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Configuration Concepts and Dependencies. FieldTeqParticipant Registration Process Roles. Application Administrator. Participant. Dive Officer. Co-Ordinator. Project Manager. Create Internal Account. 1. Create FieldTeq Account. 2. Login. 3. Register Details. 4. ** Lodge. - PowerPoint PPT Presentation
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Configuration Concepts and Dependencies
Create Internal Account
Create FieldTeq Account
Login
Review Details & Qualifications
Check Review
** Approve Assign Qualified People to Plans
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Application Administrator
Participant Dive Officer Co-Ordinator Project Manager
FieldTeqParticipant Registration Process Roles
Register Details
** Accept
** Lodge
Assign Method Ratings
Assign menu security access
Assign workflow approval ratings
Activity Types
Activity Methods
Assets Create Activity Plans
Create Day Plans
Create Post Activity Records
Create Project
Record Incidents
Define Risks
Create Site Info
Lodge and Approve
Required Asset Types
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Systems Administrator
Application Administrator
Co-Ordinator Dive Officer Project Manager
System Configuration / Project Operations Roles
SOU Personnel Types
Lodge Plans Approve Activity Plans
Qualifications and Licenses
Shared Sites
Template Risks
Admin Personnel & Expiry Details
Qualification Types
Activity Roles
Assign Qualified Personnel
User Account Workflow Roles
Required Activity Methods
Review / Accept Dive Personnel
Personnel Propert yGroups
Select From Project Methods
Selected Activity Methods
Create Activity Plans
Create Day Plans
Create Post Activity Records
Create Project1
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Project Activity Plan Methods Participant Roles Co-Ordinator Roles
Project to Activity Plan Dependencies
Lodge Plans
Approve Activity Plans
Method Approval Ratings
Qualification Types
DEFINES Activity Roles
Assign Qualified Personnel
Select Project Typoe
Required Activity Methods
Select From Project Methods
Method Approval Ratings
Limits Activity Types
Projects and Activity Plans Map
Project
ProjectHeader Details
Project Types Project Typed Dynamic Propertis
Inherits Project Type Risks
Site Locations Assign SHARED SITES Create Sub-Sites Inherits SITE RISKS Descrioptive Site Dynamic Properties
Project Admin Organiisation Unit Security
Project Supervisor and approval details
Project RISK Assessment Project Type Risks Site location Risks Activity Type Risks Method Risks Additions to
Template Riisk
Project ActivityPlans Definition
Each ACTIVITY PLAN
A Selected ACTIVITY TYPE
Allowed ACTIVITY TYPE ROLES
Required Qualifications Required Methods
Restricts/ Selects METHIODS
Inherits Activity Type Risks
Activity Typed Dynamic Properties
Various screens
Assign Resources to Plan Assets / Equipment Selected Personnel AP ROLES Select
Eligible Participants
Trips/Day PlansPost Activity
Records / Session Details
Dive Logs Incidents
Personnel / Registered Participant Map
RegisteredPerson
SOU - Selected Statement Of
Understanding
Personnel Screen Display Rules
Quick Registration, Acceptance and
Inductance Rules
Filters Typed Medical Screen Fields (dynamic
properties)
Defines a Group of ACTIVITY TYPES
Filters Potential METHODS List
Each METHOD selects PROPERTY GROUP
Filters Typed Experience Fields
Filters Potential ACTIVITY ROLES
ROLES Have Required Qualification Types
ROLES Require METHOD/TASK
Approval Ratings
Define Eligibility for ACTIVITY TYPE ROLES
Registered QUALIFICATIONS
Recommended by ACTIVITY ROLES
Select METHODS filtered by SOU activity
types
Assigned Method Approval ratings
Assign Admin / Coordinator dates and
details
REGISTER Personal Details Experience Medical Attachments / Other
USER ACCOUNTAssign Security and Workflow Approval
Roles
Defines Supervisor, Co-Ordinator Approvals
Defines Menu Page Access
ORGANISATIONAL UNIT Defines Availaibility Visibility to other users
Security to View Projects and Plans
Security View Available People and Resources
Rules for Coordinator Notification/Escalation
Roles Configuration Sequence
• METHOD - System > Activity >Method
• Create Method Name, Approval Ratings for Participants and Coordinator
• ROLE - System > Activity > Role• Create Role Name• Role - Details -• Required Qualification Types
to participate, to coordinate?• Required Method Task
Approvals• ACTIVITY TYPE- select then• Activity Type > Method -
add/change new method• Activity Type > Roles• Personnel Tab - Should show
all available roles to select peoplr against
• SOU Statement of Understanding• Actiivity type of
Role must be in SOUs of both Participant and Co-ordinator
Use of Roles in Plans
• Project Plan• must have activity type used
by roles• Activity Plan• Activity Type• Activity Plan must include
Activity type to see role• Methods• must have
required methods of role to see
Personnel Use of Roles (to be qualified for selection)
• Co-Ordinator Registration (preparing Activity Plan)• SOU must include required
activity type(s)• Assign method of role wiith co-
ordinator rating• Add Qualifications required by
role• Participant Registration (to be
eligible to be assigned to a role in an activity plan)• SOU must inclide required
activity type(s)• Assign Method and required
approval rating• Assign required qualifications
Statement of Understanding = Collection of -> Activity Types
SOU
ActivityType
Activity Type Methods
ProjectAdmin
Supervisors and Org Units
Select Project ActivityTypes
Select ProjectMethods
Limited byActivity Types
Project Activity Plans
Project Activity Types Limit available Activity Types
for Activity Plan
Activity Plan selects METHODS
From Activity Type
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