How to Configure Teams

Quick Answer

Go to Settings → System Settings → Configure Teams to create teams, add members from the Available Staff list, and assign inventory category and action permissions.

What Problem Does This Solve?

You need to organize staff into clinical or administrative teams (e.g., Pharmacy, OPD, MCH), assign team members, and control which teams can access specific inventory categories and perform actions like dispensing or purchasing.

Whats The Purpose of Team Creation in CCMS?

1. To assign & organize patient record restriction
2. To assign specific protocol and task for certain clinical workflow
3. For analytical and reporting purposes

Before You Start

Prerequisites

• Administrator or System Configuration role
• A planned team structure (team names, parent teams, specialties)
• The staff list ready for assignment
• Understanding of which inventory categories each team should access

Step-by-Step Instructions

1

Navigate to Configure Teams

Access the team management interface

1. Go to Settings → System Settings → Configure Teams.
2. The interface path is: Settings → System Settings → Staff & Organisation Setup → Configuration → Configure Teams.
3. The team configuration screen displays existing teams and options to create new ones.

Navigation Shortcut

Use the search bar and type "Configure Teams" to jump directly to the module if it is pinned to your favourites.

2

Create a New Team

Define the team name, parent team, and specialty

1. Click New Team.
2. Enter the Team name (e.g., "Pharmacy", "OPD Nursing", "MCH Unit").
3. Select the Parent team from the drop-down (if applicable).
4. Define the Specialty associated with the team.
5. Click Save to create the team.

Parent Teams

Parent teams are used for organisational hierarchy. Child teams inherit some settings but can have their own members and permissions.

3

Add Team Members

Assign staff from the Available Staff list

1. Select the team you just created.
2. Click Edit Members.
3. From the Available Staff list, select the staff members you want to add.
4. Move them to the Team Members list.
5. Click Save to confirm the assignments.

Important

Do not add team members to parent teams. Parent teams should only define organisational hierarchy. Assign staff to the specific child teams they work in.

4

Set Inventory Category Access

Control which teams can process specific inventory types

1. Navigate to the Inventory Permissions screen.
2. Go to the Category tab.
3. Select an inventory category (e.g., "Drug", "Medical Supplies", "Vaccines").
4. From Available teams, select the team that should access this category.
5. Move the team to Teams that can process this category.
6. Repeat for all relevant categories.

Example

Only the Pharmacy team should be able to process Drug related transactions. Restricting access prevents non-pharmacy staff from accidentally dispensing or adjusting medication stock.

5

Assign Action Permissions

Define what actions each team member can perform

1. In the Inventory Permissions screen, go to the Actions tab.
2. Select the staff member or team you want to configure.
3. Tick the permissions they require:
   • Create Adjustment (under Basic Management)
   • Purchasing
   • Dispensing
4. Click Save to apply the permissions.

Principle of Least Privilege

Only grant permissions that are essential for the staff member's role. For example, tick Dispensing only for qualified pharmacy staff.