Workflow

eLog Workflow

This workflow describes how the eLog Administrator defines shifts, data entry forms, and templates for an eLog Analyst to manage shifts and generate shift reports. To ensure consistency in how shifts are managed, shifts should be based on templates whenever possible.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.

Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.

Define Team

Persona: Solution Administrator

Create a Team comprising Team Members who belong to the eLog Security Groups. Assign a Role to each of the Team Members.

Define Shift

Persona: Solution Administrator

Create a Shift for a Functional Location.

Assign Team

Persona: Solution Administrator

Assign the Team to the Shift.

Define Data Entry Form

Persona: Solution Administrator

Create a data entry form using the Data Entry Form Definition and Data Entry Form Field records.

Define Template

Persona: Solution Administrator

Create a Template for an assignment using the data entry form.

Apply Template to Shift

Persona: Solution Administrator

Apply the Template to the Shift.

Define Log Entry Type

Persona: Solution Administrator

Modify or create a log entry type record for the subfamilies of the eLog Entry family (that is, eLog General Entry and eLog Generation Event).

Define Role Configuration

Persona: Solution Administrator

Modify or create a Role Configuration record using the Team Member Role.

Manage Assignment

Persona: Analyst

Complete the assignment for the Shift using the Template, and then submit the assignment for review.

If you are the reviewer, review the assignment that has been submitted for review, and then approve or reject it as needed.

If the assignment has been rejected, modify it, and then resubmit it for review.

Create Log Entry

Persona: Analyst

Create a general log entry or a generation event log entry for the Shift using the log entry type record.

Sign Out of Shift

Persona: Analyst

Sign out of the Shift.

Generate Shift Report

Persona: Analyst

Generate a report for a given Shift and period.