Setting up a Team

Perspective allows you to set up groups of users, called teams. Creating teams allows you to do several things, including setting team targets, completing Team Reviews and sharing documents specific to that team.

Create a Team

The below video shows how to create a team.

If you prefer to read the step-by-step instructions, then read below.

Step-By-Step Instructions

Click on the Settings (cog icon) in your main toolbar and then select Manage Teams.

Then select Create New Team.

Fill out the fields on this page, then click Save. The Team Code is simply a shortened version of the team name that you wish to use.

The team you want your new team to report to should be selected in the Answers To drop-down box. If this team doesn't have a specific parent team, then set this as SLT.

The Answers To box allows you to set up a more detailed structure in your school if you have various hierarchical levels. You can create child teams that report to parent teams. For example, you could create an overall team for the year group but then create sub-teams to represent forms or classes.

If you require the team to create a team development plan, then tick the Team has to complete a Plan box.

If the team will complete a Team Review, tick the Team has to complete a Team Review box.

Once you have saved, the system will then give you the option to add users to the team. You can add a single user or multiple users in one go.

Add a User or multiple Users to a Team

To add just one user, search for their name in the Search Users drop-down box and click the Add button. To add multiple users, click the Add Multiple Users button.

Use the checkboxes to select the users that you want to add to the team and then click Add Selected. 

You can choose a team leader or deputy by checking the Team Leader/Deputy radio button next to the name of the relevant staff member.