1. Occupational Hygiene training specification
This specification sets out the operational requirements of the site to assist the developers and
designers and establishes the scope of the project which will be signed off by OHTA
stakeholders.
Aspirations & remit
1. Enable the development of, and access to approved training materials in multiple
languages
2. Market courses and qualifications to potential students and put the students in touch with
the course providers.
3. Stimulate growth of a global hygiene community where people freely share training and
educational materials.
Stakeholders
Unregistered visitors
Visitors to the site will generally form 3 groups:
Professional Occupational Hygienists
Qualified hygienists who are already trained to some degree. Looking to advance their
knowledge or share their own experiences and insights on the forum.
Prospective students
May wish to learn more about what occupational hygiene is and the various associations,
in addition to looking for training and events on the site.
Employers
Looking to train their teams or find out about events.
Registered visitors
Training Providers
Promote their own organisation and training events which they are holding.
National Associations
Upload information about themselves, promote membership in their region.
Examining Board
Promote value of qualifications and publish registers of award holders.
Forum contributors
Any visitor can also register on the forum which will allow them to rate approved training
materials and events, publish comments and share their own unapproved training
materials.
Super Administrator
Likely to be just a handful of people who are part of OHTA or bohs. Oversees the entire site
with access and edit rights to all dynamic content.
• Creates login accounts for approved training providers
• Edits the content on the about section
• Manages the directory of qualified hygienists
• Maintains the national association profiles
• Administers the forum
2. Brand
The project is made possible by numerous national and international organisations which
together have formed a limited company known as OHTA (occupational hygiene training
association). This organisation is predominantly a shell company and it has been requested
that it is kept low-key and not promoted as a new brand in itself.
The purpose of the site is to promote training in the industry rather than any particular
organisation. Consequently, the site is a hub for lots of oh partners and will be branded
“occupational hygiene training” or “occupational hygiene training centre”.
Ioha have endorsed the project and the site will bear its logo along with the caption
“supported by”.
Note that as there is no funding allocated for a branding exercise red magma will produce a
simple logotype and visual identity as part of the website design but will not be able to commit
lengthy planning and production time for this.
CMS
The CMS is a bespoke application which is tailored to allow you to edit what you need and
ignore what you do not.
The majority of the site will be designed and coded by our team to achieve the best usability,
look and feel and technical optimisation of the site. As part of this process, we will establish a
number of flexible page templates which a Super Administrator can then populate and edit
without having to worry about presentation.
The Super Administrator will be able to create additional pages from the templates and edit
and manage the content without technical skill or training.
There will be a variety of additional tools bolted onto the CMS to meet the needs of the project,
such as the ability to upload training materials or edit a calendar of events. These will be
specified in detail later in this document.
Fundamental site structure
Content on the site is split into 3 parts:
About (organisations and people)
Containing information regarding partner organisations (national associations, IOHA, OHTA etc).
A dedicated area on the site for qualifications info and background to the OH industry and
possibly a directory of qualified hygienists will also reside here.
Training (approved materials, providers & events)
The repository for approved training materials and training events. This content is clearly
distinguished from other parts of the site using a pink colour-code in order to keep it separate
from any user-generated content (which will be marked with green) and thus help to ensure it
is legally defensible.
Forum (user-generated content)
An area for user generated content and discussion. This is the only part of the site to require a
username and password in order to take part. Becoming a registered member will also enable
other features such as rating courses, events and training providers.
Site navigation
Level 1 (homepage)
4. Copywriting principles
To ensure good usability and search optimisation we will endeavour to:
• Avoid use of acronyms
• Keep titles short, particularly in navigational elements
• Use plain language where possible for easy translation
• Use sentence case for titles (this is a usability best practice)
• Break longer copy with subheadings and anchor page links
Design standards
As this is a large site we are keen to employ best practice usability and information architecture
from the outset. Our intention is to produce a highly polished site which can be scaled up as
the project grows. As part of this, we have established a design code which will be employed
throughout:
Level 1 nav
Widgets
Level 2 nav
H1
H2
H3
Link type
Link type
Call to action
Etc
Sizes and columns, consistent widget design.
Hyperlinks are marked with a > arrow and are in text to aid screen reader browsers and
improve seo.
Drop downs are marked with a / symbol
[+] and [-] icons allow you to show and hide items (see bbc homepage as an example)
5. Performance Stats
RM will install Google Analytics throughout the site which will provide comprehensive data and
on-demand reports to the site Administrators. This is a free service once installed and can be
accessed via http://www.google.com/analytics.
DETAILED CONTENT SPECIFICATION
The homepage
The homepage aggregates content from all three parts of the site to provide a snapshot of
activity likely to be of relevance to all users. This design ensures the homepage provides quick
routes into the site for regular users and displays only the latest and regionalised information.
Geo-location
The homepage will automatically recognise your national territory (based on current location –
tracked via ip-address) and respond to that in the content shown. It will be possible to adjust
the current location using a dropdown menu. This will set a cookie remembering your
preference throughout the site. This setting will affect the following content:
National association
The homepage will show the logo of your national oh representative with a
link to the other associations in the about section.
Training events
Training events in your region will take precedence over training events
abroad. This widget will show the most imminent events first. If there are no
local events it will show the most imminent events elsewhere.
Training providers
Local training providers will take precedence over training events abroad.
The training providers featured on the homepage will be based on user
reviews, with the most popular appearing at the top of the list.
Non-geographic content
Header image
A large letterbox shaped image will appear on the homepage. This may be animated
if desired. This will not be editable via the CMS but it has been suggested that RM
provide a number of alternative images which can be selected at random when the
page loads
Intro copy
An introductory message will appear on the site and invite users to learn more about
occupational hygiene and the qualifications available. Information about OHTA will
be kept low-key and away from the homepage.
[image (annotated)]
6. About Section
Standard Layouts
Cross-promote panels
[site map image]
Standard pages (from templates)
• Abc
o Abc
o ABC
• Abc
News
Currently this is out of scope. However should OHTA decide that a news facility is required, RM
will provide a Twitter account with a feed on the site so that OHTA benefits from exposure on
both its own site and the social network whenever information is published (an example of this
can be seen on our own site, redmagma.com). This will provide the ability to publish 256
character updates and links.
National Association Pages
Each national association will be able to have a page describing itself.
This will be managed only by the Super Administrator from the CMS management panel.
Required Information (as supplied by OHTA)
Full Name: free text field
Acronym: up to 8 characters
Logo: graphic
About : free text field
Website address: (optional) url link
Contact address: free text field
Telephone: International code + number
Number of individual members: 1-99999
Company/organisational membership: Yes/No
National qualifications offered: free text field
Directory of National Associations
This page within the About section will allow users to see a summary all of the National
Associations and providing the following information:
• Logo
• Acronym
• Full Name
• Nation(s) represented
• Link to their feature page
This page will also include summary of and prominent link to the IOHA feature page
7. The national associations will be sorted alphabetically and the page will
automatically update when organisations are added or removed.
If a logo is unavailable a graphic placeholder will appear instead.
About IOHA
This page will use a default template design to describe IOHA, its relationship to OHTA and
provide a link to the official website. The ‘supported by IOHA logo’ at the top of each page
will also link here.
Directory of qualified hygienists
To be maintained by either the faculty or a super admin (tbd). Hygienists will need to opt-in to
this list in order to appear.
8. Training
Training events search
It shall be possible to filter events occurring by:
• Region,
• Topic,
• Or provider
And rank them according to the date each takes place.
Managing events
Training providers and super admins will be able to add new events, edit existing events and
delete events from an admin panel. Training providers will only be able to edit their own events
and not those of other providers.
NB there will need to be a facility for potential training providers to enquire about being added
to the system and for resetting forgotten login details.
Training provider profiles
Training providers will be able to maintain a profile page which describes their organisation.
This will include: name, address, contact info, description, logo etc.
Training provider management panel
Training providers will have their own login and management panel to update their profiles and
events.
Register interest in an event
Users will be able to submit an email via an html form which will be sent to the training
provider’s chosen email address (determined in the admin panel). The tool will also need to
send an auto-receipt to the user’s email letting them know that the training provider has been
notified.
Languages
Training providers will want to be able to describe their events and their profile in local
language in addition to english. Input forms completed by providers may be tagged with
language metadata with the option to add another language if desired. Content will then be
marked with an ‘also available in: [languages]’ button when the default english content is
viewed by users.
[insert image]
Approved training materials
Search
Users will be able to filter the approved materials by
• Training level
• Topic (predetermined categories?)
• And language.
Urls
Filters will be posted to the url query string so that visitors can send links to colleagues or
bookmark searches. If users cut and paste the url the site will still operate as expected.
Languages
As with the training events the default language will be english with the ability to tag extra
versions in new languages.
Admin
Only a super admin will be able to upload approved training materials (? Tbd)
9. Approved Course Provider Pages
Each national approved course provider will be able to have a page describing itself which will
be self managed from a dedicated management panel visible only to themselves and a super
admin (who shall have oversight, and ability to edit all course provider pages).
Required Information (as supplied by OHTA)
Company Name: free field text
Logo: graphic
Contact Person: free field text
Company contact details: free field text
Website link url link
Email for enquiries: mailto link
Telephone number: international code and number
Company description: free text field
Occupational Hygiene Training Courses run: free text field
Geographical coverage: free text field or could this be a
selection box to enable the company
to select the countries they cover
Languages supported TBC
10. Forum
Management panel
Upload download files
Comments
Third Party solutions
Voting
Forgot password, self management
Training
Legal notices
Access to the legal notices will be made available from every page of the site via the footer.
In addition to this, users will be reminded of the Terms of Use and Privacy Policy whenever they
make a data submission or download property from the server. At these key moments of
interaction it will not be possible to proceed without confirming acceptance of the policies via
a checkbox. The pages affected will include:
• Submitting data via contact forms
• Membership registration
• Uploading of files
• Downloading materials
Contact form standards
The site will include number of contact forms which will be set up by RM and not editable in the
CMS. The forms will submit emails to agreed mailboxes (TBD). Recipient email addresses will
never be published on the website as a matter of policy unless they involve a centralised
mailbox (such as info@ohta.com) rather than that of an individual.
Triage
It is possible to forward emails to different addresses depending on the nature of the enquiry.
Messages submitted will not be held in the site database.
Security
Any data submitted will be screened for dangerous inputs such as JavaScript or database
queries before being processed by the server. It will not be possible for users to submit emails
from the site which include attachments.
Validation
Data inputs will be validated according to best practice standards and feedback provided if
errors have been made before data is submitted to the server. Typical validation includes:
• Min and max characters
• Valid email addresses
• Empty fields
Captcha
In order to prevent automated spam-robots from repeatedly sending messages via the
contact forms users will have to enter some characters which are displayed on the screen at
the point of submission. We will use best practices in this regard to make the process as
painless as possible.
11. Required contact forms:
Contact OHTA
Purpose: General enquiries and feedback
Email address: TBD
Links from: About OHTA, Terms & Conditions, Privacy Policy
Data: Name
Reply email
Subject (drop down or free text TBD)
Message (free text)
Course provider application (TBD)
Purpose: For prospective course providers to register their interest
Email address: TBD
Links from: Training Search, About OHTA, Training providers
Data: Name
Organisation
Reply email
Message (free text)
References or credentials TBD
Contact a Course Provider
Purpose: General enquiries for course providers
Email address: Depends on course provider selected
Links from: Course provider feature page and course provider events page
Data: Name
Reply email
Subject (drop down or free text TBD)
Message (free text)
12. Priorities
Our agreed priority is to get an operational website live in time for Christmas. This will include
the About and Training parts of the site but will not include the Forum and user-generated
content zones or community features such as the rating and commenting systems. The
additional features will be bolted on in Q1 of 2010.
ESSENTIAL BETA – 22nd December
The first functional release, before the ‘polish’ has been applied
ESSENTIAL GOLD – 18th January
The critical content is finalised and ready to be made available to the general public.
