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You can manage teams to reflect changes in a case, such as a change in priorities. You can inactivate, remove, or reactivate team members to change the structure of a team. You can also edit the team name and description.
Administrators and group leaders with permissions can manage teams and team members. For information about how to grant permissions, see Grant administrative access.
You can view a list of all of the workflows and phases that are assigned to a team. This allows you to see the assignment load for a team, which you can adjust as priorities change.
Use the following procedure to view the workflows and phases that are assigned to a team.
1.On the Case Home page, under Review Setup, click Teams.
2.Click a team name.
3.In the navigation pane, click Phases.
The workflows and phases that are assigned to the team appear.
Note: A check mark in the Locked column indicates that the phase is locked. If a phase is locked, users are prevented from getting new assignments from the phase. Users can still access all uncleared assignments that they retrieved before the phase was locked. For more information about locking and unlocking phases, see Lock or unlock a phase.
4.To view a particular workflow or phase, click the workflow name or phase name.
Use the following procedure to change the name or description of a team.
1.On the Case Home page, under Review Setup, click Teams.
2.Click a team name.
3.In the navigation pane, click Properties.
4.Edit the Team name and Team description, as necessary.
5.Click Save.
Use the following procedure to remove a team from a phase.
1.On the Case Home page, under Review Setup, click Workflows.
2.Click the workflow that contains the phase that you want to remove a team from.
3.Click the name of the phase.
4.In the navigation pane, click Teams.
5.Click the Remove team button in the row for the team that you want to remove.
6.Click OK.
You can temporarily make a team member inactive, rather than remove a team member from a team.
Use the following procedure to make a team member inactive.
1.On the Case Home page, under Review Setup, click Teams.
2.Click a team name.
3.In the Active column, clear the check box for the user who you want to make inactive.
4.Click OK.
You can make an inactive team member active, as long as the user remains in the case.
Use the following procedure to make a team member active.
1.On the Case Home page, under Review Setup, click Teams.
2.Click a team name.
3.In the Active column, select the check box for the user who you want to make active.
4.Click OK.
If you remove members from a team, you can add them back to the team as long as their user names remain in the case.
You can also make team members inactive, rather than completely remove them from the team. For more information, see Inactivate a team member.
Use the following procedure to remove members from a team.
1.On the Case Home page, under Review Setup, click Teams.
2.Click a team name.
3.Click the Remove team member button in the row for the user that you want to remove from the team.
4.Click OK.
