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Terminology

Deploy uses some abstract hierarchical structures to organize and secure data. Below are explanations of these structures and how they are employed.

Relationships

Roles

Roles are sets of permissions for a Project. A user in Deploy becomes a Team Member in a Project via a Role. The Permissions set in a Team Member's Role define what they are allowed to do within a Project.

Deploy has pre-defined and globally accessible Roles for use in any project.

  • Project Admin
  • Survey Team Lead
  • Surveyor
  • Read Only

Users can also create their own roles within their project if none of the global Roles fit their needs.

Projects

Projects are the top-level organizational structures in Deploy. They are used to contain all the structures listed below.

Sites

Sites are sets of Locations which are in the same vicinity.

Common examples of a Site can be:

  • An Office Building
  • A School
  • A Corporate Campus

Every Location must be a member of a single Site.

Location Groups

Deploy uses Location Groups to arrange Locations into logical classes like "IDFs" and "Wireless Access Points".

Every Location must also be a member of a single Location Group.

Locations

Locations are the bottommost organizational structures in Deploy; they are used to track a single point where work is to be done.

Common examples of a Location can be:

  • An IDF
  • An Access Point
  • A Camera
  • A Workstation
  • A VOIP Phone

Most day-to-day operations in Deploy are performed against Locations.

Tasks

Stages of a project are separated into Tasks, and each Task can be defined to collect a series of fields and/or photos.

Task progress can be viewed and summarized for each location.

Each Task is assigned to a single Location Group.

All Locations associated with a certain Location Group will be assigned the Tasks also associated with that Location Group.

Task Fields

Task Fields are inputs in a web form which are used to collect data. A Task can have multiple Task Fields (inputs) defined with different parameters.

There are also different types of Task Fields like Text, Number, Select, etc.

All Task Fields have basic parameters which need to be configured like Label, Type, and Help Text. Some Task Fields have additional parameters which configure their more advanced features.

Photo Policies

Photo Policies can be defined for a Task to allow photos or other types of media to be attached.

A Photo Policy can be configured to allow photos to be uploaded at any time, or can be configured to restrict photo uploads to a specific time frame, like before or after the web form (with Task Fields) is submitted.

A Photo Policy can also set a minimum number of photos to be submitted before a task is considered complete.

There is no maximum number of photos which can be uploaded against a Photo Policy.