e-isuite an automated incident business information and support tool 1.0-01-e-isuite-ep

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e-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-E

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Page 1: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

e-ISuiteAn Automated Incident

Business Information and Support Tool

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Page 2: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

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INTRODUCTION TO e-ISUITE

Page 3: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

Introductions

Logistics

Class schedule

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WELCOME

Page 4: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

Overview User Resources Differences Between I-Suite/e-ISuite and

Enterprise/Site Security Common e-ISuite Application Features

e-ISuite Roles and Functional Areas Roles

Account Manager Data Steward

Functional Areas

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TOPICS

Page 5: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

USER RESOURCES WEBSITE: eisuite.nwcg.gov

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Helpful Resources Informational documents

User Guides Printable Hyperlinked, searchable

On-line Tutorials Self-paced Narrated

Quick Reference Cards

Page 6: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

WHERE TO GET HELP

e-ISuite help within the application

Access the e-ISuite website

http://eisuite.nwcg.gov

Contact the e-ISuite

Helpdesk

ROSS/e-ISuite

Helpdesk

1-866-224-76771.0-6-e-ISUITE-EP

Page 7: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

DIFFERENCES BETWEEN I-SUITE AND E-ISUITESome major differences:

Ability to roster any resource type to any other resource type

Data Steward role now performs ROSS Import and Financial Export

Revised Common Data area IAP forms generated based on the data entered

and incorporate DHS format Improved ROSS Import process Ability for multiple cost records per day Improved Cost Projections process Changes/improvements in many reports

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Page 8: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

DIFFERENCES BETWEEN ENTERPRISE AND SITE

Enterprise Web-based – Internet

required Typically used for Initial

Attack, ABCD Misc, S&R, Training Support, Dispatch and Cache Support

Type 3, 4 & 5 Incidents Housed at central location in

Kansas City, MO Eventually interface with

other systems: ROSS, ICBS-R, possibly agency payment centers

NAP account required for all users.

Site Functions similarly to I-

Suite Installed on local incident

server only – internet not required

Incident may begin at Enterprise and transition to Site

Type 1, 2 & 3 incidents All Site data transferred to

Enterprise at incident closing

NAP account not needed.

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Page 9: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

e-ISUITE SECURITY

Adhere to Rules of Behavior at all times Follow security principles in e-ISuite. Understand that e-ISuite may contain PII

data, which must be protected. Follow the appropriate standards for

creating user accounts in e-ISuite.

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Page 10: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

e-ISUITE COMMON FEATURES

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COMMON FEATURES

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Menu Buttons

Sub-menu Buttons

Icons

Filter Bar

Incident Grid View

Home/Help/Log Out

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COMMON FEATURES CONT.

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Resource Grid View

View subordinate resources

Handle Bars

Filter buttons

Incident Name

Sub Menu Buttons

Action buttons

Page 13: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

ICONSCustomize Grid Columns – choose columns and order

Customize Data View – Enterprise only – choose incidents to view

Search Incidents – Enterprise only – search list of incidents

Refresh Grid Data

Clear Grid filters

Expand/Collapse Grid – see more or less grid on screen

NOTE: Not all Icons appear in each Module.

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Page 14: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

FILTERSCommon Grid filters to search for resources. Click title to reverse sort order. Forward search capability. Drop-down and date filters.

Check-In, Demob, Time, Cost filters.

Demob and Cost filter.

Time filter.

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e-ISUITE ROLES AND FUNCTIONAL AREAS

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Page 16: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

Roles and Functional Areas

Roles:• Account Manager • Data Steward• Check-in/Demob• IAP• Time• Cost

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Functional Areas:• Incidents • Check-In

(Resources)• Demob• Incident Action

Plan (IAP)• Time • Cost• Custom Reports

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ACCOUNT MANAGER ROLE(MUST HAVE PRIVILEGED ACCOUNT – ad.xxx)

• Assigns user Non-Privileged/Privileged roles.

• Administers user accounts.

• Resets user passwords.

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This role creates and monitors user accounts.

Page 18: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

DATA STEWARD ROLE

• Creates and administers incidents/incident groups.

• Assigns/imports users/user groups to incidents.

• Imports ROSS Import files into e-ISuite.

• Administers the Financial Export function.

• Administers Data Transfer function.

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Page 19: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

CHECK-IN/DEMOB

Access same screens, have same permissions. Add/edit both functions’ data.

Common Data section (also accessed by Time/Cost roles)

Functional section Quals data tab shows if person box

checked. Air Travel data tab shows based on

demob travel method.1.0-19-e-ISUITE-EP

CHECK-IN enters resource data into the e-ISuite system.DEMOB prepares resources for release from an incident.

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CHECK-IN MENU DIAGRAM Check-In Settings

Add Resource

Add Resource from Inventory (Enterprise only)

Edit Resource Delete Resource Quick Stats Group Check-In

• Check-in Data

• Roster Resource

(secondary function)

• Demob Data

• Check-in • Check-In Remarks• Other Fields• Qualifications (person)

• Tenative Demob• Tent Demob Remarks• Actual Demob• Actual Demob

Remarks

• Quick Stats Settings• Other Field Labels• Default Check-in Date

&Time

• New/ Existing/ Res. Inventory

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CHECK-IN SCREEN

Functional Data AreaCheck-In/Demob

Common Data AreaCheck-In/Demob/Time/Cost

Note: If Person is checked, Quals Data Tab will show.

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Page 22: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

DEMOB MENU DAIGRAM Demob Settings

Add Resource Add Resource from

Inventory (Enterprise only)

Edit Resource Delete Resource Quick Stats Group Pending Group Demob Forms:

Tentative Poster Available for Release Air Travel Request Checkout (ICS221) Actual Demob Ground Support

• Check-in Data

• Demob Data

• Check-in • Check-In Remarks• Other Fields• Qualifications

(person)

• Tentative Demob• Tent Demob Remarks• Actual Demob• Actual Demob

Remarks

• Customize Check-out Form

• Air Travel Questions

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Page 23: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

DEMOB SCREEN

Note: Air Travel data tabs available based on Demob Travel Method.

Common Data AreaCheck-In/Demob/Time/Cost

Functional Data AreaCheck-In/Demob

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Page 24: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

INCIDENT ACTION PLAN (IAP)

• Create, copy, delete forms and plans.• Import PDFs to be added to a plan.• Export plan files.• Form data is input using drop downs and

lists which will be inserted/formatted in each form.

• Depending on amount of form data, printed form will be adjusted to create form page(s) with complete data (headers/footers).

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IAP uses database information to create ICS forms for an Incident Action Plan.

Page 25: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

INCIDENT ACTION PLAN (IAP)

ICS 202 Incident Objectives ICS 203 Organizational Assignment List ICS 204 (WF) Division/Group Assignment

List ICS 205 Incident Radio Communications

Plan ICS 206 (WF) Medical Plan Medical Incident Report Form ICS 220 Air Operations Summary

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Forms included in IAP Module:

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IAP MAIN SCREEN

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IAP ICS 203 SCREENS

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ICS 203 Input Screenby section

ICS 203 Printout Page design is fluid, based on

amount of data.

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IAP ICS 204 SCREENS

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ICS 204 Input Screenby section

ICS 204 Printout

Page 29: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

TIME

Add Resource Add Resource from

Inventory Edit Resource Delete Resource

Post Time Post Adjustments Create Invoices

Create/view Time Data

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TIME allows the user to manage time records, create payment documents and reports.

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TIME DATA SCREEN

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Common Data AreaCheck-In/Demob/Time/Cost

Functional Data AreaTime only

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POST TIME SCREEN

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POST ADJUSTMENTS SCREEN

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Page 33: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

COST

Add Resource Roster

Add Resource from Inventory

Edit Resource Roster

Delete Resource View Costs

Resource Costs Resource Other Costs Update Rates Run Cost

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Cost settings Accruals Projections Cost Groups Cost Rates Incident Cost Setting

COST analyzes and reports cost data.

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COST SCREEN

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Page 35: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

e-ISUITE REPORTS

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Page 36: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

PLANS REPORTS

Resource Reports

• All Resources• ICS-209 Resource

Count• Qualifications• Strike Team/Task

Force

• Check-Out Form• Demob Planning• Tentative Poster• Available for Release• Air Travel Request• Last Work Day• Actual Demob• Ground Support

Demob Reports

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Page 37: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

TIME REPORTSTime Invoices

• OF286 Invoice• OF288 Invoice

• Shifts in Excess of Standard Hours

• Personnel Time Report (Print/Fax)

• Work/Rest Ratio• Summary of House

Worked• Missing Days of Postings• Crew Roster• Vendor Resource

Summary

Other Time Reports

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Page 38: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

COST REPORTS

Daily Cost • Group Category Summary• Summary By Resource• Summary for Current Day• Detail By Resource• Group Category Total• Aircraft Detail

• Analysis• Cost Share

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Page 39: E-ISuite An Automated Incident Business Information and Support Tool 1.0-01-e-ISUITE-EP

CUSTOM REPORTS

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Query Building Screens Report Information

Adds general report characteristics Column Builder

Sets column parameters for report Criteria Builder

Creates report “canned” SQL statements Sort Builder

Provides sorting criteria SQL Viewer

Able to view created SQL statements

View as PDF Download data as Excel spreadsheet Copy, Export and Import Reports

Custom Report Module allows users to create non-standard reports.

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CUSTOM REPORTS SCREEN

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WELCOME TO --

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