Xitracs Planning™ > Plans

System Users are assigned to a plan through membership of a Team.

There are three types of teams: Action, Review and Manage. The team type controls which functions in the Xitracs system are available to users.

There can be multiple Action and Review teams, but there is only one Manage Team for the entire plan; users who are members of the Manage Team can edit or update the status of all plan rows.

Functions available 6	Team type 4	Action	Review	Manage
•Set Preparation Status (assigned rows only)		x	x	x
•Set Start/Due Date (all rows)				x
•Edit Fields (assigned rows only)		x	x	x
•Post Comments (assigned rows only)		x	x	x
•Link to Other Plan Rows (assigned rows only)		x	x	x
•Link to Faculty (assigned rows only)		x	x	x
•View linked Surveys (assigned rows only)		x	x	x
•Manage Teams				x
•Add/Edit Preamble				x
•Preview Published Plan				x
•Publish Plan				x
•View Reports				x
•Access Library		x	x	x
•Post to Discussions		x	x	x

Note: Preparation Status selections will differ depending on team type. See Editing a Plan > Status for more information.

There is one team of each type created automatically when a plan is first created; these are the default teams and they cannot be edited or deleted. Additional Action or Review teams can be created as required, then edited or later deleted as appropriate. Creating additional teams is optional, however, it provides a greater level of granularity in assigning users to plans. For example, the preparation and review certain rows in a plan may relate to a specific department, say the English Department. By creating separate Action and Review teams, the relevant rows can be assigned only to the members of those teams, (see Manage Team Access below ). Users who are members of other Action or Review teams will not be able to edit these rows or update the statuses.

A user must belong to an assigned team in order to have access to a plan.

If a user belongs to a team that has not been assigned to one or more rows, the plan will not appear in the user's plans list.

To Create a New Team

1.Click the Create a new team link

2.Enter a team Name

3.Enter a team Description

4.Select the team Type, either Action or Review

5.Click Submit

To Add Team Members

1.Click the Members link

2.Click the Add member link

3.Enter a User ID, Last Name or First Name to find the user (partial entry allowed)

4.Click Submit

5.Matched user(s) will be listed

6.Check the box next to the relevant user

7.Click Submit

To List Team Members

1.Click the List or Remove members link

To Remove Team Members

1.Click the List or Remove members link

2.Check the box next to the relevant user(s)

3.Click Submit

To Manage Team Access to Rows of the Plan

1.Click on the Manage team assignment link

2.In the matrix, click on an Action Team or Review Team cell

3.Select a team from the pop-up