Creating a team

A team defines a set of members and a team of managers. You can either use a list to define a static team of users and groups, or you can use a team retrieval service to define a dynamic team. Because any team can be selected to be the managers of another team, you can flexibly define the management structure or your organization.

About this task

Teams represent groups of users in your enterprise, and are used to assign activities to users.

Procedure

In the Designer view, click the plus sign next to Processes and select Team from the list of components.
In the New Team window, enter a name for the team and click Finish.

IBM® Business Process Manager Designer displays the properties for the team. Supply the requested information.

Table 1. Input required for the team properties
Window area	Field or link	Description
Common	Name	This field displays the name that you provided in step 2.
	Documentation	Optionally provide a description of the team in this field.
	Specify Team Using Service	If you want to use a team retrieval service to dynamically determine the members of a team, select this option. When this option is selected, the Team Retrieval Service section is displayed. Because the team retrieval service returns the team members and team managers, when this option is selected, the Members and Managers sections for defining a static team are hidden. If you select and clear this option, the static selections are remembered until you close the team editor.
Team Retrieval Service	New	To define a new team retrieval service, click New. See Setting up a team retrieval service to learn how to set up a team retrieval service.
	Select	To select an existing team retrieval service, click Select. If the service you selected has extra input parameters that must be mapped, the Input Mapping section is displayed with one field for each parameter that you must map onto appropriate environment variables or literals, such as `tw.env.claimValue` or `32`.
Simulation Properties	Capacity	Choose either Use Provider Users or Use Estimated Capacity. If you select Use Provider Users, the capacity is determined by the number of users in the team. If you choose to estimate, provide the maximum number of users that this team can include.
	Availability	For simulation purposes, specify the percentage of working hours that are available to complete IBM BPM tasks for this team.
	Efficiency	For simulation purposes, specify the efficiency percentage of this team.
	Cost per Hour	For simulation purposes, provide the cost (in dollars and cents) to your organization for each hour of work that is carried out by this team.
Members	Select	Click the list to choose how you want to define the members of this team. You can choose Standard Members, Using Expression (Deprecated), or System (Deprecated). The choice that you make determines the information that is required.
	Standard Members	If you select Standard Members, the Managers section is displayed. Click Add user to add existing users and click Add group to add existing groups. Do not specify any managers here unless they also act as standard team members. Note: When you add users and groups, you can type in part of the name of the account that you want and IBM BPM displays all users or groups that match. Tip: To prevent problems occurring when there is a large number of users in the system, IBM BPM ignores the `tw_allusers` user group for task reassignment. For task reassignments, add individual users or other groups instead of using `tw_allusers`.
	Using Expression (Deprecated)	If you select Using Expression (Deprecated), the Managers section is hidden. First, establish whether you want to select members that are based on a match with any or all rules that you define. Then, use the sentence editor to establish the rule or rules that you want. See Defining Team rules (deprecated) to learn how to define rules. If no users match the expression, the resulting team is empty.
	System (Deprecated)	If you select System (Deprecated), the Managers section is hidden.
Managers	Managers Team	You can either click Select to select an existing team of managers for this team or click New to define a new team of managers for this team. You cannot specify a list of managers individually here, you must specify a team of managers. This field is not displayed for member selection options that are deprecated. Important: The team of managers that you select here determines who can use the Team Performance dashboard in Process Portal to manage this team and its tasks.

Click Save in the main toolbar.