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Workflows

These are the end-to-end journeys Registry exists to support. Each is written from the actor's point of view, with the product doing the work behind the scenes. Where a step depends on a permission, the Roles & Permissions matrix governs it.

W1 — Signing in for the first time

  1. A user opens Registry and is not signed in, so the app sends them to the central identity provider's login screen.
  2. They authenticate there and are redirected back. Registry exchanges the returned code for a session.
  3. Because this is their first visit, Registry creates their account automatically with the default USER role and remembers their identity for next time.
  4. They land on the list of projects they can access — empty, for a brand-new user, with a prompt to create one or check their invitations.

Why this matters: one login screen, no Registry-specific password, and zero manual account creation.

W2 — Creating and configuring an event

  1. Any signed-in user clicks Create project and gives it a name and a start/end date-time.
  2. On the second step they choose the optional modules — vehicles, activities, communications, alerts — respecting dependencies (alerts pull in communications and activities).
  3. On save, Registry makes the creator the project's administrator and drops them straight into the event.

Why this matters: getting from "I need to run an event" to "I'm administering it" takes one form and no approval.

W3 — Inviting staff

  1. The administrator opens Configuration → Profiles and invites one or more users, choosing a role (coordinator, participant, or co-administrator) and an access window.
  2. Each invitee sees the invitation under My invitations and accepts or declines it.
  3. On acceptance, the invitee gains the granted role on that project and can select it as their active event.

Why this matters: the organizer delegates precisely — the right people, the right power, only for the right dates.

W4 — Registering participants and organizing groups

  1. A coordinator opens Configuration → Participants and adds people — name, birthday, availability window, optionally linked to a user account.
  2. They open Configuration → Groups, create groups (teams, units, tents) and assign participants to them.
  3. From then on, a group can be moved and counted as a unit.

Why this matters: the roster is set up once, and groups make every later headcount and movement faster.

W5 — Recording a movement (the core loop)

  1. A staff member opens Movements → Record and sets the time (defaulting to now), the direction (IN/OUT), and whether this concerns registered participants or guests.
  2. They pick the people — individual participants or whole groups, which expand to their members — and choose a reason or an activity to justify the move.
  3. If the event tracks vehicles and the people are registered, they attach vehicles and assign drivers on a third step.
  4. On save, the dashboard headcount updates immediately: those people are now in or out.

Why this matters: this is the action the whole product is built around — it must be quick, and it must keep the live count honest.

W6 — Checking a guest in and out

  1. A guest arrives. A staff member records an IN movement with content type guest, entering the visitor's name and birthday (guests are created on arrival) and a reason such as visit or logistics.
  2. The dashboard's guest count goes up.
  3. When the guest leaves, a staff member records an OUT movement referencing that existing guest, and the count goes back down.

Why this matters: visitors are counted without being enrolled as full participants, so the "who is on site" number is always complete.

W7 — Watching the live picture

  1. Anyone with access to the event opens Project home.
  2. The dashboard shows present vs absent participants (split registered/guest and majors/minors), vehicle presence if enabled, and today's birthdays.
  3. Lists of in-progress movements — with and without a linked activity — let staff reverse a check-in/out in one click if it was a mistake.
  4. If the event has alerts enabled, an active-alerts banner surfaces anything currently in progress.

Why this matters: a single screen answers "who is here right now, and is anything wrong?"

W8 — Raising and resolving an alert

  1. While discussing a movement, a staff member escalates a message into an alert — giving it a title.
  2. The alert appears on the Alerts page in status in progress, with a running "since" timer, and on the dashboard banner.
  3. The team discusses it in the alert's own communication thread and, when handled, marks it resolved (or canceled if it was a false alarm), stopping the timer.

Why this matters: incidents get a visible owner, a clock, and a paper trail instead of being lost in chat.

W9 — Administering users (platform)

  1. A platform administrator opens the Users directory.
  2. They change a user's global role, block a departed or compromised account, or — on a data-deletion request — anonymize it.
  3. Registry refuses any action that would remove the last platform administrator, and a blocked or anonymized user can no longer sign in.

Why this matters: account hygiene and data-protection obligations are handled with safe, auditable, reversible-where-appropriate controls.

W10 — Personal preferences

  1. Any user opens Settings.
  2. They switch language (English or French) and theme (system, light, or dark); the choice is saved to their account and follows them to any device.
  3. They can also switch which project profile is active, or leave a project they no longer help with.

Why this matters: the tool adapts to the person, and their context travels with their account rather than their browser.