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Edit an Incident's team

STOP: Is the Incident module enabled for your organization?

 

Who can edit the Incident’s team?

  • The Author can edit the lists of Authors and Followers.

  • The Responsible Person can edit the lists of Authors, Collaborators, and Followers.

  • Collaborators can edit the lists of Authors, Collaborators, and Followers.

  • Anyone with the "Edit" permission for Incidents in that Location can edit the lists of Authors, Collaborators, and Followers.

  • If the Incident is nested under a Project, the Project's Facilitators, Leaders, and/or Sponsors can edit the lists of Authors, Collaborators, and Followers. If the Incident is nested under a Chart, the Chart's Authors can do the same.

  • The Assigner and anyone else with the "Assign" permission for Incidents in this Location can edit the entire team. NOTE: If the Incident has not yet been assigned, you will be unable to edit the Responsible Person.

 

How do I edit the team from the Team Panel?

Open the Incident with which you want to work, then click 2017-02-21_1006.png in the top right corner of the “Team” section.


4528incident1.jpg

In the resulting window, you'll be able to edit certain aspects of the team as described above.

  • To edit a list of users, click in that field and begin typing the user’s name. A drop-down menu will appear from which you can select the user. You may add as many users as necessary to each position.

    To remove a user, delete their name from the list.

  • Click 2018-04-18_1333.png.

 

How do I edit the team from Ellipsis Drop-Down?

Open the Incident with which you want to work, then click....JPG in the top right corner of the item. In the resulting drop down, select theeditteam.JPG button.

 

4528incident2.jpg

In the resulting window, you'll be able to edit certain aspects of the team as described above.

  • To edit a list of users, click in that field and begin typing the user’s name. A drop-down menu will appear from which you can select the user. You may add as many users as necessary to each position.

    To remove a user, delete their name from the list.

  • Click 2018-04-18_1333.png.



 

 

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