Teams

Edited

Teams


What Teams are for

  • Operational filtering: filter All Incidents and Analytics by team

  • Supervisory oversight: review trends by shift/unit

  • Training/coaching: track cohorts (trainees, new hires)

What each column means

  • Name: team name (best practice: shift/unit/function)

  • Lead: team lead(s) (typically supervisors/managers)

  • Members: users included in the team (drives team-based filtering)

ACT Settings → Teams → Create Team

  • Name: label used in filters and on the Teams page

  • Team Leads: owners responsible for coaching and roster hygiene

  • Team Members: users included in the team

  • Confirm / Cancel: create team or exit

Important behavior

  • Teams are primarily for filtering/analytics, not permissions.

  • Team-based filtering is most reliable for activity after teams are created and membership is current.