Configuration Concepts and
Dependencies
FieldTeqParticipant Registration
Process Roles
Application
Administrator
1
Create Internal
Account
2
Create FieldTeq
Account
Participant
3
Login
4
Register Details
5
** Lodge
6
Dive Officer
Project Manager
Review Details &
Qualifications
** Accept
7
Co-Ordinator
Check Review
Assign Method
Ratings
** Approve
Assign menu
security access
Assign workflow
approval ratings
Assign Qualified
People to Plans
System Configuration /
Project Operations Roles
Systems
Administrator
Application
Administrator
Co-Ordinator
Dive Officer
Project Manager
1
User Account
Workflow Roles
Create Project
2
Activity Types
Required Activity
Methods
3
Activity Methods
Shared Sites
Create Site Info
4
SOU Personnel
Types
Template Risks
Define Risks
5
Qualification
Types
Qualifications
and Licenses
6
Activity Roles
Assets
Create Activity
Plans
Required Asset
Types
7
Personnel
Propert yGroups
Admin Personnel
& Expiry Details
Assign Qualified
Personnel
Lodge and
Approve
Review / Accept
Dive Personnel
8
Select From
Project Methods
9
Create Day Plans
10
Lodge Plans
Create Post
Activity Records
Record Incidents
Approve Activity
Plans
Project to Activity Plan
Dependencies
Project
1
Create Project
2
Select Project
Typoe
3
Selected Activity
Methods
Activity Plan
5
7
Create Day Plans
8
10
Co-Ordinator Roles
Required Activity
Methods
Limits Activity
Types
Method Approval
Ratings
DEFINES Activity
Roles
Method Approval
Ratings
Qualification
Types
6
9
Participant Roles
Create Activity
Plans
Select From
Project Methods
4
Methods
Assign Qualified
Personnel
Lodge Plans
Approve Activity
Plans
Create Post
Activity Records
Projects and Activity Plans Map
Project
Header Details
Project RISK
Assessment
Project Types
Project Typed
Dynamic Propertis
Inherits Project Type
Risks
Site Locations
Assign SHARED SITES
Create Sub-Sites
Project Admin
Organiisation Unit
Security
Project Supervisor
and approval details
Project Type Risks
Site location Risks
Inherits SITE RISKS
Descrioptive Site
Dynamic Properties
Activity Type Risks
Method Risks
Additions to
Template Riisk
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 Plans
Post Activity Records
/ Session Details
Dive Logs
Incidents
Project
A Selected
ACTIVITY TYPE
Project Activity
Plans Definition
Each ACTIVITY PLAN
Personnel / Registered Participant Map
Personnel Screen
Display Rules
SOU - Selected
Statement Of
Understanding
Quick Registration,
Acceptance and
Inductance Rules
Filters Typed Medical
Screen Fields (dynamic
properties)
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
Assign Admin /
Coordinator dates and
details
Defines a Group of
ACTIVITY TYPES
Registered
Define Eligibility for
ACTIVITY TYPE ROLES
Registered
QUALIFICATIONS
Recommended by
ACTIVITY ROLES
Select METHODS
filtered by SOU activity
types
Assigned Method
Approval ratings
REGISTER Personal
Details
Experience
Medical
Attachments / Other
USER ACCOUNT
Assign Security and
Workflow Approval
Roles
Defines Supervisor, CoOrdinator 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
Person
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 coordinator 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
Activity
Type
Activity Type
Methods
Project
Admin
Supervisors and Org Units
Select Project
Activity
Types
Select Project
Methods
Limited by
Activity Types
Project Activity Plans
Project Activity Types Limit
available Activity Types
for Activity Plan
Activity Plan selects
METHODS
From Activity Type