After learners have been added to your experience and puts into teams, you will be able to manage those teams and track their activity as they complete projects.
Aside from following a team's progress and conducting general oversight, you will also be able to continue to administrate the team as needed with adding or removing members, modifying the team's state, and more.
See the full guide here on how to get your learners into your experience and on to teams.
General
Activity
Every team within your experience will have it's activity tracked and and visible to you as the experience administrator. You can easily view:
When a team has started a project
Milestone progress along with submitted materials
Surveys that have been completed on a per team member basis
The final submission made
Agreements signed by team members
Work log hours tracked
Payments issued
Feedback the team has received and authored
States
Every team has a state assigned to it which displays their progress for the project.
Active - The team is actively completing the project and can continue to submit milestones, surveys, etc.
This is the default state for all teams.
Teams in the active state count towards usage limits set by the experience
Completed - The team has completed the project by making a final submission.
A team will automatically be transitioned to completed once a final submission is made.
Teams in the completed state count towards usage limits set by the experience
Teams in the completed state cannot have their state changed
Inactive - The team has not made progress on the project with respect to the timeline. Teams in this state can still make progress by completing any item in their team's timeline.
A team will automatically be transitioned to inactive if the experience has non-binding deadlines set and the team misses the project start date.
A team will automatically be transitioned to inactive if the experience has non-binding deadlines set and the team misses the project end date.
A team without any members will automatically be switched to inactive
A team will automatically be transitioned to active from inactive if it takes any action in its timeline.
Teams in the inactive state count towards usage limits set by the experience
Incomplete - The team can no longer make any progress on the project due to missing a deadline for the project.
A team will automatically be transitioned to incomplete if the experience has binding deadlines set and the team misses the project start date.
A team will automatically be transitioned to incomplete if the experience has binding deadlines set and the team misses the project end date.
Teams in the incomplete state count towards usage limits set by the experience
Cancelled - The team can no longer make any progress on the project because the team, employers, or yourself have decided to cancel the team.
A team can only be manually changed to cancelled by the experience administrators.
Teams in the cancelled state do not count towards usage limits set by the experience
Teams in the cancelled state cannot have their state changed
As an experience administrator, you can manage the state of a team and move them between states as needed.
How to
View all teams
To view all teams in an experience:
Navigate to your experience and click the "Learners" tab
Click the "Teams" tab.
View a team
To view a specific team in an experience:
Navigate to your experience and click the "Learners" tab
Click the "Teams" tab.
Click the team you want to view
View a team member
To view a member of a team along with their activity within the team:
Navigate to your experience and click the "Learners" tab
Click the "Teams" tab.
Find and click the team
Click the "Members" tab
Click the member you want to view
Create a note on a team
To create a note on a team:
Navigate to your experience and click the "Learners" tab
Click the "Teams" tab.
Find and click the team
Click the "Notes" tab
Click "Add note"
Write your notes and click "Submit" to save
Any notes left on a team are only visible to other experience members who have the "Teams" permission.
Change a team's state
If you want to manually change and set a team's state:
Navigate to your experience and click the "Learners" tab
Click the "Teams" tab.
Find and click the team
Click the "Settings" tab
In the "Team" tab under the "General" settings scroll to find the state transition you want and click the associated button.
Note that certain states cannot be transitioned to and from depending on the team's current state. You will only see buttons for applicable state transitions.
Delete a team
If you want to delete:
Navigate to your experience and click the "Learners" tab
Click the "Teams" tab.
Find and click the team
Click the "Settings" tab
In the "Team" tab under the "General" click the "Delete team" button
A team cannot be deleted if it has any of the following: payments, a final submission, feedback.