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SiteManager/FieldManager Interface

SiteManager/FieldManager Interface. TUG – September 8, 2003 Andres Marin, Info Tech Inc. Agenda. Review project objectives Overview of interface data flow process Review impact to FM and SM users Review project status Recommendations for future enhancements. Project Objectives.

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SiteManager/FieldManager Interface

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  1. SiteManager/FieldManager Interface TUG – September 8, 2003 Andres Marin, Info Tech Inc.

  2. Agenda • Review project objectives • Overview of interface data flow process • Review impact to FM and SM users • Review project status • Recommendations for future enhancements

  3. Project Objectives • For agencies using SiteManager (SM): • Provide ability to implement FieldManager in local agencies and in the consultant community • Provide flexibility in managing contracts and provide another option for field data collection • For agencies using FieldManager (FM): • Lay groundwork for agencies to migrate from CAS in the Central Office to SM • Provide additional capabilities to manage contracts and materials in the central office • Provide foundation for possible convergence of SM and FM in the future

  4. SiteManager/FieldManagerData Flow - Overview

  5. SiteManager/FieldManagerData Flow Examples

  6. Changes in FieldManager for SiteManager Contracts • Very little noticeable differences • Using same business rules as a CAS “Interactive Contract” • Voucher numbers locked to be same as estimate number in SiteManager • Combine outbox updates to account for new file types

  7. Changes in SiteManager for FieldManager Contracts • Very little noticeable differences • Procedural rules rather than hard-edits in SiteManager GUI • E.g., the user should not use the SM GUI to insert inspector reports (DWRs), only receive these via FM, but the GUI does not prohibit this • Estimate Generation – dates are fixed • Contract Critical Dates – new critical date (only used for FM contracts) • Two new extract processes (use RTF) and one new import process (uses the TP Generalized Importer).

  8. Project Schedule Status

  9. Overall Project Status • Alpha Testing currently in-progress • On schedule for completion by 10/1/2003 • Beta Testing to begin 10/20/2003 • Nebraska (SM beta site) • Maine (FM beta site) • Next TRT #4 scheduled for 10/29/2003 • Beta Testing Process Review • Project is on schedule and within budget

  10. Future Recommendations for FieldManager/SiteManager Interface • Automate work flows via “TrnsNet” implementation leveraging FieldNet Enhancements • Improve consistency of business rules among CAS and SM where applicable • Enhance validation and process controls in SM for FM contracts

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