Teams

The Teams Configuration function allows you to set up a hierarchy within your facility that is then used for escalating work orders. 

When you click on the Teams menu item from the Users->Configuration menu the Team Configuration page loads.

There you will see a list of any Teams that have already been set up, as well as the option to configure a New Team. 

To set up a new team structure, click on the  icon in upper left corner of the window. This will open the fields for creating a new team, as you see in the screenshot below.

Fill in the fields as desired and click on the Insert button    to save the new team, or the Cancel button to cancel the creation of the new team. 

Once you have a Team set up, you can then add team members to that level of the hierarchy by clicking on the organization chart icon  . This opens up a window that will show you the hierarchy of your team once you add members.

Click on the Add Users To Teams icon at the top to set your top level user in the team. This will open up a dropdown menu that shows the users within your organization.

You simply select the user you want to add and drag it over to the box at the level you wish them to be in. CMS will automatically Save the Team.  When you are finished adding users to the team you can click on the  icon in the upper right hand part of the window and you will be returned to the list of Teams.

To add another level below the top tier of the Team, click on the  icon next to the name of the team. 

Now you can fill in the description and specifics as necessary and the new level of the team will be added. The top level will now have a plus sign, +, next it, indicating there is a sub-level.  

Clicking the + icon next will expand to display the lower levels.  

If you click on the organization chart icon it will now show both levels and you can add users to this new level of the Team. 

Continue adding users and team levels as needed to set up the structure for your organization. *The Work Order Escalation function will use this hierarchy to send messages to the users of a team as it performs its escalation process.

To edit an existing Team in the list, click on the  icon next to the team you would like to edit. This will open up the fields of that team for editing as necessary. Click on Update to save the changes or cancel to return to the list without editing any changes to the team.

To delete a team level or entire team, click on the  to expand the team hierarchy, then click on the   icon next to the level you would like to delete.

Reviewed/Revised: 6/2025