Contents:
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You can define a
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membership period for each team member using date pickers
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and add, edit, or delete
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memberships.
Once you define a
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membership period, skills available in that time frame are automatically added based on the skill's start/end dates set
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on the Administration > Resources page.
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Team memberships |
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must be edited where they were created. |
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Membership editing is disabled when a team is inherited (created in a different |
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box but also assigned to another |
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box) |
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. |
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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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End date
The membership end date is calculated automatically when you add a new membership. The end date is set as
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new membership start date - 1 day:
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Edit memberships
You can edit
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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. |
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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
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.
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The end date of the previous membership is automatically filled in
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, and the new membership is marked as "
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Unavailable”.
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Delete memberships
Deleting Memberships
To delete a
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membership, 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
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team
Inherited teams are marked with an arrow next to the team name.
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Table of contents
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