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Review the person to make sure they are in the correct team in the Block & Stack (VBS)

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After the person is imported in and exists in the People Directory, they will be allocated to a team in the Block & Stack (VBS).

You can quickly review the person from the People Directory to find the team they are allocated to; if they are in the wrong team, then you can move them or add them to the correct team in the Block & Stack (VBS).

Review a Person in a Fixed Team

From Serraview, complete the following:

  1. Navigate to Resources  > People.
  2. You can use the search field in the top right to locate a person.
  3. Review the person's Primary Location.

clipboard_ebd9a6bcaa62ed0a94db28c49136cd669.png

Next, let's look in the Block & Stack (VBS), complete the following:

  1. From the Information panel, click the People icon_person.pngtab. This displays the occupants of the selected team(s).
  2. Click the filter icon_filter.png icon.
  3. In the filter field, enter the team member's name. As you type, the list will filter to display the matching names. 
  4. You will find this person in this team; if the person is in the wrong team, then you will need to move them; learn how to do this in Add, Move, or Remove People in the Fixed or Flexible Teams.

clipboard_e6ffffbfe7233dc6cc4c628bbb9b99d2c.png

Review a Person in a Flexible Team

From Serraview, complete the following:

  1. Navigate to Resources  > People.
  2. You can use the search field in the top right to locate a person.
  3. Review the person's Primary Location.

clipboard_ee630de4bb39a5218339fba6ab602b7a1.png

Next, let's look in the Block & Stack (VBS), complete the following:

  1. From the Information panel, click the People icon_person.pngtab. This displays the occupants of the selected team(s).
  2. Click the filter icon_filter.png icon.
  3. In the filter field, enter the team member's name. As you type, the list will filter to display the matching names. 
  4. You will find this person in this team; if the person is in the wrong team, then you will need to move them; learn how to do this in Add, Move, or Remove People in the Fixed or Flexible Teams.

clipboard_e97449f03276c8041044e0686b90154a3.png