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
- A user opens Registry and is not signed in, so the app sends them to the central identity provider's login screen.
- They authenticate there and are redirected back. Registry exchanges the returned code for a session.
- Because this is their first visit, Registry creates their account automatically with the default
USERrole and remembers their identity for next time. - 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
- Any signed-in user clicks Create project and gives it a name and a start/end date-time.
- On the second step they choose the optional modules — vehicles, activities, communications, alerts — respecting dependencies (alerts pull in communications and activities).
- 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
- The administrator opens Configuration → Profiles and invites one or more users, choosing a role (coordinator, participant, or co-administrator) and an access window.
- Each invitee sees the invitation under My invitations and accepts or declines it.
- 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
- A coordinator opens Configuration → Participants and adds people — name, birthday, availability window, optionally linked to a user account.
- They open Configuration → Groups, create groups (teams, units, tents) and assign participants to them.
- 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)
- 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. - 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.
- If the event tracks vehicles and the people are registered, they attach vehicles and assign drivers on a third step.
- 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
- A guest arrives. A staff member records an
INmovement with content type guest, entering the visitor's name and birthday (guests are created on arrival) and a reason such as visit or logistics. - The dashboard's guest count goes up.
- When the guest leaves, a staff member records an
OUTmovement 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
- Anyone with access to the event opens Project home.
- The dashboard shows present vs absent participants (split registered/guest and majors/minors), vehicle presence if enabled, and today's birthdays.
- 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.
- 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
- While discussing a movement, a staff member escalates a message into an alert — giving it a title.
- The alert appears on the Alerts page in status in progress, with a running "since" timer, and on the dashboard banner.
- 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)
- A platform administrator opens the Users directory.
- They change a user's global role, block a departed or compromised account, or — on a data-deletion request — anonymize it.
- 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
- Any user opens Settings.
- 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.
- 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.