TEAMS Basics

Mandatory fields

The fields that have an asterisk sign beside them cannot be left blank

Calendar Options

The calendar dropdown menu has different options, as shown in the picture above. If you wish to select a specific date-range, select the “Custom Range” option and specify the start and end dates, then click on “Apply“.

Burger Menu

You will see the Burger menu on all the listing screens and on the communication tile.

You will see the Burger menu on other entry screens as well and they will have options other than mentioned above.

Read only fields

The greyed-out fields are populated by the system; you cannot enter any data in these fields.

Date fields

The date fields in TEAMS have to follow the DD/MM/YYYY or DD MMM YYYY format. You can also select the date directly from the calendar.

Important Icons, Buttons and Grids

There are many icons, buttons and grids in the system. Please see this post for information on each important icon, button and grids and what they do.

Report/Screen Filters

Filters, or parameters, can be used to narrow down the data displayed on the screen, or in the reports you generate. While this may sound like grouping, filtering is different because it allows you to qualify data and display only the data that matches the parameters you select.

Report Filter – Group By

All CSV reports have a “Group By” dropdown, which helps you group your reports based on the options that you select from the dropdown menu.

Report Filter – Sort By

On all our csv reports, you will see a Sort by parameter. This will help you to sort your reports in ascending or descending order based on the option that you select from the Sort by dropdown. Choose the suitable option from the dropdown to sort your report

Example: If you have selected Sort by option as Program with Asc radio button, then the system will sort the programs in ascending order in the generated report.

Documents Tile

Every dashboard in TEAMS has a Documents Tile, be it student dashboard or agent dashboard. Documents tile works the same way on every dashboard. Click on the Documents Tile icon to learn more.

Communication Tile

TEAMS has a Communication Tile on every dashboard, be it a student dashboard or agent dashboard. Communication tile works the same way on every dashboard. Click on the icon above to learn more.

Audit Log

It’s vital for every software to keep a record of all the new entries or changes done. Audit log helps to provide records of all the activities that users are doing on a screen. Learn more about Audit Logs from this post.

Dropdowns

TEASMS has dropdowns for fields and filters for reports. Some dropdowns are standardised, while some can be customised. Learn more about dropdowns by clicking on the icon above.

Merge fields

Merge fields are special fields that we use in TEAMS for different MS Word reports, and Email and SMS templates. Click on the icon above to learn more..