american red cross portal requirements

American Red Cross - NCAC Portal Functional Requirements Specifications

Version: 1.0Date: 07/06/09

Document Contact Information

American Red Cross - NCACContact Milton ThomasAddress 8550 Arlington Blvd Fairfax, VA 22031Email [email protected] Phone 703-584-8405Contact Rani SelvarajAddress 8550, Arlington Blvd, Fairfax, VA 22031Email [email protected] Phone 703-584-8406

International Software Systems Inc. (ISSI)Contact Bhaskar GantiAddress 7337 Hanover Parkway Suite A Greenbelt MD 20770Email [email protected] Business Phone 301-982-9700Contact Surekha MangamuriAddress 7337 Hanover Parkway Suite A Greenbelt MD 20770Email [email protected] Business Phone 301-982-9700

mailto:[email protected]




American Red Cross – NCAC PortalFunctional Specification Document

Revision History

Sr. #

Ver. No.

Sections affected

Change Description

Changed By

Reviewed By

Date

1. 1.0 Initial Creation Surekha Mangamuri

Rani Selvaraj/Milton Thomas

06/26/2009

APPROVAL FORM

Name of Document

Functional Specification Document

Configuration ID Ver:1.0 Date:07/06/2009(Only applicable signatories are required to sign below)Prepared ByName: Surekha Mangamuri Signature/Date:

ISSI Project ManagerName: Bhaskar Ganti Signature/Date:

Customer Project ManagerName: Milton Thomas Signature/Date:

Customer Project CoordinatorName: Rani Selvaraj Signature/Date:

[International Software Systems Inc. ]


Table of Contents

Top Link Sites...................................................................................................4

Quick Launch....................................................................................................4

Calendar...........................................................................................................7

Sites.................................................................................................................7Home Top Link............................................................................................................................ 8Management Top Link................................................................................................................. 9

Programs & Services Top Link.................................................................................10IT Top Link................................................................................................................................ 10ED & Training Top Link.............................................................................................................14Volunteer Services Top Link.....................................................................................................15EIS Top Link.............................................................................................................................. 16Fin & Acctg Top Link.................................................................................................................20Fin Devp Top Link.....................................................................................................................21HR Top Link.............................................................................................................................. 21Operations Top Link.................................................................................................................. 22



Top Link Sites The Top Link sites are the departments of the American Red Cross – NCAC portal. The portal contains the following Top Link Sites.

Home Management IT Ed & Training Volunteer Services EIS Fin & Acctg Fin Devp HR Operations

Quick LaunchQuick Launch consists of the following Items.

Conference Room Reservation Vehicle Reservation Computer Base Training Chapter Organizational chart Chapter Telephone Vehicle Management System Emergency International Services Volunteer Management System Reports

Conference Room Reservation:

This list contains a form to request for a conference room reservation. Employee fills out request details for conference room reservation and an email should send to the operations department group. Please refer the below link for form fields.

Steps involved in conference room reservation are,

1) If Conference Room is available request should submit for an approval to Operations department, else it should display a message that room is not available.

2) Conference rooms should be displayed based on location selection. Please refer below attachment for conference room locations and rooms.

3) If request for conference room is approved by operations dept then send confirmation email to requestor and operations dept.

4) When user enters name in Requestor name field it should display telephone, email, and department fields from the database. Telephone, email and department are read-only fields and should not be editable.



Security:

Step Actor Permission(s)

1. All Staff a. Readb. Write

2. Operations Group

Full

Vehicle Reservation:

This list contains a form to request for a vehicle reservation. User fills out request details for vehicle reservation and an email should send to the operations department group. Form fields are attached in below document.

1) If requestor requests for vehicle in after regular hours then an email should send to the

requestors department head, If department head approves request then send an email to Kenny and requestor.

2) If requestor requests for vehicle in regular hours email should send to Operations Group for approval.

Security:



2. Operations Group

Full

Computer base Training: This list displays Training Material Links for all Employees.

Employees should get read-only access to material.

Note: To discuss further steps with Rani & Milton.

Security:


1. All Staff Read2. IT Group Full

Chapter Organizational Chart: To display Main organizational chart. Please refer the attached

document below.

Security:


1. All Staff Read2. Management

GroupFull




3. IT Group Full

Chapter Telephone: Steps involved in Chapter Telephone are listed below.

1) Chapter Telephone displays list of employees. The List consists of following fields.a) Employee Nameb) Titlec) Telephone Number d) location

Please refer the attached file for the Employees List.

2) When user clicks on add button, form allows to enter new Employee details. Form Fields are,a) Photob) Last Name c) First Named) Job Titlee) Departmentf) Locationg) Phoneh) Cell

3) When user clicks on edit button, form allows to edit existing Employee details. Form Fields are,a) Photob) Last Namec) First Named) Job Titlee) Departmentf) Locationg) Phoneh) Cell

4) When user clicks on delete button to delete an Employee. Employee details should be deleted from the list.

5) When user clicks on search button to Search for an Employee. Form should display

following fields.a) Last Name b) First Name

c) Department: Department is a dropdown selection.

4) If we click on Employee, employee details should be displayed in read-only for all the users and for the specific users it should allow add, insert, delete and search options.

Security:


1. All Staff Read2. HR Group Full3. Management

GroupFull




4. IT Group Full

Red Cross Good News: Link to http://redcrossgoodnews.wordpress.com/

New Links in Quick Launch:Vehicle Management System to discuss later

Emergency International Services to discuss later Volunteer Management System to discuss later Reports Link to http://chdcwasfs9

Security: Can Access to All Staff.

Calendar

Calendar of Events: It displays events, holidays, pay dates, etc. Employees can add/edit/delete holidays of the month, pay dates of the month and upcoming events to the calendar. Please refer following attachments for pay dates and holidays for year 2009.

Security:



GroupFull

3. IT Group Full4. HR Group Full5. Fin & Acctg Full

SitesSites consist of American Red Cross – NCAC Intranet/Internet links to the Employees to access

from the portal.

NCAC HomePage: Link to www.redcrossnca.org NHQ Site (Cross Net): Link to http://crossnet.redcross.org

Management Blog: to discuss

IT Help Desk: Point to Outlook

Emails: Point to Outlook

ADP Easy Labor: https://ezlmappdc2.adp.com/ezLaborManagerNet/Login/Login.aspx?cID=10540&lng=en-US

Security: Can Access to All Staff.


https://email.issi-software.com/exchweb/bin/redir.asp?URL=https://ezlmappdc2.adp.com/ezLaborManagerNet/Login/Login.aspx?cID=10540%26lng=en-US

https://email.issi-software.com/exchweb/bin/redir.asp?URL=http://crossnet.redcross.org/

https://email.issi-software.com/exchweb/bin/redir.asp?URL=http://www.redcrossnca.org/

http://chdcwasfs9/

https://email.issi-software.com/exchweb/bin/redir.asp?URL=http://redcrossgoodnews.wordpress.com/


Home Top LinkThe Home Top Link is more or less a dash board for all users. It consists of the following functionality.

Center of the Page: Announcements: It displays EIS Announcements, New Employee Details and general

comments. Users can add/edit/delete announcements.

1) EIS Incident Report: Displays announcements like house fires, floods etc.

Security:


1. All Staff Read2. Selective

Members of EIS Group

Full

Note: Selective members to discuss with Rani.

2) If New Employee joins in the organization, display Photo & Employee Details in Announcements Link. Otherwise display general comments.

Security:


1. All Staff Read2. HR Group Full3. IT Group Full4. Management

GroupFull

Right side of the Page:

Links: The Links consists of Our Mission Statement, etc.

Our Mission: Our Mission Statement is listed below.

The American Red Cross of the National Capital Area, a Humanitarian Organization led by volunteers, provides relief to victims of disasters and helps people in our community prevent, prepare for, and respond to disasters and other life threatening emergencies.

Security:


1. All Staff Read2. IT Group Full3. CEO’s

SecretaryFull

Calendar & Events: It displays events like holidays of the month, pay dates of the month, upcoming events etc. Users can add/edit/delete events to the calendar. Latest Events should be displayed before 2 weeks and events should expire after the event date.

Security:




1. All Staff Read2. HR Group Full3. IT Group Full4. Fin & Acctg

GroupFull

IT Announcements: contains IT related announcements.

Security:



IT Tips & Tricks: contains IT tips from IT Department.

Security:



Management Top Link

The Management Top Link is a dash board for Management Department. It consists of the following functionality.

Announcements: Board Events:

Links:

Tasks:

Documents:

Annual Chapter Reports:

Shared Documents: Quick Launch:

Management SOPs (Standard Office Procedures): This list consists of Standard Office Procedures for the Management group.

Management forms:

Chapter Organizational Charts: This list consists of Links to Organizational Charts for all

departments.

1) IT Organizational Chart: To display IT Organizational Chart.2) Ed & Training Organizational Chart: To display Ed & Training Organizational Chart.3) Volunteer Services Organizational Chart: To display Volunteer Services

Organizational Chart.4) EIS Organizational Chart: To display EIS Organizational Chart.



5) Fin & Acctg Organizational Chart: To display Finance & Accounting Organizational Chart.

6) Fin Devp Organizational Chart: To display Financial Development Organizational Chart.

7) HR Organizational Chart: To display HR Organizational Chart.8) Operations Organizational Chart: To display Operations Organizational Chart.

Lists: Contact List:

Board Events:

Tasks:

Discussions:

Discussion:

Process Improvement:

Process Improvement Discussion:

Note: To discuss further requirements with management group. Security:


1. Management Group

Full

Programs & Services Top Link The Programs & Services Top Link is a sub site under Management Department. It consists of the following functionality.

Quick Launch:

Programs & Services SOPs (Standard Office Procedures):

Programs & Services forms: Lists:

Programs & Services Calendar:

Programs & Services Tasks:

Programs & Services Project Deliverables:

Programs & Services Training:

IT Top Link The IT Top Link is a dash board for IT Department. It consists of the following functionality.

Center of the Page:



Calendar & Events: It displays IT Department events like holidays of the month, pay dates of the month, upcoming events etc. Users can add/edit/delete events to the calendar. Latest Events should be displayed before 2 weeks and events should expire after the event date.

Security:



Quick Launch:

IT SOPs (Standard Office Procedures): Various IT Departments Procedures should be added in this link. Departments are listed below.

1) Networking2) Database3) Printer Names & IP Address4) Printer Setup Instructions5) Track-it6) Recreating Online Store Order7) Desktop Imaging

Note: Documents to receive from Rani.

Security:


1. IT Group Full

IT forms: This link contains access to various IT forms like User Id Request, CAS Id Request, Employee Exit, Cross Net, NSS forms. The IT forms details are listed below.

1) User Id request form: When user requests for User Id and fills out the form the email

should send to the IT group. Please refer below attachment for User Id Request form fields.

Note: Location, Floor, Staff Position dropdown values please refer below attachment.

2) 2) CAS ID Request form: When user requests for CAS ID and fills out the form the email

should send to the IT group. Fields for CAS ID Request form is attached in the below document.

3) Employee Exit form: Employee exit form fields are listed in the below attachment.



4) Cross Net form: Cross Net form (refer hard copy)

5) NSS form: NSS Request form fields are listed in below attachment.

Security:



2. IT Group Full

IT Organizational Chart: To display IT Organizational chart. Please refer below document for chart.

Security:



Lists:

IT Calendar: Calendar for IT Dept.

Security:


1. IT Group Full

IT Tasks: It consists of list of IT Tasks assigned to IT Department.

Please refer below attachment for form fields and values.

Security:




1. IT Group Full IT Project Deliverables: It consists of list of Issues assigned to IT Department.

Please refer below attachment for form fields and values.

Security:


1. IT Group Full

IT Inventory: Links in Inventory are,

Printer Cartridges: It has the information about printer cartridges and their usage. The Header names are listed below,

Printer Model Color, Total on hand, Total used Balance in stock

Formula: Balance in stock = Total on hand – Total used

Please refer attached link for Printer Models and Cartridges.

Security:


1. IT Group Full

For IT Staff: Work Order Monthly Statistics for each IT employee. The form fields are,o Employee Nameo Montho Open Work Orderso Closed Work Orders

Based on Open Work Orders and Closed Work Orders fields, need to display Monthly Statistics for each IT employee. Please refer below link for form fields and chart calculations.

Security:


1. IT Group Full



IT Training: displays all IT Trainings Links.Note: Links format refer doc (hardcopy).

Security:


1. IT Group Full

ED & Training Top Link

The ED & Training Top Link is a dash board for ED & Training Department. It consists of the following functionality.

Center of the Page:

Calendar & Events: Latest Events should be displayed before 2 weeks, after event date the events should expire. For example holidays, pay dates etc.


1. All Staff Read2. ED & Training

GroupFull

3. IT Group Full

Right side of the Page:

Announcements: It displays ED & Training related announcements. Links:

Quick Launch:

ED & Training SOPs (Standard Office Procedures):

ED & Training forms:

ED & Training Organizational Chart: Display ED & Training Organizational chart. Please refer below document for chart.

Lists:

ED & Training Calendar:

ED & Training Tasks:

ED & Training Project Deliverables:

ED & T Employee Trainings: AP Calendars:



Fairfax AP Calendar:

DCO AP Calendar:

MCO AP Calendar:

PGO AP Calendar:

Community Calendars:

Fairfax Comm Calendar: DCO Comm Calendar:

MCO Comm Calendar:

PGO Comm Calendar:

Security:


1. All Staff Read2. Selective

Members of ED & Training Group

Full

Volunteer Services Top Link The Volunteer Services Top Link is a dash board for Volunteer Services Department. It consists of the following functionality.

Center of the page:


Security:



GroupFull

3. HR Group Full4. Volunteer

Services Group

Full

Quick Launch:

Volunteer Services SOPs (Standard Office Procedures):

Volunteer Services forms:

Volunteer Orientation: It has a link to access Volunteer Orientation site.



http://www.redcrossnca.org/index.php/services/44-volunteer- services/98-step-2- orientation-schedule.html

Volunteer Services Organizational Chart: To display Volunteer Services Organizational chart.

Please refer below document for chart.

Lists:

Volunteer Services Calendar:

Volunteer Services Tasks:

Volunteer Services Project Deliverables:

Volunteer Services Training:

EIS Top Link The EIS Top Link is a dash board for EIS Department. It consists of the following functionality.

Center of the page:


Security:


1. All Staff Read2. EIS Group Full

– To check with Rani/Scott Wolleck

Announcements : To display EIS Department Announcements.

Security:


1. All Staff Read2. EIS Group Full

- To check with Rani/Scott Wolleck

Sub Sites: 3 Categories1) General

Admin:Announcements:Links:Calendars:Discussions:


https://email.issi-software.com/exchweb/bin/redir.asp?URL=http://www.redcrossnca.org/index.php/services/44-volunteer-%2520%2520%2520%2520services/98-step-2-orientation-schedule.html

https://email.issi-software.com/exchweb/bin/redir.asp?URL=http://www.redcrossnca.org/index.php/services/44-volunteer-%2520%2520%2520%2520services/98-step-2-orientation-schedule.html


Shared Documents:Tasks:

RDCC:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Log Forms: Form fields to finalize from ScottSAF:

Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

International Services:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

2) Disaster Service CommitteeClient Services:

Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Mass Care:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Organization Support:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

IMS:Announcements:Links:



Calendars:Discussions:Shared Documents:Tasks:

Staff Services:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Training:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Partner Services:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Field Logistics:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Disaster Services Technology:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Operations Management:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

3) Disaster Action ItemsFairfax DAT:

Announcements:



Links:Calendars:Discussions:Shared Documents:Tasks:

MCO DAT:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

DC DAT:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

PG DAT:Announcements:Links:Calendars:Discussions:Shared Documents:Tasks:

Quick Launch:

EIS SOPs (Standard Office Procedures):

EIS forms:

EIS Organizational Chart: Display EIS Organizational chart (refer hard copy doc) – to check with scott

Lists:

EIS Calendar:

EIS Tasks:

EIS Project Deliverables:

EIS Training:

Sites:

EIS Blog: Security: Security for EIS Sub Sites and Items to finalize from Scott.



Fin & Acctg Top Link The Fin & Acctg Top Link is a dash board for Finance & Accounting Department. It consists of the following functionality. Center of the page:


Security:


1. All Staff Read2. Fin & Acctg

GroupFull

Quick Launch:

Fin & Acctg SOPs (Standard Office Procedures):

Fin & Acctg forms:

Fin & Acctg Organizational Chart: There are 2 Organizational charts for Finance & Accounting Department. To display Finance & Accounting Organizational charts, please refer below documents.

Lists:

Fin & Acctg Calendar:

Fin & Acctg Tasks:

Fin & Acctg Project Deliverables:

Fin & Acctg Training: Documents:

Tax References: - Rani will provide later

Insurance Certificates: Rani will provide later

Security:


1. All Staff Read2. Fin & Acctg

GroupFull

Fin Devp Top Link The Fin Devp Top Link is a dash board for Financial Development Department. It consists of the following functionality.



Center of the page:


Security:


1. All Staff Read2. Fin Devp

GroupFull

Quick Launch:

Fin Devp SOPs (Standard Office Procedures):

Fin Devp forms:

Fin Devp Organizational Chart: To display Financial Development Organizational chart. Please refer below document for chart.

Lists: Fin Devp Calendar:

Fin Devp Tasks:

Fin Devp Project Deliverables:

Fin Devp Training:

HR Top Link

The HR Top Link is a dash board for HR Department. It consists of the following functionality.

Center of the page:


Security:


1. All Staff Read2. HR Group Full

Quick Launch:

HR SOPs (Standard Office Procedures):

HR forms:



Security:


1. All Staff Read2. HR Group Full

HR Organizational Chart: To display HR Organizational chart. Please refer below document for chart.

Lists:

HR Calendar:

HR Tasks:

HR Project Deliverables:

HR Training: Employee Benefits:

Benefit Descriptions:

Plan Types:

Providers List:

Operations Top Link

The Operations Top Link is a dash board for Operations Department. It consists of the following functionality. Center of the page:


Security:


1. All Staff Read2. Operations

GroupFull

Quick Launch:

Operations SOPs (Standard Office Procedures):

Operations forms:

Operations Organizational Chart: to display Operations Organizational chart. Please refer below document for chart.



Lists:

Operations Calendar:

Operations Tasks:

Operations Project Deliverables:

Operations Training:

Security:


1. All Staff Read2. Operations

GroupFull
