Creating operator teams

Use the Teams tab to create operator teams.

Operator teams do not appear in queue filters until they are activated. You can activate the operator team when you create it, or you can create operator teams without activating them. IEE administrators can change operator teams from active to inactive at any time. For more information about activating and deactivating operator teams, see Activating operator teams and Deactivating operator teams.

  1. Go to Meter Data Management > Tools > Queues and Diagnostics > Operator Team Maintenance.

  2. On the Teams tab, click Add. The Team Details pane appears.

  3. In the Team Details pane, enter an ID for this team. The ID is a short name that appears in the IEE user interface. For example, the operator team ID appears in the operator filter in the reading validation queue and the AMI billing export queue.

  4. Enter a Description. Typically, the description provides information about the shared characteristics of the team members. For example, if the operator team consists of queue operators who specialize in troubleshooting problems with estimation in billing export requests, you can enter Billing estimation specialists.

  5. Optional: Select the Active checkbox to make this operator team active. Clear the checkbox if you want to create the operator team without activating it immediately.

  6. Optional: Click Save to save the operator team without adding any members. If you want to add members now, continue with the next step in this procedure.

  7. In the Team Members pane, click Add/Remove Members.

  8. In the Add/Remove Team Members dialog, use the search pane to locate the users you want to add.

    Search by user ID, last name, or first name. Use whole words or partial terms. Use an asterisk (*) to indicate missing characters. For example, 123* finds 123ABC, 1234, and 123. You can use one or more of the fields to create the search query. To further filter the search results, select a Role from the dropdown list. Then click Search.

  9. In the Search Results list, click a user ID to select it. Use SHIFT-Click and CTRL-Click to select multiple user IDs.

  10. Click Add to add the selected user IDs to the Team Members list.

  11. Continue to search for users and add them to the Team Members list until all users are added.

  12. Click OK to save the team membership and return to the operator team maintenance window, or click Cancel to discard changes and return to the operator team maintenance window.

  13. In the Team Details pane on the Teams tab, click Save to create or update the team. Select Cancel to discard changes.