EventR Team Guide: Difference between revisions

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The Team Screen shows you everything your team is doing. These are activities marked with "[[Activity visibility levels|team]]" and "public" visibility - "private" are not show unless the user is actually assigned the activity.

The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen). There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but not show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.

The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).

There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but not show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.

The team screen is searchable, and will filter based on what you type in the search box. Sub screens will show lists of activities in that section, and can be further searched.

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Team members on the itinerary are also show, and their personal schedule can be seen - following the team/public/private visibility rules.

If using the Enterprise Coordinator Hub ~~please note~~ only items marked as "[[Booking statuses|confirmed]]" appear on this screen, not pending or cancelled items.

If using the Enterprise Coordinator Hub only items marked as "[[Booking statuses|confirmed]]" appear on this screen, not pending or cancelled items.

With sufficient access (available by default) the bottom right green icon takes you to the [[Joining a Team Guide|add team member screen]].

@@ Line 68: / Line 68: @@
 The Team Screen shows you everything your team is doing. These are activities marked with "[[Activity visibility levels|team]]" and "public" visibility - "private" are not show unless the user is actually assigned the activity.
-The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen). There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but not show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.
+The default activity categories are all grouped together, but if you assign a "[[Activity Category Tags|category tag]]" in the Enterprise Coordinator Hub you will also see them grouped by these. This allows for flexible grouping of activities, that have more relevance to the users tasks. Activities can have multiple categories so can appear in multiple places. Each Activity has a Details screen if you tap on it (like on the home screen).
+There are some subtle differences for some of the sections - Hotel and Flights in particular do not show personal information not on the [[Booking sections in Activity input|booking section]]. This allows users in the same team to see which users are staying at a hotel, but not show who is sharing with whom or what room type they have been given. Flights offer similar functionality - not showing the full booking references, and other information.
 The team screen is searchable, and will filter based on what you type in the search box. Sub screens will show lists of activities in that section, and can be further searched.
@@ Line 74: / Line 76: @@
 Team members on the itinerary are also show, and their personal schedule can be seen - following the team/public/private visibility rules.
-If using the Enterprise Coordinator Hub please note only items marked as "[[Booking statuses|confirmed]]" appear on this screen, not pending or cancelled items.
+If using the Enterprise Coordinator Hub only items marked as "[[Booking statuses|confirmed]]" appear on this screen, not pending or cancelled items.
+With sufficient access (available by default) the bottom right green icon takes you to the [[Joining a Team Guide|add team member screen]].
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