Managing Teams on IQnext

Managing Teams on IQnext

How to reach the teams page

  1. Log in to IQnext account.

  2. Go to Settings > General Settings > Organization Details > Teams 


Why teams:

A Team is a group of users organized based on department, function, role, or location to streamline collaboration and task assignments within the platform.
  1. Streamlined Task Assignment: Maintenance tasks or asset responsibilities can be assigned to a team for better coverage and flexibility.
  2. Clear Responsibility Mapping: Teams provide a clear structure for accountability and reporting.
Eg: IQnext provides the feature of creating teams within the organization. This will help organizations who have technicians working on a shift basis or large organizations where there are plenty of technicians, and assigning tasks to a single technician is a tedious task.

You can create two teams, 

1) HVAC Technicians A 

2) HVAC Technicians B, 

And assign tasks to the teams, technicians who are available at that time will be assigned the work order.


Team details are represented in a tabular form, which consists of name, description, team lead and number of members. 



How to create a team?

  1. On the top right corner, click on button. A modal will open displaying the details to be added.

  2. Enter the team name, which perfectly identifies the purpose of the team. 

  3. Enter description of the work. 

  4. Assign team lead from the dropdown. 

  5. Select the buildings/floors for which that particular team has access. 

  6. Enter member names by selecting from the dropdown. 

  7. Click on Save button.



How to modify a team

  1. To edit, view or delete existing teams, on the right side of each row, a button is given. On clicking, the dropdown panel will open.

  2. Select the Edit button to modify any details/ team members/ location access.

  3. Click on the Delete button to permanently remove a team.

  4. Deactivating or removing a user from a team does not affect their other platform-level permissions unless explicitly configured.

  5. If a team owner is removed/ deactivated, a new team owner will not be assigned automatically

 


Assign Tasks or Reso​urces to a Team

  1. While creating or editing items like maintenance tasks, select the relevant team as the assignee.
  2. All team members will be notified, and any member can take ownership or respond as per internal protocol.


Best Practices

  • Create teams that reflect your actual organizational or operational structure.

  • Regularly audit team membership and access permissions to ensure alignment with current responsibilities.

  • Use team-level assignments to ensure coverage during user transitions or absences.


    • Related Articles

    • Managing wings on IQnext

      The IQnext platform essentially converts your physical spaces into virtual ones. Therefore it would be important to understand the “Space Hierarchy” and how the devices in the physical space are structured within the platform. Space Hierarchy Space ...
    • Managing Roles and Permissions

      Log in to IQnext with the Administrator privileges Go to Settings > General Settings > Organization Settings > Roles & Permission. Why Roles and Permissions Roles and permissions are ways to control who can do what in an organization. Roles are ...
    • Managing your buildings on IQnext

      The IQnext platform essentially converts your physical spaces into virtual ones. Therefore it would be important to understand the “Space Hierarchy” and how the devices in the physical space are structured within the platform. Space Hierarchy Space ...
    • Managing your floors on IQnext

      The IQnext platform essentially converts your physical spaces into virtual ones. Therefore it would be important to understand the “Space Hierarchy” and how the devices in the physical space are structured within the platform. Space Hierarchy Space ...
    • Managing IQnext account password

      Access to IQnext is controlled by the login id and password you used during the registration. In case you wish to change the password for security reasons. To configure your password/ change your password: Log in to IQnext with your credentials. ...