1st Reporting Deployment Considerations

The following Checklist can be used to ensure all the major 1^st adjustments and integration points have been considered for an initial 1^st Reporting deployment: 

Templates

• Do I have existing Forms I would like to try to replicate in 1^st?
• How many different Templates will I start with?
• Do I need GPS Location Information for each Template?
• What Templates and Data Fields will trigger a Notification?
• Do I require Mandatory Fields in my Templates?
• Will I need multimedia (pictures, video, audio and attachments) entry for my Templates?
• Do I need signatures for any of my Templates?
• Do I need to support On-Going Events such as Storm Response activities?

Users

• How many Access Rights levels do I need? Administrator, Regional Manager, Supervisor and Field User….
• Will all Users have access to all Templates?
• Do I have specific Users I would like to designate as Pilot Testers?
• Do I need to follow user locations?

Notifications

• Who will be Notified of an Event (Report Submission, Updates, Incident Status)?
• Do I need the Notification Recipients to change based on the type of Notification?
• Do I need reminder Notifications based on a time period?

Reports

• Do I need to produce specific Activity Reports?
• Do I want all of my Incidents displayed on the Dashboard and Maps?
• Do I need to display On-going Event updates in “Real Time”?

Catalog

• Do I need to maintain a list of my assets within the system?
• How many different types of assets do I need to manage?
• What information do I need to maintain for each asset (Asset ID, Name, Type, Location, Serial Number, etc.)?
• Do I want to use a list of my assets directly within a Report?

Handbook

• Do I have Instruction Manuals and Reference Material I would like to make available to my Field Users?
• Do I need to make them aware of and log any new or updated material?

Integration

• Do I want my organization logo displayed in 1^st?
• Do I want to connect 1^st to my HR system for automated personnel updates?
• Do I have a special map layer I want overlayed on my maps?