Team Management

Owned by Benjamin Mwalimu Mulyungi
Last updated: Sept 27, 2021
3 min read

The OpenSRP web team management package provides the ability to perform the following functions.

  • Creating teams.

    • Assign users to teams.

  • Assigning teams to locations.

Package Definition

  1. Teams - This piece of functionality helps the users create teams to be used to administer the different services in the OpenSRP apps.

    1. This package also allows the different users to be added to the teams.

  2. Team assignment - This piece of functionality helps the users assign a location to the teams.

 

Teams

How to Create a Team

  • You can access this page by clicking on the team management menu on the sidebar then, click on the teams' menu. This will load a page with a list of existing Teams. Below is a sample of how the page would look like

 

  • Click on the ‘Create Team’ button on the top right of the screen.

  • This will load a form that allows you to enter the Team’s details. Fields with Asterisks are a must to fill.

 

  • To assign users to that particular team, click on the ‘Team Members’ field and select the users.

  • Click ‘Save.

  • To complete the Teams creation process, you will need to assign the team to a specific location as outlined in the next section.

 

How to update Team’s detail

  • You can access this page by clicking on the team management menu on the sidebar then, click on the teams' menu. This will load a page with a list of existing Teams. Below is a sample of how the page would look like

 

  • Click on the ‘Edit’ link on the particular Team you would like to update. 

  • This will load a form that allows you to update the team’s details. Fields with Asterisks are a must to fill.

  • Click ‘Save.

 

Team Assignment

Note:

Before proceeding with the steps below ensure you have locations uploaded in the system.

You also need to have added the default plan. Here is a sample of the same. A plan is used to specify the jurisdiction (hierarchy) the teams should be assigned to.

 

How to assign/ unassign Teams to locations

  • You can access this page by clicking on the team management menu on the sidebar then, click on the team assignment menu. This will load a page with a list of existing locations. Below is a sample of how the page would look like

  • Search for the location on the search field, a list of results will appear, click on the preferred location from the results. The location will be updated on the section on the right.

  • Click on the ‘Edit’ link, a page will appear as shown below that allows you to assign the teams. Select the preferred teams to assign to the location.

 

  • To unassign a team from a location, follow the same process as on the above page click on the teams who would wish to remove.