How to Use This Site
Welcome to the World Class Facilities Toolkit!
Several years ago, it was recognized that the planning and tracking of any “world class” construction project must, by definition, contain certain elements. There must be a place for planning documents, progress tracking, and task list management. These features, and more, have all been brought together into the application called, “World Class Facilities Toolkit” (known throughout this document as “the Toolkit”).
The Toolkit Is composed of several modules which all work together to make information easy to add, and just as easy to retrieve. There are four modules, which are known as:
1. The Knowledge Center (KC)
A place to learn and share in the collective understanding of World-Class medical facility planning, design, operations and care delivery. The Knowledge Center content is continuously growing and evolving. It is a collection of resources that are intended to be shared among users. The resources might be documents, spreadsheets, PowerPoint shows, web links, or any other kind of file you may wish to share. Because these resources are open to the public, they may serve as both a repository of shared information and a tool for training and onboarding people on one’s project team.
2. Project Tool (PT)
Similar to the Knowledge Center in that the Project Tool is a place to gather and organize information resources. But the Project Tool allows the registered user to organize files and links into separate projects. Within any given project, there is also the ability to further sub-categorize resources into folders. These folders may be used to represent milestones in the life cycle of a project, or they may be used to represent categories of resources, like the folder system on a personal computer.
3. World-Class Checklist
We all use checklists to help us organize and remember tasks that need to be accomplished. They help keep us on track, and use our time efficiently. That is precisely the purpose of the World Class Checklist Manager. The beauty of a checklist is that it allows the user to visually evaluate the progress of a project, and identify areas that still need work. The World Class Checklist is designed to guide, educate and monitor the progress of your project.
4. Capital Investment Decision Model (CIDM)
What Is a Resource?
A resource is information created by a World-Class Facilities Toolkit user that is meant to be shared. It is a generic term used to reference all kinds of information that anyone may store in the Toolkit's information repository.
Two Kinds of Resources
Anatomy of a Resource
There are some basic attributes that a user can easily see just by looking at any of the resource list views throughout the WCF Toolkit.
Creating a New Resource
If you want to add a new resource to either the Knowledge Center or to a Project, just click on the appropriate upload button at the top of the page.
In the Knowledge Center, this button will be clearly marked as "Upload Resources". (Note the use of the plural—the WCF Toolkit allows you to upload multiple resources at the same time.)
If you are working within a Project, there is an extra step involved. On the button bar containing buttons for "Search", "Resource Options, and "Team", click on the "Resource Options" button." This will reveal a second row of buttons, which will include the option to "Upload Resources".
In either the Knowledge Center or the Project view, clicking the button for "Upload Resources" will bring up a modal window with the necessary options to load one or more resource files to either the Knowledge Center Repository or the Project currently being viewed. That dialog box will look like one of these:
As you can see, the main difference between the two dialog boxes lies in the presence or absence of the "Project" and "Folder/Path" fields.
Creating a File
In order to include a file in your upload, you can either drag-and-drop files from your file explorer, or browse to them by clicking the "Browse" button.
There is a file size limit of 250MB, meaning that files larger than 250MB will not be allowed to be uploaded to the Toolkit.
Creating a Link
A resource may be a link to another website or other external document or resource. For example if there is an article or white paper published on another agency site with pertinent information, Toolkit users may paste the url into the “Link” text box. This will then serve as a redirect to that url.
Note: This does not automatically grant the user access to that linked resource if there is any form of security authentication or registration requirement on the targeted resource.
Deleting a Resource
If you have sufficient privileges to delete a Resource, you will see a button with a picture of a trash can at the right end of the row. Simply click on that button to initiate the process. You will be presented with a verification dialog to ensure you did not click on the button by accident. The dialog box will look something like this:
Type the word "delete" into the text box (it isn't case-sensitive), then click on the button saying "I understand, and wish to delete." You will be returned to the list screen you were just viewing, and there will be a message at the top of the page providing a status of whether the deletion attempt was successful, or not.
Editing the Resource
If you are a registered user of the WCToolkit, and have sufficient permissions to edit information about a specific resource, you will see a button labeled "Edit" at the right end of the resource listing. If you don't have sufficient permissions, you won't see the button at all.
Once you have sufficient privileges to edit a particular resource, and the button is visible, clicking on that button from either the Knowledge Center or a Project view will take you to a screen where you can edit the detail information relating to a resource.
Most of the editable fields will be fairly self-explanatory. But there is a group of buttons whose purpose may not be immediately obvious.
These buttons accomplish the following purposes:
Resource Details (Attributes)
Each resource has a number of associated fields known as "attributes". Attributes represent unique pieces of information about the resource. When viewing table lists of resources, most of these data elements can be used to help identify and select a unique resource, using them as either search criteria or filters.
Attributes can be viewed and/or edited through a variety of methods, which are defined earlier on this page.
The attributes available for any given resource include:
There are a variety of places throughout the Toolkit application where symbols are used to help communicate information about a resource, or an action that can be taken on a resource. Sometimes these symbols are simply shown next to the resource information, and sometimes they are part of the text on a command button.
Multi-Edit Resource Feature
The Toolkit allows users to edit more than one resource at a time through it’s multi-edit resource feature.
Each resource list view features a preceding checkbox next to each resource. Check the box for each of the resources that you wish to edit, then click the "Edit Resources" button at the top of the resource list. You will then be directed to the "Multi-Edit Resource" screen. This page allows you to set values that are common to multiple resources with a single edit, if desired. This screen also allows the review and comparison of multiple resources.
When you are done making changes to the selected resources on the page, click the "Save" button to save your changes and return to the previous screen (either the Knowledge Center or the Project View), or click "Cancel" to leave the page without saving your changes, and go back to the previous screen.
Searching within the World-Class Facilities Toolkit
The purpose of the World-Class Facilities Toolkit is to provide a methodology and a storage repository of record that will allow you to more easily manage large projects. This results in a need for the ability to quickly identify selected information out of the many thousands of records in the system. In order to meet the needs of our users, the search feature within the Toolkit has been enhanced and expanded, making it easier to find desired information.
First, and foremost, there is the global search bar. Located at the upper-right corner of the page, this simple text box gives you the ability to locate information throughout the system.
Within a Resource ListingWhile browsing a list of resources, you can look for items that are visible to you within either the Knowledge Center/Repository, or within the listings of project-related resources.
A Little More Detail
The searches all work the same way, accepting the same kinds of parameters. The difference lies in where you enter the criteria for your search. When finding a resource within either the Knowledge Center or a Project, you will be presented with a number of fields in the header section of the page, allowing you to enter the text you want to find.
These search critertia fields can look imposing, because there are so many of them, especially on the Project pages. But using these search fields is just a matter of filling in the value that will match the same column of the item you wish to find. This is called "query by example". If you want to find a document called "2020 Growth Projections", just type that text in the "Title" field. If you need a Project called "Projected Floor Plans", enter that text in the "Name" field on the Project list page.
For each type of search, there are some important key fields that are commonly used.
More information about Resource fields can be found on the "Resource" tab of this page.
If you are on a page listing Projects, the search criteria fields can become a bit more intimidating. To help you get accustomed to picking out the key fields on the screen, we recommend you begin by focusing on:
The Global Search
The global search feature is based on the input box at the upper left corner of the screen. By entering a value in that box, you can find any resource that is visible to you within the projects and resources that are stored in the Toolkit. In addition, you will be given the opportunity to find content that is part of the Toolkit application, itself. This will allow you to find, for instance, the instructions contained on this page.
The dual nature of this search bar can be seen in how the search results are presented. You will initially be presented with a list of documents, and a button will be displayed saying, “Search the World Class Facilities Webpages”.
Clicking this button will initiate the search for web content within the Toolkit application.
Allowable Search Values
The search capability of the World-Class Facilities Toolkit is highly sophisticated, and can accept a wide range of criteria.
Need More Sophisticated Options?
Everywhere you have the option to enter search text, you will also see a button that looks like this:
Clicking this button will provide you with a detailed explanation of all the search options available to you.
Briefly, all the usual wildcard characters like "*" and "?" will work in Toolkit searches. In addition, you can use logical words like "AND" and "OR", if necessary.
The most common internet browsers are Microsoft Internet Explorer, Google Chrome, and Mozilla Firefox. The World-Class Facilities Toolkit site has been designed for optimum performance and viewing experience in the latest versions of any of these. Other browsers or older versions of the browsers listed above may have difficulty rendering certain pages correctly or as intended.
Navigating the Toolkit
Navigation throught the Toolkit site is accomplished through a combinations of menu bars locateed at the top and bottom of the page, and on-page links provided in the immediate context of the information.
The top navigation bar is organized according to the primary functions of the Toolkit—Knowledge Center; the three tools, containing Checklist, Project, and CIDM; and the Analytics page. To the right side of the menu, there are links to a Contact Support page, personal account information, and the Log Off function.
The footer offers direct access to policy statements and general information about the site.
A global search feature is available throughout the site, located in the upper right-hand corner of every page
WCF Toolkit Notifications System
The WCF Toolkit has a built in notification system where it allows users to follow specific Projects, Folders, or Resources that they would then receive automated notifications about if a change is made to them. Users have the ability to customize which types of events they want to be notified of as well.
Following a specific resource will notify a user of any of the following events:
Following a specific folder will notify a user of any of the following events:
Following a specific project will notify a user of any of the following events:
*Default notification setting for all users
How to Follow/Stop Following
It is simple and easy to follow a project, folder, or resource.
You may follow a project by clicking on the Tools menu in the main navigation and then selecting Project Tool | View Projects. Find the project you wish to follow in the list of projects and then click the “Follow” button on the right side of the project listing. You will then receive a confirmation message. Click “Ok” and then you are officially following a project.
This Follow button is also located on the main project view screen near the top where the Project Title is displayed.
If you would like to follow a folder then you need to go to the main project view screen and select the folder that you would like to follow. The follow button will be displayed to the right of the selected folder’s name at the top of the resource list. Click the follow button and then click “Ok” on the confirmation message.
If you would like to follow a specific resource it is the same concept as following projects or folder except you may follow a resource form any screen where you can see a resource list. The easiest and fastest way to follow a resource would be to type the doc ID into the global search field at the top right of any screen on the WCF Toolkit and then click the search button. Once you see the resource listed in the result set you will see the Follow button on the right.
Users can change their notification settings from the Notification Settings screen located in their profile. These settings determine which event types the system will notify them for all of the items they are following. The screen lays out all of the possible event types with check boxes. In order to receive notifications for each event type the user needs to check the boxes of the desired types and click the “Save” button.