Team management

You can manage all your teams and direct reports in the Case Manager portal. This feature improves your productivity because you can revise team information in the course of your daily case work in response to changing personnel and work conditions.

Specifically, you can do these actions:

• Create teams and delete existing ones.
• Manage team information, such as adding or removing new members and work queues.
• Edit organizational information.

For individual team members, you can manage the following information:

• Skills and skill proficiency
• Time off
• Workload

You can also manage the work queues for a workgroup or particular operator.

Note: You must have the pxEditTeamManagement privilege added to your access role in order to manage your teams. This privilege is present in @baseclass.

Related information

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