those first (see the other guides in this section).

Steps

1. On the Teams page, click Add Team. A dialog opens with four tabs: General, Associations, Address, and Contact.
2. On the General tab, enter:
   • Team Name (required)
   • Description
   • Team Type (pick from the list)
   • Team Lead
   • Shift Type and Number of Members
   • Established Date
3. On the Associations tab, tick the Facilities, Departments, and Practices this team belongs to.
4. Optionally complete the Address and Contact tabs (street address, city, state/province, phone, and so on).
5. Click Create. The team appears in the list right away — columns show Name, Type, Lead, Shift, Members, and Status.

Tips / Troubleshooting

• Click a team row to open its detail page. The same four tabs are editable there, and a Delete button (with a Delete team? confirmation) removes the team.
• Departments and Practices work the same way as Teams — each has its own page under Organization with an add dialog and a detail page.