Team (Applicant)
What is an application team?
An application team are the group of team members that help create and manage a development application. This group of people can consist of town planners, engineers, environmental consultants, or anyone else that may assist in preparing an assessment against assessment benchmarks.
Each application may have a different group of team members (on a application by application basis). Use the Team feature to create the application team.
What is the Team feature?
The Team feature is a tool to help build and record your application team. The Team feature facilitates real-time project team subject matter information and expertise input. Project team collaboration starts here.
What do I use the Team feature for?
Use the Team feature to collaborate on an application. Invite members within your organisation or external consultants to help in building an application for Applicant.
Example: If you are an Application Manager for the Applicant you may invite a Transport and Traffic engineer to help complete assessment against the specific subject matter benchmarks.
Where is the Team feature located?
The Team feature can be found in the top toolbar, next to the Planning Summary. The Team feature is available during every Application Status.
Who can use the Team feature?
The Team feature can be used by the organisation's members to build and/up update their assessment team. Only active members on the application team can invite others to collaborate on the application.
External collaborators do not have permission to invite team members.
Who is the application manager for an application?
When an application is created, the person creating the application is automatically assigned as the ‘Application manager’.
You can have multiple application managers working on the same application.
Example: If it is a complex application, you may choose to have multiple people in your organisation assisting in the application preparation and assessment. In this scenario you may invite another person in your organisation as the ‘Application manager’ as well.
How do I invite a Team member to the application team?
1. From the Applications Dashboard, select the Application you wish to Collaborate on.
2. Select the Team feature in the top toolbar, next to Planning Summary. The Team feature will open in a pop-up window.
3. Using the dropdown menu in the top left of the Team pop-up, select the role type of the collaborator you wish to invite.
What is the difference between Active and Inactive role types? The software will calculate which roles are applicable for the application based on the assessment benchmarks triggered.
4. Enter the email address of the collaborator you wish to invite. This email can be an existing member of your organisation or an external, someone who is not part of the organisation.
5. Select Invite. An email will be sent with a link to the application.
6. You should now see the person’s email and role type as pending on the application team.
7. To join the team and commence assessing the application, the collaborator must accept the invite using the email link to become active on the application team.
8. Once the collaborator has accepted the invite, they will become an active member on the application team.
Use the action button to remove team members, if required. The action button is located to the right of the added member in the Team list.
How do I add myself to the application team?
1. From the Applications Dashboard, select the Application you wish to assign.
2. Select the Team feature in the top toolbar, next to Planning Summary. The Team feature will open in a pop-up window.
3. Using the dropdown menu in the top left of the Team pop-up, select the role type you wish to assign yourself to. You will find the Application manager role within the Inactive section at the bottom of the dropdown list.
What is the difference between Active and Inactive role types? The software will calculate which roles are applicable for the application based on the assessment benchmarks triggered.
4. Select ‘Add myself’ (last button).
5. You will automatically become active on the assessment team, bypassing the email invite procedure.
Who can use the ‘add myself’ feature on the application team?
Active assessment team members (e.g. active application manager manager,
How do I add members to the team without inviting them?
If you don’t want to invite any team members to collaborate and you still wanted to record on the Team list who was involved in the application creation or assessment of the application, you can use this feature to list the team members.
1. At the Team feature, add members by selecting ‘Or add a member without inviting them’
2. Complete the necessary fields, including, role, company name, first and last name, email address and business phone number. At the very minimum add the role, first and last name and email address.
3. Select Add. The team member will be added to the team list below.
You can add multiple members to the project team.
All the listed team members at this step will be added to the applicable report.