Contents:
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Introduction
You can define a Membership Period membership period for each team member using date pickers , as well as addand add, edit, or delete Membershipsmemberships.
Once you define a Membership Periodmembership period, skills available in that time frame are automatically added based on the skill's start/end dates set in the Resource manageron the Administration > Resources page.
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Team memberships have to must be edited where they were created. When Membership editing is disabled when a team is inherited (created in a different Box, box but also assigned to another Boxbox), membership editing is disabled. |
Add memberships
Start date
A membership entry must have a start date. This allows the app to include the member in calculations.
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A start date must also be provided when adding a new team member.
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The membership end date is calculated automatically when you add a new membership. The end date is set as New new membership start date - 1 day:
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Edit memberships
You can edit a the start date of a membership entry using inline editing.
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The end date is calculated automatically based on the next membership entry and can't be manually changed.
Limitations: you can't edit the value if the team was inherited. Changes have to be made in the box the team was created in.
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Close memberships
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Deleting a team member from a team will result in them being completely removed. |
To WORKAROUND: Add a new membership period with 0% availability to end a membership period without losing data connected to their past assignment to a team, add a new membership period with 0% availability.
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The end date of the previous membership is automatically filled in. The , and the new membership is marked as "Unavailable"Unavailable”.
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Delete memberships
To delete a Membershipmembership, click the Delete button.
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When you delete a membership, the End Date of the previous membership is automatically extended (the last membership doesn't have an end date).
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Inherited teams are marked with an arrow next to the team name.
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