Seat terms are used when a person's time on a team doesn't align with the team's own start and end date. Use seat terms when people may drop on and off of a team at staggered intervals.
What is a seat? What is a seat term?
Think of the team as a table. A seat represents someone's time in a particular position at that table. Things like their position and status (picked, accepted, invited) are all tied to a seat. So are the answers to tracked fields, evaluations, and team forms.
By default, Lineup assumes that people start when the team starts and end when the team ends. They have a single seat on that team.
Sometimes, though, it's important to capture the exact timing of a person on a team. This is where the seat terms come in. If someone changes positions, for example, you can end their current seat term and create a new one with the new position.
Adding and editing seat start and end dates
To add or edit a seat, click on the person who you'd like to edit. On the sidebar, where it lists their position and the position status, click on the context menu (the three vertical dots on the right side). There, you'll see a new option to "Edit Seat." Select this option.
Once selected, a new popup window will open that allows you to edit various things about this particular seat.
Here, you can change the position or the status, and also update the Start and End Date of the team. By default, the start and end dates are set to be the same as the start and end dates of the team. If the team doesn't have a start or end date, then neither does the seat.
If you'd like add a start or end date to this seat that is different than the team's, select from that dropdown menu: "Specific Date."
Once you're happy, select "Update" and the new dates will be applied.
Seat Term Rules
Seat terms follow a certain set of validation rules.
- A seat's start date must be before the end date (or the same date).
- A seat's end date must be after the start date (or the same).
- A seat CAN have an end date without a start date, and vice versa.
- If the team has a start date, then the seat's start date cannot be before it.
- If the team has an end date, then the seat's end date cannot be after it.
- If a person has multiple seat terms on a single team, then they cannot overlap.
- This means that a person cannot have two terms without start/end dates. If you want to add a new seat term to a person, then you must first give the current seat term an end.
- This will be more obvious when looking at the seat history view (see below).
When someone has multiple seat terms on a single team, a small number will appear on the position details in the sidebar.
Clicking on this number will bring up the Seat History of the person. The Seat History will show a list of all the existing seat terms that person has on the team. The list is ordered in reverse chronological order (so from future to past), and will include the team start and end dates (if the team has them).
You can edit any of these seats by clicking on the context menu (three vertical dots on the left side of each seat).
You can also add a new seat by clicking the button at the top of the list: "Add New Seat."