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

Activity

Type

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