QEST Platform 5.0 Documentation
Applies to QESTLab

This article describes how to manage people and their competencies working on a specific project or in a specific laboratory.

Overview

All people in QEST Platform are managed centrally through the People node in the QESTLab tree. This includes users of the QEST Platform system but also people recorded on worksheets such as Sampled By who may be internal or external to the organization. The Sampled By list is visible under the Lists section in QESTLab, but provides a read-only view of the People in the system, any required modification of the entries needs to be completed through the People node in QESTLab.

Finding the Right Person

Select the People node from the QESTLab tree.
A list of available filters will be shown:
1. All people - Displays all the people available at the laboratory context selected.
2. Lab Technicians - Displays all the people that have been configured as Lab Technicians at the laboratory context selected.
3. Field Technicians - Displays all the people that have been configured as Field Technicians at the laboratory context selected.
4. All People by Role - Displays all the people available at the laboratory context selected grouped by all the roles they have.
Using one of the filters, find the right person and click on them in the QESTLab tree.
The Person screen will load in the right hand pane.

Home Laboratory

People will only be listed in their home laboratory, if the required person cannot be located it may be that their home laboratory is not the same as the currently selected laboratory context.

Person Information

Information pertaining to the person can be reviewed or edited in the right hand pane on the following screen.

The following sections detail the information that can be recorded against a person.

Personal Information

Name: The name of the person.
Title: The title the person. This will often appear on formal documents such as reports.
E-mail: The e-mail address of the person used for notifications and contact information.
Code: A unique code the person is referred to by in QEST Platform. This code will not change over time.
Signature: An image of the person's signature. This can be used by the person when logged in to electronically sign reports where they have appropriate signatory rights. If the person will not be signing reports, the signature can be left empty.

Signature Image Files

Files to be uploaded can be JPEG, PNG, TIF, GIF or BMP and are recommended to have a file size of less than 1.5 MB. Files larger than 5 MB cannot be used.

Technician Information

Field Technician: A person who does field work. If a person is not a Field Technician they cannot have Work Orders assigned to them.
Lab Technician: A person who does laboratory work.
Lab Endorsed: A person who can do endorsed work by the laboratory for reporting purposes.
Note Code: A code corresponding to an item's code in the Test Report Notes list. The item will be reported in the Remarks section of an Australian Concrete Report when this person is selected as the Sampled By person.
Available Hours: The days and hours that this person will be working can be specified. This information can then be queried on management reports.

Technician Laboratory Availability

Select the home laboratory of the technician. Any additional laboratories that the technician works for should also be selected.The laboratories selected here do not affect the permissions for this user (if they have a QEST Platform Login), but determine the locations that this person can complete field work at. That is, work orders from these laboratories will be able to be assigned to the currently selected person. This functionality is useful where locations are geographically close to one another and the locations share people for the purposes of field work.

People Lists

There are a number of lists in QEST Platform for selecting who completed what work. These lists are populated based on the People in QEST Platform and whether they are Field Technicians, Lab Technicians and/or users (i.e. have a QEST Platform Login).

List	Available On	Field Technician	Lab Technician	User Login
Project Owner	Work Order	-	-	-
Field Technician	Work Order	Required	-	-
Laboratory Technician	Work Order	-	Required	Required
Sampled By	Samples	Required	-	-
Tested By	Tests	-	-	Required
Checked By	Tests	-	-	Required
Measured By	Concrete Specimens	-	-	Required
Crushed By	Concrete Specimens	-	-	Required

For a Person to be shown in a list they also must be available at the current laboratory context in QESTLab, see the Technician Laboratory Availability section above.

Setting Competency Levels

Competencies for individuals can be managed, tracked and reported through QEST Platform by using the People node in QESTLab. Competencies can also be used to control the permissions for a user on a per test-method basis in QEST Platform. The competencies for a Person are set on the the Competency tab. This tab displays a list of all the test methods available in QEST Platform and allows for the setting of a competency level against each.

To set a competency level for a test method:

Select either Tests, Specimens or Sampling Methods in the top section of the tab.
Search for the specific test method to set a competency level for.
Select the competency level from the dropdown in the Competency column.
An Expiry Date will automatically be set based on the configuration of the competency.

If the person is a user they will automatically be given permissions for this test method based on the configuration of the competency. A user's complete permissions can be seen on the Permissions Preview tab. The competency can be renewed by updating the Expiry Date on the Competency tab.

Competency Levels

Competency levels are configured at a system-wide level by someone with the Manage Competencies permission. See Managing Competencies for more information.

If a login is required for a person this will need to be created by someone with the System Administrator permission. See Managing Users.

Permissions Preview

The permissions preview tab will display the set of permissions configured for the user based on the roles and competencies that have been selected for them. This tab can be used to determine whether a user has permissions for a specific test or feature of the QEST Platform.

Tracking & Reporting Competencies

Management reports can be created for tracking and reporting the competency levels and expiry dates for all the individuals on a project or at a laboratory. This can be used to ensure that people have the correct competencies and that they are kept up to date. The friendly Spectra QEST Service Desk team are available to help through the process of creating such a report, if desired.

Products described on these pages, including but not limited to QESTLab®, QESTNet, QESTField, QEST Web App, Construction Hive, and associated products are Trademarks (™) of Spectra QEST Australia Pty Ltd and/or related companies.

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QEST Platform 5.0 Documentation

Managing People & Competencies

Contents