Creating a Team and Configuration

To create a team, first open the project you wish to create a team for. Once the project is open, select create team.

Here is where you enter the details of the team where the fields have been set up from the previous team setup dialog.

By default, a team name and description are required.

To start Configuring the team, press Manage Teams. then select Configure Team. Note that more options for teams are available.

• Edit Team – Edits the team information previously set (i.e., name)
• Delete Team – deletes the team from the system permanently

Team configuration takes the form of five menus:

• Users – Add and remove users from the team
• Location Groups – When added to a team any user who is in that team can only view data belonging to that Location Group. All other data is filtered out of the project explorer and cannot be viewed.
• Data Groups – This is a list of all the Projects Model Groups. For example, it is possible to filter out all Environmental Contaminant data from here.
• Reports – Can filter out report views using this option
• Data Fields – Filter out Specific Picklists.

To begin with, add the user(s) to the team by selecting the user from the grid of available users and pressing either add selected or add all depending on preference.

The next step is to add the filtering based on what you want the user to be able to view or not view. For example, purposes filtering for each option will be applied, as previously stated there are many combinations of team filtering.

Location Group Filter

Above Phase 1 Location group has been added by selecting it from the left column and clicking the arrow to move it across to the right. This mean that data for just the 7 locations will be viewable for the user.

Data Groups

The above illustrates that when applied Environmental Container Details and Environmental Containment Testing data will be filtered out as well. This means if the data was present in the location groups locations the data for theses will be completely filtered out from the project explorer.

Reports

To compliment the previously filtered out data groups, the contamination reports are also going to be filtered out.

Data Fields

Finally, Sample Information Picklists are filtered out so only D and J samples will be viewable.

When the configuration process is completed Press Save. The process is completed now, and the team is configured. To edit anything further, simply go back and select the configure team option again.

When the user logs in the filters should be immediately applied. See below completed example.

Only the Locations contained in the Location Group are present. Also, the project explorer doesn't show any of the environmental data.