LOPA Team Composition Tab

Here you can specify the Start Date and End Date for your LOPA (Meeting details) and the Team Composition. You can also document the times when the Participants worked on the LOPA, via an attendance register.

The Team Composition is required before the LOPA can be Approved.

Take note that when you put a LOPA back into Draft, you in effect create a new version, and therefore will need fill in the Team Composition again. In this case it is possible to Copy the Team Composition from the previously Approved version.

Meeting Details

By default, the Start Date will be set at the day the LOPA was created in IMS and the End Date will be seven days later.

To Edit the Meeting details:

• Click Edit.
• Change the data.
• Click Save when done.

Team Composition

Adding Participants

To add Participants:

• If an older revision of the LOPA exists, and if desired, you can copy the Team Composition from there to the new LOPA; or

Click the “Team Composition” button to copy the Participants from the previous revision. 

• Click +.
  Click + to add Participants. 
• Select the desired Participant from the list:
  • You can use the search functionality; or
  • Click on a desired column to order the list according to that column, e.g., click on First Names to show them alphabetically; or click (twice) on Facilitator to show all Participants, with Facilitator checked, first in the list.
  • Click the “Add user button” next to the Participants.
  • You can now edit the Team Composition further (e.g., make a Participant a Facilitator or change his Role type (to e.g., “Fulltime”). The changes you make to this copy of the Participant will only apply to this LOPA.
  • Click OK.

Creating new Participants

To create a new Participant:

• Click + in the Team Composition section above..
• Click + again to create a New Participant.

Click + to create a new Participant. 

• Enter the Participant details in the pop-up. Note: Here you can also specify if the Participant is a Facilitator and select a Role type (Fulltime/Parttime/Observer).
• Click Save.
• The new Participant will be added to the participant list.

Filling in the attendance register

To fill in the attendance register:

• All Participants that you selected for the Team Composition will automatically be added to the attendance register.
• Use the Weekends button to hide or show or hide the weekends.
• Use the “Show per Week” arrows to jump to a next or previous week, if your LOPA spans over more than one week.

Use the “Show per Week” arrows to jump to next or previous week. 

• Enter the appropriate hours for each Participant. For the those with a “Fulltime” Role type, the hours will be filled in automatically.
• Click the Save button.Save your entries. 
• Click the Cancel button to revert to the previous values.

Exporting the attendance register

To export the attendance register:

• Click on the Export button.
  Use the export button to export the attendance register to Excel.