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Team Members

The Team Members screen allows the user to document individuals involved in the investigation. The Team Lead 1 and Team Lead 2 (if a two team investigation) will be listed under Selected Team Members.

Adding Team Members​

  1. Click the Team Members tab
  2. Select the box(es) next to the name(s) of the person/people to add them to the investigation team
  3. Click Add Selected
  4. Click Save Last Name, First Name, and Job Title of added Team Members will be displayed in the grid below.

Adding Non Employee(Contractors) Team Members​

Individuals who are not employees can also be added as team members of an investigation.

Enter all available information into the following fields:

  • Contractor Company – Name of contracting company, if applicable
  • First Name – First name of individual being added to the investigation
  • Last Name – Last name of the individual being added to the investigation
  • Craft – Type of work of the individual being added to the investigation
  • Job Title – Job title of individual being added to the investigation
  • Email – Email address of individual being added to the investigation
  • Click Add
  • Click Save under Record Options.

Removing a Team Member​

Under the Selected Team Members, find the team member to remove.

Click the Delete button. A confirmation window will be displayed the user can select OK to continue deleting the team member.

Click Save to save the changes.