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2. Pre-requisites

Location Config: 

Configure roles by navigating to Settings >> My Organization. Location configuration includes region, section, floor and room.

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  1. Add Region & Bulk Upload: These options are used to add individual regions or add regions in bulk.
  2. List View: To display list of regions configured.
  3. Status: To describe the status of the region. Whether active or inactive.
  4. QR Code Icon: To view the QR code.
  5. Edit: To edit specific region.
  6. Delete: To delete specific region.
  7. Download Icon: To download QR code list with or without image: 

Resource Group Config: 

Configure Resource Group by navigating to Settings >> My Organization >> Resource Groups.

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  1. Add Resource Group: Create a Resources group with location & Agent skill sets parameters. Tag this Resource groups to Agents, so that based on the location that the coordinator selects during WP initiation, Agent's list will auto-populate in the drop-down.
  2. List View: List of Resource groups displayed in the dynamic table with creation date, view icon (to view the details), edit icon (to edit), delete icon (to delete). 

Role Config: 

Configure roles by navigating to Settings >> My Organization.

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  1. Add New Role: To add a new role, click on to this option. Users can define the role name they need & select the role type for that role.
  2. Roles: Display the list of roles configured.
  3. Modules Access: To provide access to specific modules to perform specific actions. Here Permissions can be provided for list view, details view, add, update, delete, import and export.
  4. Edit Permissions: Edit Permissions enables edit functionality on permission access portion. It also provides save & cancel buttons to save changes or cancel changes.
  5. Settings Access: To provide settings access to the specific role. 

Scope Config: 

Configure scope by navigating to Settings >> Work Permit.

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  1. Add Scope: Scopes will be listed in the drop-down menu. Scope drop-down shows the list of skill sets configured in settings. Users can select the scope & click on Add option.
  2. Scopes: Scopes added by Users are shown below the Scope field.
  3. Cancel Icon: To remove the specific scope. 

Vendor Config: 

Configure Vendors from 2 sources. The details are given below.

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  1. Vendor Module: Vendor can be configured by navigating to the module, Vendors >> New Vendor. Key in all the required inputs & save.
  2. Agents Module: Vendor also can be configured from Agent module. Select the “Is Vendor” check box from Agent creation page. The Agent is an application is also considered as a Vendor. 

Workflow Config: 

Configure Workflows related to WP / PTW triggers by navigating to Workflow >> New Workflow.

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  1. New Workflow: To create a new Workflow.
  2. Workflow Name: To display the name of the workflow the User defined.
  3. Module Name: The module selected by the User to build the Workflow. Select Work Permit to create workflow.
  4. Status: To describe the status of the Workflow. Whether active or inactive. The Workflow will trigger only if it is in an active status.
  5. Latest Version: To display the Version number of the Workflow. Latest version of the Workflow will trigger on User action. 

PTW Category Config: 

PTW Category can be configured by navigating to Settings >> Work Permit >> Work Permit Option.

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  1. Add New: To create a new category.
  2. Category: To view the Categories configured.
  3. List View: To display the list of categories configured in settings with related information.
  4. Status: Toggles describe the status of the category. Active & Inactive are the statuses available.
  5. On Site Declaration: To describe on-site declaration for specific PTW category Required or not.
  6. Frequency: To view the frequency for specific category type. Once & daily are the current options available.
  7. On-site Verification: To describe on-site verification for specific PTW category Required or not.
  8. Edit Icon: To edit the specific Category configuration. 

Support Document List Config: 

Support Document List can be configured by navigating to Settings >> Work Permit >> Work Permit Option.

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  1. Add Option: Used to add new Support document name.
  2. List View: To display all Support documents names in a dynamic table.
  3. Mandatory: To describe whether the specific support document upload is mandatory or optional.
  4. Status: If the toggle is enabled, the support document will be visible on Contractor form. If disabled, the specific document will not be displayed.
  5. Edit Icon: To edit specific support document details. 
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