2. Pre-requisites

Location Config:   

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

   

 

 

 

 

 Add Region & Bulk Upload: These options are used to add individual regions or add regions in bulk. 

 List View: To display list of regions configured. 

 Status: To describe the status of the region. Whether active or inactive. 

 QR Code Icon: To view the QR code. 

 Edit: To edit specific region. 

 Delete: To delete specific region. 

 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. 

 

 

 

 

 

 Add Resource Group: Create a Resources group with location & Agent skill sets parameters. Tag this Resource groups to Agents, s o that based on the location that the coordinator sele cts during WP initiation, Agent's list will auto-populate in the drop-down. 

 List View: List of Resource groups displayed in the dynamic table with c reation date, view icon (to view the details), edit icon (to edit), delete icon (to dele te ) .   

 

 

 

 

 Role Config:   

 Configure roles by navigating to Settings >> My Organization . 

 

 

 

 

 

 

 Add New Role: To add a new role, click on to this option. Users can defi ne the role name they need & select the role type for that role. 

 Roles: Display the list of roles configured. 

 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. 

 Edit Permissions: Edit Permissions enables edit functionality on permission access portion . It also provides save & cancel butt ons to save changes or cancel changes. 

 Settings Access: To provide settings access to  the specific role.   

 

 

 

 

 Scope Config:   

 Configure scope by navigating to Settings >> Work Permit. 

 

 

 

 

 

 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. 

 Scopes: Scopes added by Users are shown below the Scope field. 

 Cancel Icon: To remove the specific scope.   

 

 

 

 

 Vendor Config:   

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

 

 

 

 

 

 

 Vendor Module: Vendor can be configured by navigating to the module, Vendors >> New Vendor. Key in all the required inputs & save. 

 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. 

 

 

 

 

 

 New Workflow: To create a new Workflow. 

 Workflow Name: To display the name of the workflow the User defined. 

 Module Name: The module selected by the User to build the Workflow. Select Work Permit to create workflow . 

 Status: To describe the status of the Workflow. Whether active or inactive. The Workflow will trigger only if it is in an active status. 

 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 Op tion. 

 

 

 

 

 

 

 Add New: To create a new category. 

 Category: T o view the Categories configured . 

 List View: To display the list of categories configured in settings with related information . 

 Status: Toggles describe the status of the category. Active & Inactive are the status es available. 

 On Site Declaration: To describe on - site declaration for specific PTW category Required or not. 

 Frequency: To view the frequency for specific category type. Once & daily are the current options available. 

 On - site Verification: To describe on-site verification for specific PTW category Required or not. 

 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. 

 

   

 

 

 

 

 Add Option: Used to add new Support document name. 

 List View: To display all Support documents names in a dynamic table. 

 Mandatory: To describe whether the specific support document upload is mandatory or optional. 

 Status: If the toggle is enabled, the support document will be visible on Contractor form. If disabled, the specific document will not be displayed. 

 Edit Icon: To edit specific support document details.