Getting Started - System Overview

The wombat system has only a few fundamental entities it is built to manage. Users, Forms, Tasks, Documents, and Trainings. We will refer to these as entities or records within the technical documentation.

Users Entities

The user entity is a representation of a user in the real world. It holds that persons identifiable information, contact details, and emergency contact and more. Other entries such as Training, Forms, Documents, and Tasks are linked to this record. We will often refer to a user has training X which means theres a a training entity that is owned by the user, and a reference between the two.

Form and Task Entities

Forms and Tasks (and to a greater abstraction trainings) are technically the same thing, but in different flavors. All of these are built upon Field Groups, Fields and Sections (these are described else where). The collection of those Fields, Field Groups, Sections are packaged into a form, task (or training).

A Form / Task will move through some sort of a Workflow. This may be a very simple one, (e.g., todo <-> in-progress <-> done). At this time, we only support linear workflows, where each primary section of the form/task is a step in the workflow. This allows us to greatly simplify the form building process.

A Form or Task is Owned by a single person (often the person who created it, but sometimes it will be created by an admin, and the owner will be selected by them), Each Step (section in the case af a linear workflow) of a Form or Task can be assigned to person ( User ). The assignee of the step (section) will be the person who is responsible for filling out that section.

When a Form / Task has reached the final done state, we say that form / task has been resolved. At this time the form will not be shown in anyone's todo list, but will be visible within the history view (admins only).

Training Entities

Trainings only differ from Forms and Tasks in a few ways. One, they will remained linked to your User record until they have been replaced (a new training record of the same type has been created). If/when the training is about to expire it may or may not show up as an item in you todo list. This is powered by the tight coupling between training and roles (See Training Matrix).