Understanding Roles in the EXPOB Environment
Defined Roles in the EXPOB
The EXPOB application defines six distinct roles, each with specific access levels and responsibilities within the project environment. These roles are assigned and managed by the Project Manager, who determines user responsibilities for both projects and individual tasks in the EXPOB environment. By paying attention to the SMEs lean structure in reality which most of the time a single user gets more than one responsibility, in the EXPOB environment, a single user may have more than one roles indeed. Roles in the EXPOB environment are divided to office-based roles and field-based roles groups and include:1. Project Owner
Description:The Project Owner, often referred to as the client, is the originator of the project idea and the entity seeking its realization. The Project Owner hires professionals to develop and execute the project but in some cases, the Project Owner may also serve as the Project Manager, Expert, or Controller. the Project Owner must be invited to the project after it is created by the Project Manager and before adding an Expert to the tasks. The project owner role in the EXPOB environment is an office-based role.
Key Functions on the Owner’s Panel:
· Approves technical data, task completion, and user participation, based on the approval system settings.
· Can change the Project Manager.
· Has the authority to rank all team members.
2. Project Manager
Description:The Project Manager is the central role in EXPOB, serving as the project creator of the project and the organizer of the project team in the EXPOB environment. Acting as the liaison between the Project Owner and other stakeholders, the Project Manager oversees task assignments, ensures quality control, manages timelines and budgets, and maintains project alignment with the owner's specifications by using feature and tools provided in the EXPOB environment. The project manager role in the EXPOB environment is an office-based role.
Key Functions on the Manager’s Panel:
· Creates projects.
· structures project into Stages, Sub-Stages, Task Groups, and Tasks by using breakdown tools.
· Defines task specifications, including type (Quick Task/Power Task), timelines, risk levels, required tests, and descriptions.
· Invites users to the project and assigns roles for tasks.
· Provides initial approvals for actions before the Project Owner's review.
· Replaces users in tasks as required.
· Deactivates or activates a project.
3. Coordinator
Description:The Coordinator is responsible for organizing task implementation. Serving as a bridge between the office and the field, plans the implementation of a task according to the technical information provided by the experts. the Coordinator ensures that tasks are executed efficiently by the doer. The coordinator role in the EXPOB environment is a field-based role.
Key Functions on the Coordinator’s Panel:
· Notifyes the Staarting of a task. (Starting of the first task means the starting of the project)
· Requests additional technical information when necessary.
· Claims task completion.
· uploads final results of tasks, including related documents or media for each individual task.
· Has the authority to rank Expert.
4. Expert
Description:The Expert provides the technical information and protocols required for task execution. Depending on the project's complexity, multiple Experts with various specialties may be involved. The expert role in the EXPOB environment is an office-based role.
Key Functions on the Expert’s Panel:
· Uploads and updates technical documents and media to tasks.
· Enters and updates task’s implementation protocol.
· Has the authority to rank Owner.
5. Controller
Description:The Controller verifies whether tasks in the field have been implemented in accordance with the technical data and protocols provided by the Expert. Projects may require multiple Controllers for tasks with diverse technical requirements. The controller role in the EXPOB environment is a field-based role.
Key Functions on the Controller’s Panel:
· Records and documents faults, attaching pictures.
· Provides fault descriptions and proposed solutions.
· Marks faults as resolved.
· verifies protocol compliance.
· Has the authority to rank Doers.
6. Doer
Description:The Doer is the direct executor of tasks, working under the Coordinator's guidance to carry out the required activities. The doer role in the EXPOB environment is a field-based role.
Key Functions on the Doer’s Panel:
· Accesses job opportunity platforms within EXPOB.
· Has the authority to rank Coordinator.
7. Supplier
Description:The Supplier ensures that the necessary materials, equipment, or other resources are available for task execution and provides requirement declared by the coordinator. The supplier role in the EXPOB environment is a field-based role.
Key Functions on the Supplier’s Panel:
· Manages the "Supplier’s Panel" to input lists of materials and equipment provided.
"Get started today and create your first project in minutes with EXPOB"
Introducing the EXPOB interface (Pages, bars, and Labels)
The EXPOB application is designed with simplicity and ease of access in mind, making it
user-friendly and efficient. Its interface is organized into several pages, each comprising various
functional components like Bars, Hubs, Labels, and Panels. The structure of the EXPOB application
pages is thoughtfully organized to cater to its functionality, providing a clear division of
responsibilities, tasks, and features. Below is an overview of the key pages and features of EXPOB:
1. Sign In Page
This page provides a simple form for existing users to log in or for new users to sign up and create an account.1.2 Registration Page
The registration page includes a straightforward form for first-time users to register for the application.2. Home Page
The home page is the central hub of the EXPOB application, divided into two main sections:
Calendar: Calendar Page displays all the tasks a user is involved in, organized in a calendar view for easy tracking.
Notifications: The Notifications Page consolidates all notifications related to the projects and tasks a user is involved in. Notifications for new projects and invitations are only available here. Task-related notifications are also displayed in the relevant task's notification box within the user’s panel.
Ancillary Tools: Tools like sticky notes are accessible in this section.
Pending Invites: This section displays the status of pending invitations.
Sign-In and Registration Information: Users can log out or activate their email from this section.
2.2.1 Create New Project Label
2.2.2 Sample Project label
2.2.3 Projects Label: Each project is represented by a label that includes important details such as:
- Project name
- Creation date
- Notification status
- Number of team members
- Number of tasks created
- Number of recent faults
User Profile: View and edit your profile and roles within the current project.
Add Users: Project managers can add new users to the project.
Project Set Up: Manage project settings, such as status and alarms.
Application Settings: Customize the app's theme and language.
Help: Access instructions and support for all EXPOB features (shortcut: F1).
About EXPOB: Learn about the application and its benefits.
Privacy: Review privacy-related information.
Between the Detail, Breakdown, and Budget Pages
Back to the Home Page
To a different project
Calendar Label: View the start dates of tasks you’re involved in.
Last Activities Label: Displays the five most recent activities within the project.
Statistics Label: Summarizes project statistics, including start and end dates, remaining time, user roles, budget information, and task statuses.
Project Info Label: Contains details entered by the project manager during project creation.
Users Label: Displays all team members and their roles, with the option for the manager to update roles.
Stage Label: Represents a project stage, which can include multiple sub-stages.
Sub-Stage Label: Represents a specific part of a stage and contains task groups.
Task Group Label: Represents a group of tasks within a sub-stage.
Task Label: Individual tasks (categorized as Quick Task or Power Task) that users can act on. Task labels change color based on status:
Blue: Preparing (Task created, awaiting technical information)
Yellow: Started
Orange: Fault (Fault detected, unresolved)
Green: Completed
Template Breakdown: Every new project includes a default template with two predefined stages (Stage One and HSE&S Stage). The HSE&S Stage is non-editable but allows task additions.
Manager’s Panel: Update task details, approve actions, and send notifications.
Owner’s Panel: Manage notifications and approvals for tasks.
Coordinator’s Panel: Upload documents, start tasks, and request approvals or additional information.
Expert’s Panel: Provide technical information and upload protocols. Notifications are sent upon updates or approval.
Controller’s Panel: Upload fault-related details, including images and solutions.
For Quick Tasks, the process panel is simplified to three roles: Manager, Owner, and Coordinator.
The home page is the central hub of the EXPOB application, divided into two main sections:
2.1 Dashboard Bar
Located at the top of the home page, the Dashboard Bar provides access to key tools and information, including:Calendar: Calendar Page displays all the tasks a user is involved in, organized in a calendar view for easy tracking.
Notifications: The Notifications Page consolidates all notifications related to the projects and tasks a user is involved in. Notifications for new projects and invitations are only available here. Task-related notifications are also displayed in the relevant task's notification box within the user’s panel.
Ancillary Tools: Tools like sticky notes are accessible in this section.
Pending Invites: This section displays the status of pending invitations.
Sign-In and Registration Information: Users can log out or activate their email from this section.
2.2 Panorama Hub
This section displays all the projects a user is involved and includs 3 labels:2.2.1 Create New Project Label
2.2.2 Sample Project label
2.2.3 Projects Label: Each project is represented by a label that includes important details such as:
- Project name
- Creation date
- Notification status
- Number of team members
- Number of tasks created
- Number of recent faults
3. Project Page
The Project Page is where all project-related actions take place. The user can access the Project Page by clicking on a project label within the Panorama Hub. Each project label is tailored to display specific project information and provides access to related actions. It is divided into five sections:3.1 Operation Bar
This bar, located on the right side of various pages (e.g., Project Page, Detail Page, Breakdown Page, and Budget Page), allows users to perform general and project-specific actions. Key features include:User Profile: View and edit your profile and roles within the current project.
Add Users: Project managers can add new users to the project.
Project Set Up: Manage project settings, such as status and alarms.
Application Settings: Customize the app's theme and language.
Help: Access instructions and support for all EXPOB features (shortcut: F1).
About EXPOB: Learn about the application and its benefits.
Privacy: Review privacy-related information.
3.2 Navigation Bar
This constant feature across the Project Page, Detail Page, Breakdown Page, and Budget Page helps users navigate:Between the Detail, Breakdown, and Budget Pages
Back to the Home Page
To a different project
3.3 Detail Page
The Detail Page provides comprehensive information and statistics about a project, displayed in organized labels:Calendar Label: View the start dates of tasks you’re involved in.
Last Activities Label: Displays the five most recent activities within the project.
Statistics Label: Summarizes project statistics, including start and end dates, remaining time, user roles, budget information, and task statuses.
Project Info Label: Contains details entered by the project manager during project creation.
Users Label: Displays all team members and their roles, with the option for the manager to update roles.
3.4 Breakdown Page
This page allows the project manager to break down and structure the project into various stages, sub-stages, task groups, and tasks. Key features include:Stage Label: Represents a project stage, which can include multiple sub-stages.
Sub-Stage Label: Represents a specific part of a stage and contains task groups.
Task Group Label: Represents a group of tasks within a sub-stage.
Task Label: Individual tasks (categorized as Quick Task or Power Task) that users can act on. Task labels change color based on status:
Blue: Preparing (Task created, awaiting technical information)
Yellow: Started
Orange: Fault (Fault detected, unresolved)
Green: Completed
Template Breakdown: Every new project includes a default template with two predefined stages (Stage One and HSE&S Stage). The HSE&S Stage is non-editable but allows task additions.
"Get started today and create your first project in minutes with EXPOB"
3.4.1 Process Panel
The Process Panel is where users manage task-related responsibilities on their panel. The process panel of the Quick task is simpler including 3 panels for Maneger, owner and coordinator while process panel of the power task includes panels for all roles. Panels of the roles on the process panel includs:Manager’s Panel: Update task details, approve actions, and send notifications.
Owner’s Panel: Manage notifications and approvals for tasks.
Coordinator’s Panel: Upload documents, start tasks, and request approvals or additional information.
Expert’s Panel: Provide technical information and upload protocols. Notifications are sent upon updates or approval.
Controller’s Panel: Upload fault-related details, including images and solutions.
For Quick Tasks, the process panel is simplified to three roles: Manager, Owner, and Coordinator.