Data Acquisition - Resources: Managing Teams and Pilots

1. Description

This article will describe how to create teams (pilot teams) and team members (pilots) in order to assign tasks to them.

2. Managing a team

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IMPORTANT

All actions concerning team management will be done in the "TEAMS" tab.

Click on "RESOURCES".


2.1 Team creation

Step 1 - To create a new team click on "+ NEW TEAM".

Step 2 - Fill in the form with the name of the team, the company that is linked to the team, and the team leader (select a pilot on the list).

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If the leader wanted is not on the list, see paragraph 3. to create it.

Step 3 - Click on "SAVE" to complete the creation of the team.

Step 4 - A team card appears in the "TEAMS" tab.

2.2 Team edition

Step 1 - Click on the 3 dots menu of the team card and click on "Edit" (or "Delete" if it's for team deletion).

Step 2 - Update the team name and/or the leader and click on "SAVE".

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The company is not editable.

3. Managing pilots

In the "PILOTS" tab, pilots could be associated with the previously created Teams.

Click on "RESOURCES" and on the "PILOTS" tab.

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IMPORTANT

All actions concerning team management will be done in the "PILOTS" tab.

3.1 Create a Pilot

Step 1 - Click on "+ NEW PILOT".

Step 2 - Fill in the required fields:

  • Select a Platform User: A pilot of the Company must be a user in the Platform so make sure his User Profile is created and associated with the corresponding Company. 
  • Assign the pilot to a Team (a company must be created previously, see paragraph 2.)
  • Enter his carrier and sensor model capabilities 
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  • Teams, carrier, and sensor model capabilities are not limited to 1 choice.
  • Carrier and sensor model capabilities are not mandatory fields.

Step 3 - Click on "SAVE".

3.2 Pilot Edition

Step 1 - Click on the 3 dots menu of a pilot card and click on "Edit" (or "Delete" if it's for pilot deletion).

Step 2 - Update the linked team, the carrier, or sensor model capabilities and click on "SAVE".

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The user field is not editable.



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