Creating teams allows you to organize task execution, direct communications, and configure alerts precisely, ensuring efficiency in maintenance operations.
Important note: Only users with an administrator profile can create and manage teams.
Accessing the team registration
In the side menu, go to: Settings > User Management > Teams.
Click the "+ Add Team" button.
Filling in team details
Photo: Add an image to help identify the team.
Team Name: Provide a clear and objective name, for example: Electrical Team.
Description: Explain the main functions of the team.
Members: Select all employees who will be part of the team.
Leaders: Choose who will be responsible for supervising and reviewing the Work Orders assigned to the team.
Location: Associate the team with a specific area in the Asset Tree.
Notification settings
For Tractian CMMS users, two notification configuration fields are available for teams:
Receive notifications for request openings:
Enable so the team is automatically notified whenever a new request is opened.Allow notifications for offline-generated conflicts:
Ensures members are informed about any conflicts identified when the system is offline.
After filling in all the information and adjusting the notifications, click the "Add" button to complete the registration.
Edit teams
You can update a team’s name and description at any time. To do so:
Go to the left-hand menu and click Users > Teams.
Find the team you want to edit.
Click the "Edit" button next to the team name (pencil icon).
In the window that opens, make the desired changes.
Save the changes.
Disable teams
If a team is no longer active or needed, you can disable it. To disable a team:
Go to Users > Teams in the left-hand menu.
Locate the team you want to disable.
Click "Disable" on the far right of the team row.
