Team (Authority)
What is an assessment team?
An assessment team are the group of team members that assess and manage the application. Each application may have a different group of team members (on a application by application basis). Use the Team feature to create the assessment team.
What is the Team feature?
The Team feature is a tool to help build and record your assessment team. The Team feature facilitates real-time assessment team subject matter information and expertise input. Assessment team collaboration starts here.
What do I use the Team feature for?
Use the Team feature to assign Assessment managers and Collaborators to an application. Invite members within your organisation or external consultants to help in assessing an application.
Example: If you are an Assessment Manager for the Authority you may invite the Environmental officer within the Authority to help complete an 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 can assign the application.
Only active collaborators on the assessment team can invite others to collaborate on the application.
External collaborators do not have permission to invite team members.
How do I invite a Team member to the assessment 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. You will find Assessment manager and Coordinator roles 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. Enter the email address of the person 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. If the member is part of multiple Account Settings - Groups you will also need to select the relevant Group.
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 person must accept the invite using the email link to become active on the application team.
8. Once the person has accepted the invite, they will become an active member on the assessment 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.
You can add the same team member to address different role types.
You can add more than 1 team member for the same role type.
Only the role types will be listed in the assessment report.
How do I add myself to the assessment 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 Admin, Assessment manager and Coordinator roles 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 assessment team?
Users who pick up the application in Awaiting assignment status
Active assessment team members (e.g. active assessment manager, active Bushfire collaborator)
Coordinators
Scenario 1
I am an organisational member, who will be completing the properly made checks on an application & will become the assessment manager.
Instructions
Pick up an application in Awaiting assignment status, you will be presented with the team feature.
Select the Admin role from the role type drop-down menu.
Select ‘Add myself'.
You will added as an active Admin role.
Select the Assessment manager role from the role type drop-down menu.
Select ‘Add myself'.
You will added as an active Assessment manager role.
Scenario 2
I am an Active assessment manager on an application. I want to add myself as the Design collaborator.
Instructions
Open the Team feature on the application you are assigned to.
Select the Design role from the role type drop-down menu.
Select ‘Add myself'.
You will added as an active Design collaborator.
Scenario 3
I am an organisational Coordinator. I want to add myself as an active coordinator to an application to complete the Supervisor Review of a notice or report.
Instructions
Open the application you want to assign yourself to.
Open the Team feature.
Select the Coordinator role from the role type drop-down menu.
Select ‘Add myself'.
You will added as an active Coordinator.
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 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 assessment team.