Team management
PolicyCenter provides a management tool that helps supervisors and managers manage their groups. This tool displays the number of activity and policy transaction instances grouped by time and status. You access this tool from the Team tab, and use it to control and distribute the activity and workload of your team. This topic describes the team management tool.
See also
Overview
Supervisors and managers can manage their teams, obtain status information, monitor loads, identify backlogs, and reassign activities by using the team management functionality in PolicyCenter. You can access this functionality from the Team tab. In some respects, team management is a reporting tool in which you can see workload summaries by group. You can then navigate to view and manage the workload of a team member. The reporting categories for workloads are: Summary, Activities, Submissions, Renewals, Other Policy Transactions, and Misasssigned. This topic also provides information about reporting categories.
When you first select Team, PolicyCenter displays the My Groups summary which includes:
- Your groups. Select a group to display information for that group or user.
- Links to reporting categories.
- Displays the time that this information was last calculated.