Need to add or remove members from a TeamScan? Follow these quick steps!
Teams are dynamic! PDPworks is designed to flex and adapt just as your teams may change with members and you resurvey to see the latest trends and statistics. So rather than create a new TeamScan each time the member makeup changes on a team, use the edit feature to add and remove team members.
Steps to edit the members in a TeamScan
- Click View > TeamScan. Enter the name of the team to edit in the Search bar. Once the team is found, click the Edit Members link on the far right of the row.
Only need to edit the name of the team on a TeamScan report? Go to How to Edit Name of a TeamScan article.
- To add members, click the Add Member button to open the Add Members panel. Use the search, filter and sort icons to find the new member(s) to add. Once found, check the select box, then click the Add button.
- To remove members from the team, check the box next to the member name (for larger teams, use the Search field to narrow down listing of members) and click the Remove selected action button.
- Once all new members are added and/or members are removed, click the Save button or click the Save & View button to see the edited team's behavioral makeup.