Use the Subcodes tab to set up individual subcodes for each level of your
team.
Contents
Grid
Field | Description |
Level
|
Select the
team level for which you are defining subcodes. For example, if you are setting up subcodes for your second level, Disciplines, select 2.
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Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Update
Teams
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After you select a
Status for a subcode row, click
Update Teams to update the selected status for all
teams that use the subcode.
This step is necessary when you change a subcode status from
Active to
Inactive or
Dormant.
If you do not click
Update Teams after this change:
- Any
team combination that uses the subcode remains
Active.
- New employees,
contracts,
vendor/partners, and other records can be assigned to
team combinations that have the subcode.
-
GovWin Capture Management does not allow you to create a new
team with the subcode.
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Insert
|
Click this option to insert a subcode on the Subcodes grid. An empty row is inserted below the current position of the row selector.
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Copy
|
Click this option to copy the current subcode's data. The data is copied in its entirely to the row below. Modify the subcode's information to create a new subcode.
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Delete
|
Select a subcode and click this option to remove the subcode.
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Code
|
Enter a subcode for this level. Do not include spaces.
|
Label
|
Enter a descriptive label for this subcode, using up to 16 characters of free text.
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Status
|
From the drop-down list, select one of the following values:
-
Active — The
team is currently used. This is the default status for all
team subcodes and
team combinations.
-
Inactive — The
team is not currently used and is not available on the list of active
teams that displays on the
team lookup. When you select this option, it removes the
team from the list of active
teams that displays on the
team lookup, but the
team remains in
GovWin Capture Management to report on history.
-
Dormant —
Teams that are dormant are currently not used. You cannot assign new employees,
contracts,
vendor/partners, or other records to these
teams.
This field works in conjunction with the
Update Teams button. If you change a subcode's status from
Active to
Inactive or
Dormant, clicking
Update Teams will update all
teams that use the subcode.
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