users-medicalTeam Management

1. Overview

Teams in tamato allow you to group users who work together on maintenance activities. They make it easier to assign work, manage responsibilities, and coordinate tasks across multiple users.

This feature exists to simplify workload distribution and improve collaboration within maintenance operations. By using teams, organizations can plan work more efficiently and avoid assigning tasks to individuals one by one.


2. When to Use This Feature

Use Teams whenever maintenance work is handled by groups rather than single users.

Typical use cases include:

  • Assigning work orders to a maintenance crew

  • Organizing technicians by skill, shift, or location

  • Managing external contractors as a group

  • Improving visibility of team-based workload

Teams are typically used by:

  • Maintenance managers and supervisors

  • Administrators setting up system structure

  • Team leads coordinating daily work


3. Step-by-Step Instructions

To create a new Team in tamato:

  1. Navigate to Teams

  2. Click Add New Team

  3. Fill in the required fields:

    a. Name – give the team a clear title (required)

    b. Select Users – choose the users that should be part of the team

    c. Description – describe the purpose of the team (optional)

  4. Click Create

The team is created and becomes available for assignments.


4. Field Explanations

Name (required)

The name of the team.

Best practice: Use functional names such as “Maintenance Team”, “Electrical Team”, or “Night Shift”.

Users (required)

The members assigned to the team.

Best practice: Add users with similar responsibilities or working schedules.

Description (optional)

Additional information about the team’s role or scope.

Best practice: Use descriptions to clarify responsibilities or coverage areas.


5. What Happens After Submission

After submission:

  • The team appears in the Teams list

  • The team can be selected when assigning Work Orders and Preventive Maintenance

  • All assigned users are treated as responsible for team-assigned work

  • No notifications or approvals are triggered by default

Teams can be updated at any time to add or remove members.


6. Permissions & Roles

Permissions depend on user roles:

  • Admins and Maintenance Managers can create, edit, and delete teams

  • Technicians can view teams they belong to

  • Other users may have view-only access depending on configuration

Users without sufficient permissions cannot modify team structures.


7. Common Mistakes & Tips

  • Avoid creating too many small teams without a clear purpose

  • Use consistent naming conventions for teams

  • Review team membership regularly as staff changes

  • Assign work to teams when multiple users may handle the task

  • Use descriptions to document responsibilities and coverage


8. Short Summary

Teams in tamato help organize users into functional groups for easier work assignment and coordination. They improve collaboration, clarity, and planning efficiency.

Well-structured teams reduce administrative effort and support smoother maintenance operations.

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