notifications system user manual - fpos · specialist ar add a spec r. r manua, 2011 ds are simila...
TRANSCRIPT
Notifications System User Manual – Forest Practices Officers
September 2011
Please note: This manual is still a ‘work in progress. If you find inconsistencies, mistakes or simply need a matter clarified, please let the FPA know by e‐mailing [email protected]
Notifications System User Manual – FPOs
Author B Walker – Version 3.0 22nd Sep, 2011 Trim 2011/75839 2
Definitions The following terms are used within the Footprints system and this document:‐
Administrator – the FPA staff member or contractor who is the Notifications System administrator ‐ currently Daniel Livingston or Bernard Walker
Agent – An FPA staff member. For example a Specialist or Admin staff person.
Assignee – the FPA staff members assigned to deal with a notification
Customer – Anyone external (e.g. FPOs) submitting a notification. These users are setup in the Notification system by an Administrator. Customers are also called “Notifiers” in this documentation
Footprints – this refers to Numarra Footprints, which is the software on which the notifications system is based.
Notification – The notification cover sheet along with associated electronic documents such as evaluation sheets, maps etc.
Team – a group of FPA specialists who work in the same discipline eg. Biodiversity team, earth sciences team, etc
Background The Notifications System encompasses the following elements:‐
• The receipt of notifications from authorised Customers. This includes the receipt of data and documents that will allow evaluation and reporting.
• A full, date & time stamped record of the communication between a Customer and an Agent leading to the resolution of the notification. The system replaces current email and paper mail correspondence.
• A “container” to safely store the electronic documents produced for a notification. For example, evaluation sheets and maps. All authorised FPA staff can access all notifications.
• A database that can be used to report statistics such as number of notifications completed per time period.
• Data that can be linked to a GIS or other database orientated systems.
Using the System The system can be accessed from anywhere you have an internet connection. It should work in any modern web browser but only Windows Explorer and Firefox have been tested.
Publicly accessible secure web site (authorised users only): https://notifications.dier.tas.gov.au
The system email address is: [email protected]
When you go to the web address above you will see a standard login screen. If you are an existing Coverpage user, we will supply you with a User ID and initial password by e‐mail .
Notific
Author B W
If not, yrequest
ConfigAfter log
PrefereYou hav
• •
You nee
Search
You can string wfield at a
Help (Standardconceptcustomi
cations Sy
Walker – Versio
your User ID form (can be
guring thegging in you
ences (Mene the ability
Your passwo
Various othe
ed to save an
(Top midd
choose to seithin any of ta time, choo
(Menu topd Footprints s associatedsation of the
ystem Use
on 3.0 22nd Sep
and passwoe downloade
e System see the follo
u top right)to change:
ord
er user settin
y changed p
dle)
earch by “Cothe notificatse “Advance
p right) help is avail with the ope software.
er Manua
p, 2011
rd can be sued from the S
owing screen
)
ngs
preferences u
oupe” or by “ion fields. If ed”
able. This meration of Fo
al – FPOs
pplied by theServices sect
n.
using your pa
“Keyword” uyou need to
ay be usefulootprints, bu
e system Adtion of the F
assword.
using the dowo search on th
if you want ut may not h
ministrator, PA’s website
wn arrow. “Khe contents
to understaelp you with
Trim 20
after lodginge).
Keyword” finof more tha
nd the broadh the FPA’s
011/75839
g a
ds a text n one
der
3
Notific
Author B W
Main (
WorkiThe hom
1. 2.
NoteanotNotiread
cations Sy
Walker – Versio
(Black) M
ing from tme screen giv
An ability toAccess to thdisplayed in
e: Upon requther Notifierifier to be a mdily shared w
ystem Use
on 3.0 22nd Sep
Menu Bar
the Homeves you acce
o display all oe Notificatiothe grid.
uest any systr’s records if member of mwith anybody
er Manua
p, 2011
e Screen ss to import
or a subset ofon “grid” that
tem user canthey share amore than ony by email at
al – FPOs
Take
Pres
This repoabilitas wE.g. eyour
ant system f
f the FPA’s nt allows you
n be assigneda common “Cne “Companthe time of
es you to you
s this to ente
gives you thorts from thety to select s
well as specifyexport data tr own or you
functionality
notifications to sort notif
d a CompanyCompany” coy”. Howevenotification
ur notificatio
er a new not
e option of we database. Rsubsets of daying a reportto a CSV file.r Company’s
:‐
based on prefications by a
y code. Notifode. It is noter, notificatiocreation or e
Trim 20
ns grid.
tification.
writing your Reports incluata based ont’s output for. You can res records.
e‐defined filtany of the fie
fiers have ac possible foron informatioediting.
011/75839
own de an queries rmat. port on
ters. elds
cess to r a on can
4
Notific
Author B W
Notific
If the nto each
Note thnot comnotifica
The syset to "
If the
A me
1) Chthe C
2) Up
3) Ass
4) Up
5) Sav
T
cations Sy
Walker – Versio
cation Cre
notification is dh relevant Team
hat if the notifimmon to all Teation record on
ystem sets the n"With Team".
notification wa
mber of the Te
hanges the "StaCustomer for mo
pdates the "Eva
signs a membe
pdates the "Com
ves the record
The Team mem
It is critical th
The Team
If the
ystem Use
on 3.0 22nd Sep
eation, Ed
irected to morem (Eg Biodivers
cation is directeams AFTER thenly stores the at
notification's "A
as copied to diff
eam "edits" the
atus" to "With Sore information
luation type" fi
r of the Team t
mments" Field.
which causes a
ber and the cus
at the notificat
m member "clos
e Customer doe
er Manua
p, 2011
dit & Closu
Customer sub
e than one Teaity, Landscape)
ed to more thae initial notificatttachments rele
Assigned To" fie
ferent Teams,
notification an
Specialist" or aln.
ield.
to work on the
n email to be s
stomer commusatisfac
tion's "Status" f
ses" the notifica
es not consider
al – FPOs
ure Work
bmits a notifica
m the system c.
an one Team, thtion has been sevant to the Te
eld automatica
the Customer e
nd manually ma
ternatively "W
notification.
ent to the cust
unicate via the wctory outcome
field is updated
ation using the
r it is finalised, t
kflow
ation via the We
copies it and all
he Customer wisubmitted. This eam.
lly to the appro
edits each reco
akes (at least) th
With Notifier" if
omer AND the
web interface ois reached
d by the Team m
"Actions" drop
they can reque
eb
ocates a copy (
ill be requestedworkflow will e
opriate Team na
rd to add the a
he following up
the notification
Agent detailing
or the system e
member throug
pdown on the H
st that it be re‐
Trim 20
(including attac
d to add any attensure that eac
ame and its "St
ppropriate atta
pdates:‐
n is to be sent b
g these changes
mail address u
ghout this proce
Home Screen.
‐opened.
011/75839
chments)
tachments ch
tatus" is
achments.
back to
s.
ntil a
ess
5
Notific
Author B W
NotificCreation
When a attachmstoring imore thattachm
The syst
The fieldthese ha
Fields arthe tab d
Contact
The Conphone ndetails ato the FP
cations Sy
Walker – Versio
cation Cren occurs via t
notification ments and a fn a documenan one Team
ments).
tem also sen
ds are very save been adj
re ordered indescriptor.
t Informati
ntact Informanumber. You are ONLY chaPA so that ot
ystem Use
on 3.0 22nd Sep
eation the web inte
is submittedformatted rent managemm they will ge
ds an email t
imilar to thousted to be
n “Tabs” that
on
ation fields gneed to clicanged in thisther systems
er Manua
p, 2011
erface.
d, an email isport of the c
ment system set a reply em
to the FPA A
ose currently the same as
t can be expa
gives you thek the check b application.s can be upd
al – FPOs
s sent to the completed fisuch as TRIMmail for EACH
Assignee with
used on thethe Cover P
anded or col
e option of upbox for this t. Any changeated also.
submitter. Telds in a formM. If the CusH copied (Tea
h the same in
e paper notifage databas
lapsed using
pdating yourto be saved fes to these d
This email com that is suittomer submam) notificat
nformation d
ication facine application
g a “+” or “‐“
r name, emafor future usetails should
Trim 20
ontains submtable for prin
mits a notification (includin
described ab
g sheet. Somn.
“ button to th
il address anse. Note: Thed always be a
011/75839
mitted nting or ation to ng all
ove.
me of
he left of
nd ese advised
6
Notific
Author B W
Notifica
The Nothave bethe predComme
Red field
An ApplThis fieldthird pa
If you seone noti
Note: Ifsystem A
Follow
cations Sy
Walker – Versio
ation Inform
ification infoen changed dominant pants field furt
ds are mand
icant field had is useful torty.
elect more thification per
f you want toAdministrato
Up Fields
ystem Use
on 3.0 22nd Sep
mation
ormation fielto single seleart of the couther down.
atory.
as been addeo the FPA wh
han one specspecialist ar
o add a specor.
er Manua
p, 2011
ds are similaect, dropdowupe. If this do
ed. This has then the notif
cialist area yorea.
ialist after th
al – FPOs
ar to those uwn lists. In thoesn’t adequ
the same deication is bei
our notificat
he initial noti
sed on the ehis case just suately explai
finition as ising prepared
tion will auto
ification sub
existing papeselect the opn the situati
used for thed by a Contra
omatically be
mission, plea
Trim 20
er facing sheeption that apon state this
e Cover Pageactor on beh
e copied to c
ase contact t
011/75839
et. Some pplies to s in the
e system. alf of a
reate
the
7
Notific
Author B W
The Finathe pres
Biodive
The Biod
The Asse
FPA Ass
Self Assecase no submiss
The numexternal2 Consu
The Threholding “edit” m
cations Sy
Walker – Versio
al Actions fiescriptions use
ersity Field
diversity field
essment typ
essed – Stan
essed – Noticommunication of the No
mber of Exterl reporting oltants and Sp
eatened Faudown the “C
mode but the
ystem Use
on 3.0 22nd Sep
ld must be ced in the For
ds
ds only need
e refers to th
ndard notific
ifications thation betweeotification fie
rnal Consultabligations. Ifpecies in the
na and FloraCTRL” key. It ey are listed a
er Manua
p, 2011
completed atrest Practice
d to be comp
he type of no
ation where
at have beenn the FPA anelds, Biodive
ations dropdf for examplee supplied tex
a are “picklistcan be difficand readily s
al – FPOs
t the end of ts Plan (wher
pleted if advi
otification.
Biodiversity
n completed nd the Notifieersity fields,
down is impoe, 2 External xt field.
ts” where yocult to see wseen when vi
the Notificatre relevant).
ce is request
y specialists a
by authoriseer is requiredrelevant atta
ortant for theConsultatio
ou can continhat entries hiewing in “de
tion process
ted from the
are being ask
ed Biodiversid. The FPA juachments an
e FPA to allons are select
nue to selecthave been seetails” mode
Trim 20
and be equiv
e Biodiversity
ked for advic
ty “experts”ust requires tnd final Actio
w it to meetted, please th
t extra specieelected whene.
011/75839
valent to
y Team.
ce
. In this the ons.
t its hen list
es by n in
8
Notific
Author B W
Landsc
If the cofields. O
Comme
The Comcommunemail by
AttachmanytimeGuidelin
Three atmore thyou wan
The Addsemicolo
cations Sy
Walker – Versio
ape Fields
oupe consistsOtherwise jus
ents, Attach
mments fieldnication occuy writing resp
ments includee. There are nes for Attac
ttachments can three attant something
ditional Emaions) to whic
ystem Use
on 3.0 22nd Sep
s of both natst select the
hments & CC
is very impours betweenponses at th
e Evaluation limitations ohment of Do
can be attachachments arg deleted, ple
l Notificationh all notifica
er Manua
p, 2011
tive forest anpredominan
C emails
ortant in the FPA staff ane top of the
Sheets, phoon file types ocuments an
hed at a timere required. Aease request
ns field allowtion informa
al – FPOs
nd plantationt type.
Notificationnd the Notifiee‐mail you a
tos, maps etand sizes thad Photos in t
e totally 10MAt this time, t this in the n
ws you to speation (includi
n you could c
n System as iter. It can be are respondin
tc and otherat can be attthe Footprin
MB. You can conly FPA stanotification c
ecify email aing attachme
choose to co
t is the field edited via thng to (“reply
critical docutached. Pleasnt System.
continually aaff can deletecomments fi
ddresses (seents) will be
Trim 20
omplete both
where two whe website oy above the l
uments can bse see Appen
add “batchese attachmeneld.
eparated by sent.
011/75839
h sets of
way r via ine”).
be added ndix 1 –
s” if nts so if
9
Notific
Author B W
ViewinOnce cre
Both woattachmvia the C
An autoindividu
Updatin
The emanotificatie. the s
The textattachman examadded “
cations Sy
Walker – Versio
ng & Editieated, notific
orkflows onlyments. If any Comments fi
matic systemal Team mem
ng by Emai
ail can be [email protected] line m
t “above the ments are addmple. When “above the li
ystem Use
on 3.0 22nd Sep
ing Notifications can b
y allow the cother fields eld.
m email is sember) any tim
l
nt from any as.gov.au andmust not be
line” is appeded as new areplying to ane” by the e
er Manua
p, 2011
cations be updated u
hange of theneed to be c
nt to both thme any field
mail client (ed MUST havechanged in ‘
ended to theattachments an email, pleemail client.
al – FPOs
using one of
e Comments changed afte
he customer in the notifi
eg Outlook) be a subject li‘reply to’ e‐m
e existing notto the web ease delete e
two workflo
or Final Actier initial subm
and the Assication is cha
but MUST alne that relatmails
tification as abased notificemail signat
ows: by “Ema
ions fields ormission you n
ignee (Shoulanged.
ways be sentes to the no
a new commcation. See aures etc that
Trim 20
ail” or “Web”
r the manageneed to requ
ld by now be
t to otification co
ment and anyabove screent get automa
011/75839
”.
ement of uest this
e an
oncerned
y nshot for atically
10
Notific
Author B W
UpdatinAccess t
From ththree op
Comme
This shoComme
cations Sy
Walker – Versio
ng by Web to notificatio
e web interfptions:‐
ents
ows you a nonts field.
ystem Use
on 3.0 22nd Sep
ons whilst wo
face you pres
n editable, t
er Manua
p, 2011
orking in the
ss the […mor
ime stamped
al – FPOs
web environ
re] link in the
d view of the
nment is via
e coupe field
e correspond
the Home Sc
d and you are
dence that h
Trim 20
creen “Grid”
e presented
as occurred
011/75839
with
via the
11
Notific
Author B W
Details
This shobottom submitte
Edit – Taupdated
cations Sy
Walker – Versio
ows you a noof the screeed.
akes you intod.
ystem Use
on 3.0 22nd Sep
n editable vin provides a
o edit (updat
er Manua
p, 2011
iew of all fiel full record o
te) mode wh
al – FPOs
lds in the noof changes th
here Comme
tification. Nohat have occ
nts, Final Act
ote that the curred since t
tions and Att
Trim 20
History tab athe notificat
tachments c
011/75839
at the ion was
can be
12
Notific
Author B W
Edit
ThisUpofieldpres
cations Sy
Walker – Versio
s menu item on pressing Sd should be cscriptions us
ystem Use
on 3.0 22nd Sep
provides ediSAVE an emacompleted ated in the For
er Manua
p, 2011
it access to tail advising oft the end of rest Practice
al – FPOs
the Commenf an update wthe Notificats Plan (Whe
nts, Final Actiwill be sent ttion process re relevant).
ions and Attato the FPA. Tand be equi
Trim 20
achments fieThe Final Actvalent to the
011/75839
elds. tions e
13
Notifications System User Manual – FPOs
Author B Walker – Version 3.0 22nd Sep, 2011 Trim 2011/75839 14
Closing Notifications Closure of a notification will be initiated by the FPA specialist once they consider that the notification is finalised. This would generally mark the point where:
1. All required advice has been supplied. 2. The Notifier has completed the Final Actions field 3. OR – the Notifier has advised that the coupe will not proceed to the FPP stage.
All communication on these points is via the Comments field. Once these conditions are met, the FPA specialist will close the notification. It can be reopened at any stage at the request of the Notifier.
Queries If you have any queries about the system please direct them to Daniel Livingston at [email protected] or phone (03) 6233 7966
Notifications System User Manual – FPOs
Author B Walker – Version 3.0 22nd Sep, 2011 Trim 2011/75839 15
Appendix 1 – Guidelines for Attachment of Documents and Photos in the Footprint System The Notifications system can be used as a “container” for electronic documents including PDFs, Word and Excel documents, photos etc. However there are limits to the size of attachments that can be uploaded. The limits impact on two aspects of the system.
1) Upload via web browser. No individual attachment, or batch of attachments, can be greater than 10 MB in size. However any one notification can have a greater total size of attachments than this.
2) Email. Each time a notification record is created or updated, a copy of the record, including relevant attachments, is emailed to the notifier and the FPA. As such, the capacity of the Notifier and FPA’s email server to cope with large attachments becomes relevant. If the attachments are too large the email will simply be rejected by the sending or receiving mail server.
Reducing Document Sizes To cater for likely lowest common denominator for system and email server limits, keeping the total size of attachments to less than 4MB is desirable.
Generally the best was to minimise the size of documents is to ensure that any images included in them are reduced to a sensible resolution and image quality.
Images include photos, scans from a scanner and “print screens” from a computer. Prior to inserting images in documents or sending them as independent attachments, they should be reduced to the minimum size possible as per the following guidelines:‐
Image type – Jpg format only
Image Resolution – No greater than 150 DPI (Dots Per Inch)
Maximum size – Horizontal measurement no longer than 1024 pixels. Vertical size no greater than 768 pixels
Image Quality – Use say 8.5 out of 10 or 85% or “Good” depending on your image or PDF creation software
Other documents such as the completed Evaluation Sheets can be sent as native Word documents or converted to PDFs using the image compression guidelines listed above.
Notifications System User Manual – FPOs
Author B Walker – Version 3.0 22nd Sep, 2011 Trim 2011/75839 16
Document Control Log Table
Document summary information
Document name Notifications System User Manual – FPOs
Version 3.0
Trim record 2011/75839
Owner Daniel Livingston
Author(s) Bernard Walker & Angus MacNeil
Release date 22 Sep 2011
Release Approved by Angus MacNeil
Release status Approved for release 22 Sep 2011
Version control
Stages required for release outside FPA
Category of advice (A1, A2, B1, B2, B3 or C):
C
Stages Required/not required
Completed (date)
Specialist Required 22 Sep 2011 Line Manager Required 22 Sep 2011 Peer/FPO/stakeholder review (FPA staff) Required 12 Aug 2011 CFPO Not Required FPAC Not required Board Not required
Version Date Author(s) Summary of changes
2.0 12 Aug 2011 Bernard Walker Document finalisation at end of testing phase
3.0 22 Sep 2011 Angus MacNeil & Daniel Livingston
Added FPA logo, document control log, made many textual amendments and minor formatting changes