Membership Fed Logo in „Master“: View/Master/Slide Master
Training Standards Process
draft from Valérie
The aim of the exercise is to understand through the
actual process, what we expect from a web admin
system and how to make it complementary to or
replace the teamworkpm
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Membership Fed Logo in „Master“: View/Master/Slide Master
Registration/
Application /
re-validation
Certificate
/ Label ?
YES:
validation
for 5
years
Assessment
Registration/
application
Report
validator
for
validation
Reply to
applicant
Invoicing
and
payment of
visit
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Acknowledg
ment
Completion
application
Induction
Visit
Validation
visit
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Membership Fed Logo in „Master“: View/Master/Slide Master
Training Standards Process
Step
Description/Comments
Who
1: Registration (first time)
Form on web
Goes to
training@theu
iaa.org
Steve
manages
2: Acknowledgement
Automatic form once registration is
submitted from website
VT prepares
content,
reviewed by
steve and
made by Alex
3. Reply to registration
Send password to access personal
account
Send registration fee (includes induction
fee?)
Send agreement
TS
administrator
to follow
4. Applicant pays and send
docs
Date limit ?
TS
administrator
to follow
5. Acknowledgment
Official registration (access to all online
system DMS for example)
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to
How recipient informs?
Visible on teamworkpm?
If not, in adminsyst
Need to create invoice
template. System of follow-up
of invoices
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Membership Fed Logo in „Master“: View/Master/Slide Master
Training Standards Process
Step (validation
phase)
Description/Comments
Who
6: Application for validation
(member already registered
and applies for a scheme)
Form on web needs to be completed and
updated.
It should include also re-validation
application
Goes to
training@theu
iaa.org
Steve
manages
7: Acknowledgement
Automatic form once application is
submitted from website
VT prepares
content,
reviewed by
steve and
made by Alex
8: Assessment of application
Steve designates a validator to assess?
9: Invoicing
Invoice sent from webadmin by office
10: Completion application
All docs received by the Office/Steve ?
11: Validation visit
Validator convenes a visit
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to
How recipient informs?
Visible on teamworkpm?
If not, in adminsyst
Duration? How the office is
informed? Through web?
TS
Administrator
archive them in the DB?
Who is
informed?
Can we see it in a calendar?
Could we have a system
showing the progress of each
application ?
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Membership Fed Logo in „Master“: View/Master/Slide Master
Training Standards Process
Step
Description/Comments
12: Invoicing and payment
visit
Invoice sent from webadmin
Who
to
13. Payment is made
14: Report validator about
validation
Validator makes a report. Do we have a
template? Where the reports are stored?
15: yes: certificate sent (logo
sent?)
Certificate should be sent from webadmin
system. Check templates
Is there a TS logo ?
16: validity for 5 years
Follow validity period in the websystem
Automatic message at 54 months ?
Possible?
17: re-application or
termination
Re-application should be by submitting
through the online application page
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VT, Steve,
Alex
How system keeps data
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Membership Fed Logo in „Master“: View/Master/Slide Master
Feedback Steve
Teamwork significant limitation: internal communication within sub-groups of a team. So unless
or until every member federation is added to its "people" list they can't interact with it- however
you can forward any email to a team by forwarding it to a special email address provided by
Teamwork PM.
So I guess we could do that also with enquiries from non-members as well. However I would
prefer it if the UIAA website's underlying database provided these functions as well.
TeamworPM positive point: all communication is stored online and easily searched and
categorised. To keep absolutly in the UIAA admin system!
emails get forwarded by hand from the officer to training@theuiaa.org (best) or trainingstandards@ytheuiaa.org(less good because easy to mis-spell). Need to have ONE address
on UIAA
The most pressing things for the database to provide are as follows:
Form for enquiries. Enquiries form on UIAA web page
Automatic response + forwarding.
Form for orders for services (to clarify?)
Automated invoicing linked to action note when payments are made
Database of training officer for every federation so that group emails can be sent
Event organisation system (milestones, tasks etc)
Links to Other commissions' information so that we can disseminate the latest advice on best
practice to trainers worldwide.
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Membership Fed Logo in „Master“: View/Master/Slide Master
Training Standards Process
Next steps:
In the data base we need:
A part for federations
Where all information regarding federation (including emails, data, certificates) is stored
An internal part
For the panel to communicate, file its reports etc..
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