Creating and Editing Teams

How to create a Team

1. Select Configure > Teams from the menu bar. The Teams screen opens.
2. Select New Team from the toolbar. The Untitled - Labor Team screen opens.
3. Select a location from the Location droplist in the Team tab.
4. Enter the team information and the team members in the appropriate fields.
5. Click the Wages tab and enter the guarantee amount and the labor type information.
6. Click Save and Close from the toolbar. The information that you entered is saved and the screen closes.

How to add an employee to an existing team

1. Select Configure > Teams from the menu bar. The Teams screen opens.
2. Select the team record, and then select Edit from the mini-toolbar.
3. Select Add Line from the Members section in the Team tab.
4. Select the employee from the Employee droplist.
5. Select the Team Leader option (optional).
6. Select Save and Close from the toolbar. The information that you entered is saved and the screen closes.

How to add a labor type to an existing team

1. Select Configure > Teams from the menu bar. The Teams screen opens.
2. Select the team, and then select Edit from the mini-toolbar.
3. Enter the employee contact and other information in the appropriate fields in the Employee, and User tabs.
4. Select the Wages tab, and then select Add Line under the Labor Types section.
5. Make a selection from the Labor Type droplist.
6. Enter the values in the Flat Rate $ and the Commission % fields.
7. Select an assignment percentage from the Assign % droplist (optional).
8. Click Save and Close from the toolbar. 

How to deactivate a team in CCC Repair Workflow

1. Select Configure > Teams from the menu bar. The Teams screen opens.
2. Select the team record, and then select Edit from the mini-toolbar.
3. Uncheck the Active checkbox in the Team tab.
4. Select Save and Close from the toolbar. The information that you entered is saved and the screen closes.

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