FIELD·TEQ™Overview

Version 2.0

ContentsIntroduction..........................................................................................................................................................3

FIELD.TEQ users.................................................................................................................................................4

Using FIELD·TEQ.............................................................................................................................................4

FIELD·TEQ Projects............................................................................................................................................6

FIELD·TEQ Activity Plans....................................................................................................................................6

Introduction..........................................................................................................................................................5

FIELD.TEQ users.................................................................................................................................................6

Using FIELD·TEQ.............................................................................................................................................6

FIELD·TEQ Projects............................................................................................................................................8

FIELD·TEQ Activity Plans....................................................................................................................................8

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IntroductionFIELD.TEQ is an application for planning, managing, recording and reporting on field trips or similar off-site activities where Occupational Health and Safety (OHS) compliance or similar regulation is required.

Figure 1 FIELD·TEQ User Dashboard

FIELD.TEQ has been developed for organisations that have off-site activities and must monitor the planning, personnel, tasks and qualifications for OHS compliance.

FIELD.TEQ enables each organisation to configure:

Organisational procedures for managing and reviewing risks.

Organisational requirements for role qualifications and training.

Project and activity plan approvals and approval processes.

Post activity and incident recording.

The defaultFIELD.TEQ configuration used in this guide is based around diving trips as diving is highly regulated. This default is a specific implementation of a more generic process where subject matter experts (such as height safety supervisors, shot firers, geologists, dive officers) must provide oversight and approval of activities, participants and tasks intended for an off-site activity or field trip.

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For example a dive trip requires the following reviews:

Personnel:

o Qualifications and suitability.

Activities:

o Depth, frequency and type of dives.

Risk analysis and minimisation:

o Of known hazards associated with particular dive types and depths.

Assets and dive gear:

o Service records and fault reports.

As can be seen from the brief outline for diving, many other activities have similar, if less stringent requirements where suitable personnel must be chosen to perform designated activities using appropriate tools and techniques.

FIELD.TEQ usersFIELD·TEQ provides for users to have a range of roles that are modelled on typical workflows associated with off-site activities.

Users have been categorised into the following groups and a quick start guide has been developed for each group:

Participants—any person that can be included in an off-site activity. This group may include people that are not FIELD·TEQ users. These users should read the FIELD·TEQ Participants Quick Start Guide.

Organisers—users that organise or coordinate off-site activities or projects such as project leaders and activity coordinators. These users should read the FIELD·TEQ Organisers Quick Start Guide.

Approvers—users that review a project, activity plan or personal registration. These users can be task or activity technical experts such as dive officers or overall OHS reviewers such as project supervisors. These users should read the FIELD·TEQ Approvers Quick Start Guide.

Administrators—users that manage FIELD·TEQ project settings, personnel and assets to ensure that suitable information is available for Participants, Organisers and Approvers. These users should read the FIELD·TEQ Administrators Quick Start Guide.

System Administrators—users that manage FIELD.TEQ settings, types and configuration to ensure that FIELD·TEQ meets the organisational requirements. These users should read the FIELD·TEQ System Administrators Quick Start Guide.

Using FIELD·TEQ

Users log in to FIELD·TEQ to create a user and personal registration, an example of a user dashboard immediately after log in is shown in Figure 2.

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Figure 2 User’s dashboard before registration approval

Before users can participate in an off-site activity they must complete and lodge their personal registration form. The personal registration form lists personal information, a Statement of Understanding and important information such as qualifications and medical conditions that are used to assess a user’s suitability for activity roles.

A Statement of Understanding is central to a participant’s role because the Statement of Understanding defines what tasks and methods a participant can perform and the qualifications required for role approval. The Statement of Understanding must be accepted by the participant before their personal registration can be lodged.

After lodgement the registration is reviewed and approved for user participation in suitable roles. Approval automatically enables access to FIELD.TEQ functionality required for the approved roles, an example is shown in Figure 3.

Figure 3 User’s dashboard after registration approval

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Once approved FIELD.TEQ automatically monitors qualifications for currency, sending system notifications and emails as an expiry date approaches.

FIELD·TEQ ProjectsFIELD.TEQ uses projects to centralise all the information associated with a series of off-site activities. A project can be as small as a single field trip carried out by a single person through to a large research project that spans years with a multi-million dollar budget and commensurate activities and personnel.

Projects define the location and type of activities to be undertaken with their associated risk profiles. This information is used to approve the project using a multi-path workflow, where the workflow path depends on the selected project activities. The project workflow paths are shown in Figure 4.

Figure 4 Project workflow

Once a project is approved the project activity plans can be lodged.

FIELD·TEQ Activity PlansAn activity plan is associated with a project and is used to plan and manage an off-site activity such as a diving trip. Activity plans are created by the activity coordinator and can be created immediately after a project has been created, however the activity plan cannot be lodged until the project has been approved.

Activity plans comprise information about what is planned, who will be associated with the activity and what assets will be required. An example is shown in Figure 5.

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Figure 5 Activity Plan Details

FIELD·TEQ has extensive help available from the Help link in the top right corner of every page, the link is highlighted in Figure 5.

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