Concepts

Tasks

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Assigning an Asset Activity Report Team

You can assign an author and report team to an asset activity report. Team members can be employees and/or consultants.

This topic describes how to assign an author and team members to an asset activity report.

To Assign an Asset Activity Report Team

1.	Open the asset activity report to which you want to assign a team.

2.	Make sure that editing is enabled.

3.	On the Properties view, select the Team tab.

4.	Click New to add a report team member to the report. The team member Properties dialog appears.

5.	Complete the following information:

Setting Name

Description

Type	If the team member you are adding does not have an APM employee record, select Consultant and provide the member’s name, job title, and company or department. If the team member is also an employee, select Employee and browse or select the employee from the list.

6.	Click OK. The report team member is added to the list.

7.	Repeat steps 4 to 6 for each team member you want to include in the report.

8.	By default, the Report author is the employee who created the report. If you want to change the author, select a different team member from the list.

9.	To remove a team member from the list, right-click the team member in the list and select Delete. A confirmation message appears. Click Yes to remove the member from the team.