RightCrowd Workforce Essentials Terms and Conditions

RightCrowd Workforce Essentials is a license-limited subset of the broader RightCrowd Elements software product, designed specifically to meet key requirements that are common to a broad cross-section of organizations around the world, managing employees, contractors and visitors to ensure that they are compliant with security policies.

This document identifies the feature set of the RightCrowd Workforce Essentials solution, the approach to implementation and the terms and assumptions to which a RightCrowd Workforce Essentials implementation adheres.

For further information about what RightCrowd can do for your organization, please visit www.rightcrowd.com.

Solution Feature Set

The following feature set is supported in RightCrowd’s Workforce Essentials product.  Unless a feature is explicitly stated, it should be assumed that the feature is not supported within RightCrowd Workforce Essentials.

1.1      Visit Pre-Registration Process

As part of the standard RightCrowd visitor management process, the ability to pre-register a visit is supported. The pre-registration allows for a visitor to be registered ahead of their visit.

The following features are included:

Reference Number Feature
         1.1.1.         The system has the ability to pre-register a visitor ahead of a visit
         1.1.2.         A user has the necessary permissions to be able to pre-register a visitor ahead of a visit
         1.1.3.         The system allows for the selection of a visit arrival location
         1.1.4.         The system has the ability to nominate a host for the visit
         1.1.5.         The system requires that an email address for the host is entered
         1.1.6.         The system ensures that a visit start date and end date is captured
         1.1.7.         The system requires a reason for the request be captured
         1.1.8.         The system allows for the ability to search for an existing visitor before creating a new visitor identity
         1.1.9.         If an existing visitor is selected, the system returns the visitor’s first name, last name, email address, phone number and company, where data exists
         1.1.10.       If an existing visitor is selected, the system will not allow changes to the visitor’s first name and last name, but will support changes to email address, phone number and company
         1.1.11.       If a new visitor is created, the system allows for the entry of the visitor’s first name, last name, email address, phone number and company

 

Reference Number                           Feature
         1.1.12.       The system supports the specification of up to 18 data entry fields in the display and capture of information relating to a visitor’s details
         1.1.13.       The system allows for the bulk upload of visitors from a comma-delimited file in a specified format
         1.1.14.       The system requires the entry of a group name in the event that more than one visitor has been added
         1.1.15.       The system supports the ability for the pre-registration to be subjected to a singlestep approval process for the nominated visit location
         1.1.16.       The system emails the approver, should a single-step approval process be required for the visit location, with information relating to the pre-registration
         1.1.17.       The system allows the approver, should a single-step approval process be required for the visit location, to approve, reject or request more information from the received email or through logging onto the system
         1.1.18.       The system sends a preconfigured visitor email notification to the visitor or visitors once a pre-registration request has been submitted, unless the request is to be reviewed for approval
         1.1.19.       The system sends a preconfigured email notification to the visitor or visitors once a pre-registration request has been approved, if a single-step approval process is configured for the visit location
         1.1.20.       The system sends an email notification to the requestor with the details of the preregistered visit once the pre-registration has been submitted, unless the request is to be reviewed for approval
         1.1.21.       The system sends an email notification to the requestor with the details of the preregistered visit once the pre-registration request has been approved or rejected or if more information has been requested, if a single-step approval process is configured for the visit location
         1.1.22.       If the pre-registration request has been sent back to the requestor for more information, the requestor has the ability to edit or cancel the original request
         1.1.23.       The system supports the ability to flag if a visitor is on a “list of restricted persons”
Reference Number Feature
         1.1.24.       If a visitor on the “list of restricted persons” is pre-registered, the system supports the ability for the pre-registration to be reviewed prior to being reviewed for approval

1.2      Visitor Management

The RightCrowd visitor management experience is the process to manage the entry and exiting of visitors, while being able to have an overview of all visitors that are due to visit, currently visiting or who might be overdue in their departure.

The following features are included:

Reference Number Feature
 1.2.1.         The system supports the definition of different arrival locations (by city, building or part of a building)
1.2.2.         The system supports the association of an arrival location to a time zone
 1.2.3.         The system supports the ability to nominate if an arrival location is to be subjected to an approval process for visit pre-registrations
1.2.4.         The system allows for the configuration as to whether an arrival location is to have the ability to issue temporary cards for the duration of the visit
 1.2.5.         The system allows for default access to be assigned to a temporary card by the individual arrival location
1.2.6.         The system provides an overview of the expected visitors, contractors or visiting employees to arrive, those that have arrived, and those who may be overdue for exit
1.2.7.         The system supports the ability to filter the list of expected visitors, contractors or visiting employees by arrival location, date and time, host, group reference, type of visitor or by the specific individual
Reference Number Feature
1.2.8.         The system displays details of the expected visit, including the name of the visiting party, the type of visitor, the arrival location, the host of the visit and the expected arrival and departure date and time of the visit
1.2.9.         The system has the ability to support a user logging into the system without being challenged, leveraging the user’s Active Directory credentials
1.2.10.The system supports an authorized user to check in an expected visitor, contractor or visiting employee and allocate a temporary card for the duration of the visit
1.2.11.The system assigns the default access associated with the arrival location to the temporary card allocated to the visitor, contractor or visiting employee for the duration of the visit
1.2.12.The system supports an authorized user to check in an expected visitor, contractor or visiting employee and print a label, specific to the type of visitor that is being checked in
1.2.13.As part of the entry process, the system displays a photo associated with the visitor, contractor or visiting employee, should one have been taken on a previous visit
1.2.14.As part of the entry process, the system displays a photo associated with the host of the visitor, contractor or visiting employee, should one be available
1.2.15.The system supports an authorized user to capture or upload a photo of the visitor, contractor or visiting employee as part of the check in process

 

1.3      Self Service Kiosks

The RightCrowd visitor management solution includes the functionality to support self-service kiosk, allowing visitors the ability to check in for their visit.

The following features are included:

 Reference Number                                                Feature
         1.3.1.         The system allows visitors to check in for pre-registered visits through the kiosk
         1.3.2.         The system allows unregistered visitors to register and check in through the kiosk
         1.3.3.         Where a visit is unregistered, the system supports the ability to configure whether the visitor must specify the host, either through a partial lookup or an exact match
         1.3.4.         Subject to having the necessary hardware, the kiosk supports associating technology access cards to the visitor checking in when using a device supporting the Microsoft Windows operating system
         1.3.5.         The kiosk supports the ability for visitors to indicate their departure from the arrival location
         1.3.6.         Subject to having the necessary hardware, the kiosk supports printing a paper card or sticky label when using a device supporting the Microsoft Windows operating system
         1.3.7.         Subject to having the necessary hardware, the kiosk supports scanning a QR code to recall the details of a pre-registered visit when using a device supporting the Microsoft Windows operating system
         1.3.8.         The kiosk supports the entry of a visit identifier to recall the details of a preregistered visit
         1.3.9.         The kiosk supports the entry of a first name and last name to recall the details of a pre-registered visit

 

     Reference Number                                         Feature
         1.3.10.       Subject to having the necessary hardware, the kiosk supports scanning a driver’s license or passport to identify a visitor when using a device supporting the Microsoft Windows operating system
         1.3.11.       The kiosk supports the ability to mandate that a driver’s license or passport be presented to identify a visitor when using a device supporting the Microsoft Windows operating system
         1.3.12.       The kiosk supports the ability to present a legally binding agreement for the visitor to review and acknowledge
         1.3.13.       The kiosk supports the ability to record acknowledgement of a legally binding agreement for the visitor prior to the registration of the entry of that person
         1.3.14.       Subject to having the necessary hardware, the kiosk supports the capture of a photo of the visitor
         1.3.15.       The system supports the ability to send an email notification to the host upon the completion of the arrival process indicating that the visitor has arrived
         1.3.16.       The kiosk supports the ability for a visitor to indicate that they are leaving the arrival location
         1.3.17.       The system supports the ability to send an email notification to the host upon the completion of the departure process indicating that the visitor has completed the departure process
         1.3.18.       The kiosk supports the ability to alter the kiosk visual appearance by incorporating a company logo, the background color and the font color
         1.3.19.       The kiosk supports the ability to tailor the legally binding agreement content, either globally across all kiosks or at a specific kiosk location
Reference Number Feature
         1.3.20.       The kiosk supports the ability to tailor the acknowledgement of the legally binding agreement to the options of “Yes/No”, “I agree/I decline” or “Continue”, either globally across all kiosks or at a specific kiosk location
         1.3.21.       The kiosk supports the ability to tailor the instructions at the commencement of the entry process, either globally across all kiosks or at a specific kiosk location
         1.3.22.       The kiosk supports the ability to tailor the instructions upon completion of the entry process, either globally across all kiosks or at a specific kiosk location

1.4      Workforce Management

The RightCrowd workforce management solution includes the functionality to search for, monitor and change attributes of employees, contractors and visitors.

The following features are included:

Reference Number Feature
         1.4.1.         The system provides the ability for all identities in the system (employees, contractors and visitors) to be searched for, located and displayed so that their record can be viewed or edited as required
         1.4.2.         The system supports the ability to print access cards from an identity’s record
         1.4.3.         The system provides separate access card templates for visitors, employees, contractors
         1.4.4.         The system provides the ability to automatically send email notifications to the manager of employees and contractors when access cards are due to expire within a configurable time period
         1.4.5.         The system provides the ability to automatically send email notifications to the manager of employees and contractors when access cards have expired
Reference Number Feature
         1.4.6.         The system provides the ability to automatically send email notifications to the manager of employees and contractors when access is due to expire within a configurable time period
         1.4.7.         The system provides the ability to automatically send email notifications to the manager of employees and contractors when access has expired
         1.4.8.         The system provides the ability to automatically send an email notification to the manager of employees and contractors if they are marked as de-authorized on their identity record
         1.4.9.         The system provides the ability to automatically send an email notification to the manager of new employees and contractors when they are added to the system

1.5      Access Management

The RightCrowd solution includes the ability to configure attributes to access and request changes to access (add / remove) for employees, contractors and visitors with an approval process.

The following features are included:

Reference Number Feature
         1.5.1.         The system has the ability to capture activation and expiry dates for access
         1.5.2.         The system has the ability to add default activation and expiry dates to access
         1.5.3.         The system has the ability to nominate if a request for access is to be subjected to an approval process
         1.5.4.         The system has the ability to specify if a single approver is to be nominated for all access requests

 

Reference Number                          Feature
         1.5.5.         The system has the ability to nominate if individual access approvers are required depending on the access requested
         1.5.6.         The system provides the ability to stipulate if access should list for selection or not in an access request (in cases where the access is deemed ‘sensitive’)
         1.5.7.         The system has the ability for users to request access changes (additions and deletions) for an existing employee, contractor or visitor
         1.5.8.         A user has the necessary permissions to be able to request access changes for an employee, contractor or visitor
         1.5.9.         The system requires an existing employee, contractor or visitor to be selected to request access changes for
         1.5.10.       For the selected employee, contractor or visitor, the system displays the identity’s type (employee, contractor or visitor) in the access request
         1.5.11.       The system displays all existing access currently assigned to the employee, contractor or visitor in the access request
         1.5.12.       The system displays an indicator if there are any training requirements for currently assigned access in the access request
         1.5.13.       The system allows users to select access from a list synchronized from the physical access control system in the access request
         1.5.14.       The system displays an indicator if there are any training requirements for the requested access
         1.5.15.       The system requires a reason for the request be captured
         1.5.16.       The system allows activation and expiry dates and times to be entered for each access requested
Reference Number Feature
         1.5.17.       The system supports the ability for each access requested (additions and deletions) to be subjected to a single-step approval process
         1.5.18.       The system emails the approver, should a single-step approval process be required for the access, with information relating to the access request
         1.5.19.       The system allows the approver, should a single-step approval process be required for the access, to approve, reject or request more information from the received email or through logging onto the system
         1.5.20.       If the approver approves the request and missing training has been identified, an email notification is sent to the manager of the employee, contractor or visitor’s host (if captured), training coordinator (if one has been specified) and the employee, contractor or visitor notifying them that training is required for the access that has been requested
         1.5.21.       The system sends an email notification to the requester once an access request has been submitted, unless the request is to be reviewed for approval
         1.5.22.       The system sends an email notification to the requestor with the details of the access request once the access request has been submitted, unless the request is to be reviewed for approval
         1.5.23.       The system sends an email notification to the requestor with the details of the access request once the access request has been approved or rejected or if more information has been requested, if a single-step approval process is configured for the access
         1.5.24.       If the access request has been sent back to the requestor for more information, the requestor has the ability to edit or cancel the original request
         1.5.25.       Once approved, the requested access change is assigned to the identity record of the employee, contractor or visitor including adding a system generated ‘note’ of the request details for auditing purposes

1.6      Off-Boarding

The RightCrowd solution includes the ability to schedule the off-boarding of employees and contractors.

The following features are included:

Reference Number Feature
         1.6.1.         The system has the ability for users to schedule when an existing employee or contractor is to be off-boarded, meaning their access card will be disabled
         1.6.2.         A user has the necessary permissions to be able to schedule the off-boarding information
         1.6.3.         The system requires an existing employee or contractor to be selected to schedule for off-boarding
         1.6.4.         The system displays the identity’s type (employee or contractor)
         1.6.5.         The system requires the off-boarding date and time be captured
         1.6.6.         The system requires a reason for the off-boarding be captured
         1.6.7.         The system requires instructions (e.g. collect cell phone) be captured
         1.6.8.         Once the off-boarding is scheduled and submitted, the system sends an email notification to the employee’s or contractor’s manager with the date, reason and instructions detailed
         1.6.9.         Once the off-boarding is scheduled and submitted, the system updates the employee’s and contractor’s record with the off-boarding date, time and reason
         1.6.10.       On the date and time of the off-boarding, the employee’s or contractor’s access card is disabled and site access will no longer be possible

1.7 Requesting a Task be Performed for Employees, Contractors or Visitors

The RightCrowd solution includes the ability to request manual tasks (e.g. ‘print John Smith a new access card’) be completed for existing employees, contractors or visitors.

The following features are included:

 Reference Number                                   Feature
         1.7.1.         The system has the ability for users to request a task be completed for existing employees, contractors or visitors
         1.7.2.         A user has the necessary permissions to be able to request a task be completed for an existing employee, contractor or visitor
         1.7.3.         The system requires that an existing employee, contractor or visitor that a task is to be performed for is selected
         1.7.4.         They system displays the email address of the selected employee, contractor or visitor if one has been entered
         1.7.5.         They system displays the identity’s type (employee, contractor or visitor)
         1.7.6.         The system requires an approver to be selected to approve the task before it is actioned
         1.7.7.         The system requires an employee or contractor to be selected as the person to action the request (perform the task)
         1.7.8.         The system requires that the email address be captured if it doesn’t display of the person to action the request
         1.7.9.         The system requires the request (task) details be captured
         1.7.10.       The system requires the task request to be subjected to a single-step approval process
         1.7.11.       The system emails the approver with information relating to the task request
Reference Number Feature
         1.7.12.       The system allows the approver to approve, reject or request more information from the received email or through logging onto the system
         1.7.13.       The system sends an email notification to the requestor once a task request has been submitted, unless the request is to be reviewed for approval
         1.7.14.       The system sends an email notification to the requestor once a task request has been approved
         1.7.15.       The system sends an email notification with details of the request to the employee or contractor selected to action the task once a task request has been approved
         1.7.16.       The system sends an email notification to the requestor with the details of the task request once the task request has been approved or rejected or if more information has been requested
         1.7.17.       The employee or contractor selected to perform the task has the ability to enter a status of the request selecting from “I am not the authorized person” or “Request Action Completed”
         1.7.18.       If the employee or contractor selected to perform the task selects “I am not the authorized person”, an email notification is sent to the requestor with this detail
         1.7.19.       If the employee or contractor selected to perform the task selects “Request Action Completed”, an email notification is sent to the requestor with this detail
         1.7.20.       If the task request has been sent back to the requestor for more information, the requestor has the ability to edit or cancel the original request
         1.7.21.       Once the request process has been completed, a system generated ‘note’ of the request details for auditing purposes is added to the identity record of the identity that actioned the request and the identity that the action was performed for

1.8 Requesting a Task be Performed

The RightCrowd solution includes the ability to request manual tasks (e.g. install a new reader in the boardroom) be completed.

The following features are included:

Reference Number                                    Feature
         1.8.1.         The system has the ability for users to request a task be completed
         1.8.2.         A user has the necessary permissions to be able to request a task be completed
         1.8.3.         The system requires an approver to be selected to approve the task before it is actioned
         1.8.4.         The system requires an employee or contractor to be selected as the person to action the request (perform the task)
         1.8.5.         The system requires the email address of the person to action the request be captured if it doesn’t display
         1.8.6.         The system requires the request (task) details to be entered
         1.8.7.         The system requires the task request to be subjected to a single-step approval process
         1.8.8.         The system emails the approver with information relating to the task request
         1.8.9.         The system allows the approver to approve, reject or request more information from the received email or through logging onto the system
         1.8.10.       The system sends an email notification to the requestor once a task request has been submitted, unless the request is to be reviewed for approval
         1.8.11.       The system sends an email notification to the requestor once a task request has been approved
Reference Number Feature
         1.8.12.       The system sends an email notification with details of the request to the employee or contractor selected to action the task once a task request has been approved
         1.8.13.       The system sends an email notification to the requestor with the details of the task request once the task request has been approved or rejected or if more information has been requested
         1.8.14.       The employee or contractor selected to perform the task has the ability to enter a status of the request selecting from “I am not the authorized person” or “Request Action Completed”
         1.8.15.       If the employee or contractor selected to perform the task selects “I am not the authorized person”, an email notification is sent to the requestor with this detail
         1.8.16.       If the employee or contractor selected to perform the task selects “Request Action Completed”, an email notification is sent to the requestor with this detail
         1.8.17.       If the task request has been sent back to the requestor for more information, the requestor has the ability to edit or cancel the original request
         1.8.18.       Once the request process has been completed, a system generated ‘note’ of the request details for auditing purposes is added to the identity record of the identity that actioned the request

1.9      Training and Certification Management

The RightCrowd training and certification management includes the functionality to record training requirements for employees, contractors and visitors.

The following features are included:

Reference Number                          Feature
         1.9.1.         The system allows different categories of training requirements (certifications, work permits, competencies, qualifications, licenses, purchase orders, Non-Disclosure Agreements etc.) to be configured
         1.9.2.         The system has the ability to capture activation and expiry dates for training
         1.9.3.         The system has the ability to add default activation and expiry dates to training
         1.9.4.         The system supports the ability to import training completion data and assign it to employee, contractor or visitor records to indicate they have completed the training
         1.9.5.         The system provides the ability to link training requirements to access
         1.9.6.         The system provides the ability to link training requirements to identity types (employee, contractor or visitor)
         1.9.7.         They system provides the ability to automatically restrict or remove access based upon linked training requirements where the training has not been completed
         1.9.8.         The system provides the ability to automatically grant access once linked completed training requirements are recorded on identity records
         1.9.9.         The system provides the ability to configure training requirements that are not linked to access for reporting purposes
         1.9.10.       They system provides the ability to automatically send email notifications to the manager of employees and contractors when training is due to expire within a configurable time period
         1.9.11.       They system provides the ability to automatically send email notifications to the manager of employees and contractors when training has expired

1.10 Mustering and Location Tracking

The RightCrowd mustering and location tracking solution displays in real-time the location of employees, contractors and visitors.

The following features are included:

Reference Number Feature
         1.10.1.       The system allows areas in the physical access control system to be defined as on-site, off-site or muster areas
         1.10.2.       The system records swipe events on dedicated readers to display in real-time where employees, contractors and visitors are currently located based on their last access card swipe event
         1.10.3.       The system allows filtering of specific areas, on-site area, off-site area and muster area to display employees, contractors and visitors in those specific areas based on their last swipe event
         1.10.4.       The system allows filtering of selected data fields stored on identity records to display the location of employees, contractors and visitors that meet the filter criteria based on their last swipe event
         1.10.5.       The system allows filtering of selected completed training (e.g. first aid certificate) stored on identity records to display the location of employees, contractors and visitors that meet the filter criteria based on their last swipe event
         1.10.6.       The system allows filtering of selected identity types stored on identity records to display the location of employees, contractors and visitors that meet the filter criteria based on their last swipe event

1.11 Reports

The RightCrowd workforce management solution includes the following reports.

 Reference Number                       Feature
         1.11.1.       Cardholder Access Report: Provides a list of cardholders who currently have or have had a specific access level during the report period
         1.11.2.       Cardholder List Report: Provides a list of existing cardholder records in Workforce Essentials grouped by Division and Cardholder Type
         1.11.3.       Competency Expiry Report: Provides a list of all cardholders with expired competencies or competencies that are due to expire within the specified date range
         1.11.4.       Workflow Status Report: Lists all workflow requests (visitor pre-registrations, access level requests, off-boarding, general cardholder requests or general requests), together with the current state of those requests
         1.11.5.       Visitor Activity Report: For a given date range and location, this report lists the visitors who have visited that location and those who are scheduled for future visits at the nominated location. Where a location is not specified, all locations will be returned
         1.11.6.       Security (Users And Roles) Report: Lists all users and what access they have in the system. Also lists the roles configured in Workforce Essentials and the privileges and users assigned to the roles
         1.11.7.       Card Expiry Report: Provides a list of all cardholders which have expired access methods (cards/badges/tokens) or with access methods due to expire within the specified date range
         1.11.8.       Access Level Expiry Report: Provides a list of all cardholders with an access level due to expire or already expired within the specified date range
         1.11.9.       Time On Site Report: Calculates the amount of time each cardholder has spent on site based upon swipe in and swipe out events
Reference Number Feature
         1.11.10.     Off-Boarding Report: Provides a list of cardholders that are due to be offboarded, or who have been off-boarded.

1.12 General Functionality

The RightCrowd workforce management solution includes the functionality as general functionality.

Reference Number Feature
         1.12.1.       Integrates to physical access control systems (PACS)
         1.12.2.       Runs in the browser – Chrome, Internet Explorer, Firefox, Safari, Edge
         1.12.3.       One Workforce Essentials system integrates with one PACS system
         1.12.4.       Workforce Essentials includes: 15 concurrent user licenses (5 Visitor, 5 Locator, 5 Administration) and 1 Kiosk license
         1.12.5.       A Visitor user license is required for all Visitor Management operations except workflow requests or approvals
         1.12.6.       A Locator user license is required to work in the Locator (mustering, location tracking) screens.
         1.12.7.       An Administration user license is required for all other operations (cardholder manager, reports, role management and creating visitor cards)
         1.12.8.       Workforce Essentials does not require any user licenses for workflow requests, approvals or a kiosk (however kiosks requires a software license)
         1.12.9.       There is no restriction on the number of user or kiosk licenses that can be purchased
Reference Number Feature
         1.12.10.     The system has the ability to support a user logging into the system without being challenged, leveraging the user’s Active Directory credentials
         1.12.11.     The system has the ability to assign security roles manually or through the association of the security role to an Active Directory group
         1.12.12.     Where the system has been configured to associate security roles to Active Directory groups, the system automatically grants the security role to all users that is a member of the Active Directory group upon login to the system
         1.12.13.     The system provides a utility, that can be placed on a schedule, to import and export a flat file to / from external systems including:

•        Employee, contractor and visitor records

•        Data fields

•        Training completion data (to record on identify records)

•        Employee / contractor managers

•        A restricted flag applicable to visitors

         1.12.14.     The system allows for uploading a company-specific logo to the home page
         1.12.15.     The system allows for changing the color scheme of the home page

 

RightCrowd Essentials Implementation Steps

This section identifies the steps that will be undertaken to deliver, install and configure Workforce Essentials for the client.

STEPSTYPICAL PARTICIPANTS ADDITIONAL REFERENCES
1. Kick-off project to implement RightCrowd Essentials

 

      Purpose: This session is designed to ensure that all stakeholders and participants in the solution deployment are aligned with the implementation approach including deployment, testing, training and Go-Live.

  • Client project manager
  • Business stakeholders
  • IT representatives
  • Vendor account manager P Vendor implementer
N/A
2. Introduce RightCrowd Essentials to stakeholders

 

Purpose: This session is to introduce the functionality of RightCrowd Essentials to the stakeholders, identifying the areas of the solution that can be tailored to the business needs of the organization.

  • Client project manager
  • Business stakeholders
  • IT representatives
  • Vendor account manager
N/A

 

STEPSTYPICAL PARTICIPANTS ADDITIONAL REFERENCES
3. Complete customer questionnaire

 

Purpose: This session is to capture the functionality of RightCrowd Essentials to be configured to the business needs of the organization.

  • Business stakeholders
  • IT representatives
  • Vendor implementer
Configuring RightCrowd Essentials /

Quick Reference Guides

 

  • 3.0 Collecting data from your customer ready to configure

Note: a section on data preparation is included

4. Prepare IT infrastructure:

 

°        Provision hardware for RightCrowd Essentials Application Server *

°        Provision hardware for RightCrowd Essentials Database Server *

°        Obtain details of PACS application Server/database server *

°        Create domain service account logon #

 

Purpose: These activities might take place ahead of the solution’s implementation, and is dependent on the architecture to be deployed. Advice will be provided by the vendor as to the appropriate architecture.

  • IT representatives
Installing RightCrowd Essentials / Quick

Reference Guides

 

  • 2.2 RightCrowd Essentials

Infrastructure Requirements

 

STEPSTYPICAL PARTICIPANTS ADDITIONAL REFERENCES
5. Execute the RightCrowd Essentials prerequisites script on RightCrowd Essentials server

 

Purpose: There are a number of prerequisite components that need to be installed and configured on the RightCrowd application server ahead of the installation of RightCrowd Essentials. A prerequisites installation script automates this process.

  • IT representatives
  • Vendor implementer
Downloads (top menu item)

 

  • Essentials Prerequisites
6. Execute the RightCrowd Essentials prerequisites script on PACS server and configure the PACS to support RightCrowd Essentials

 

Purpose: There are a number of prerequisite components that need to be installed and configured on the PACS server ahead of the installation of RightCrowd Essentials. A prerequisites installation script automates part of this process.

  • IT representatives
  • Vendor implementer
Downloads (top menu item)

 

  • Essentials Prerequisites
7. Obtain RightCrowd Essentials license

 

Purpose: In order to install RightCrowd Essentials, a license needs to be requested. The prerequisites

  •  IT representatives
  •  Vendor implementer
Requests (top menu item)

 

  • Request a Customer License form

 

STEPSTYPICAL PARTICIPANTS ADDITIONAL REFERENCES
installation script will provide the necessary Customer Code required for the license.
8. Create Active Directory groups and assign members^

 

Purpose: Leveraging RightCrowd Essentials’ Active

Directory integration, this session is set aside to allow for the configuration of the appropriate Active Directory groups together with the maintenance of group membership.

  • IT representatives
N/A
9. Install RightCrowd Essentials

 

Purpose: The RightCrowd Essentials installation process installs the application, creates the database schema, deploys the Essentials functionality and synchronizes with the access control system, should one be in place.

  •  IT representatives
  • Vendor implementer
Downloads (top menu item)

 

  • Essentials Installation Packages
10. Configure RightCrowd Essentials through Essentials Configuration Utility

 

  •  IT representatives
  •  Vendor implementer
Configuring RightCrowd Essentials /

Quick Reference Guides

 

 

STEPSTYPICAL PARTICIPANTS ADDITIONAL REFERENCES
Purpose: Taking the customer questionnaire as a base, the answers provided for the questionnaire guide the configuration of RightCrowd Essentials through the Essentials Configuration Utility.
  • 3.1 Essentials Configuration Utility
11. Load data through the RightCrowd Essentials

Import/Export utility

 

Purpose: There may be external data that needs to be loaded into, or exported from, the RightCrowd Essentials solution.

  •  IT representatives
  •  Vendor implementer
Configuring RightCrowd Essentials /

Quick Reference Guides

 

  • 4.1 Import Export Utility
12. Conduct user acceptance testing

 

Purpose: This session is designed to allow the business to verify and validate that the solution has been configured appropriately to support the identified business outcomes.

  •  Business stakeholders
  •  IT representatives
  •  Vendor implementer
Configuring RightCrowd Essentials /

Quick Reference Guides

 

  • 4.2 RightCrowd Essentials UAT Checklist
13. Conduct administrator training

 

Purpose: This training session is designed to train those who are responsible for the ongoing administration and maintenance of the RightCrowd Essentials solution.

  • IT representatives
  • Vendor implementer
Administering RightCrowd Essentials /

Quick Reference Guides

 

  • 5.1 Configuring Visitor Cards

 

STEPSTYPICAL PARTICIPANTS ADDITIONAL REFERENCES
  • P  5.2 Initiating a Manual Synchronization
  • 6.1 Troubleshooting and working with System Log Files
14. Conduct end user training

 

Purpose: This training sessions, either delivered in one session or across multiple sessions, is designed to train the end users of the RightCrowd Essentials solution.

  • Business stakeholders
  • End-users
  • Vendor implementer
Selling RightCrowd Essentials / Proposal

Templates

 

  • Essentials Workforce Training Agenda

 

15. Create users and Assign users to roles^

 

Purpose: If user access to RightCrowd Essentials is to be maintained manually, this session is to create the users and assign the users to specific user roles within RightCrowd Essentials.

  • IT representatives
  • Vendor implementer
Administering RightCrowd Essentials /

Quick Reference Guides

 

P5.3 Adding Users to RightCrowd Essentials Roles

16. Initiate Go-Live

 

  • Client project manager
  • Business stakeholders
  • IT representatives
N/A

 

STEPSTYPICAL PARTICIPANTS ADDITIONAL REFERENCES
Purpose: This session is to prepare for the introduction of the RightCrowd Essentials solution into a live environment.Vendor implementer
Notes:

  • ^ These activities may vary depending on whether the client is to leverage Active Directory to manage user security.
  • ~ This represents the actual time taken to request a license. It may take longer for the license to be generated.
  • # This step is required if communication between RightCrowd and the PACS is to be done through a domain account.
  •  * The server architecture will vary depending on how a client might use the solution. The specific requirements will be discussed during the lead-up to the solution’s implementation.
Resources required for a RightCrowd Essentials implementation

  • Client Project Manager: A resource who will coordinate activities to ensure that the right resources are available at the right time.
  • Business stakeholders: Resources who have a vested interest in the successful rollout of RightCrowd Essentials.

ü  IT representatives: A catchall classification for all IT resources that might be involved in the rollout of a new solution at the client. These resources may be used to establish the required infrastructure, may be administering the system during implementation and once the system is live, and may perform other IT-related tasks.

  •  End users: All users that might interact with RightCrowd Essentials.
  • Vendor Account Manager: The vendor’s representative from an account management perspective.
  • Vendor implementer: One or more vendor resources who are charged with the implementation of RightCrowd Essentials.

 

General Terms and Assumptions

The terms and assumptions component of the proposal is based on the supported Workforce Essentials feature set, as explained in discussions involving RightCrowd, RightCrowd’s partner (the partner) and the partner’s customer (the client).

The following assumptions were made in the completion of the proposal:

  • The Workforce Essentials feature set stated in the Solution Feature Set of this document properly satisfy the intended business outcomes sought by the client.
  • RightCrowd resources will be working remotely at RightCrowd offices located in:

o Seattle, Washington o Queensland, Australia o Manila, Philippines

  • RightCrowd resources may not have direct access to the client’s infrastructure. In this case, all interactions with the infrastructure are expected to be delivered via screen-share sessions.
  • While RightCrowd will provide advice as to the type of hardware that might be available to support the kiosk, RightCrowd will not be responsible for providing any kiosk hardware.
  • The price included in the proposal is predicated on the feature set outlined in Solution Feature Set and the implementation approach outlined in RightCrowd Essentials Implementation Steps. Any changes to the scope (e.g. an additional kiosk) or implementation approach may require a re-assessment of the price.
  • A test environment will be available for the Validate phase, complete with integration with a test physical access control system instance.
  • No travel expenses have been included to support the implementation of these enhancements. Should travel be required, travel expenses including flight, accommodation, ground transport and subsistence costs will be charged at cost.

The following terms are applicable to this proposal:

  • This proposal is valid from 90 days from the issuance date stated.
  • Prices do not include applicable government taxes or levies.
  • This proposal does not include the provisioning of any hardware, operating system software, database software licenses or licenses for the client’s access control system.

 

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