Setup Protocol Form

The Setup Protocol form is a standard part of Chateau Onboarding. It tells us what you want to include and exclude in your database. Please note, you can still change any items on this list after the onboarding process. Just contact our Support Team when you decide to do so.

If the form was completed by you without, or after, the meeting with LDARtools, please email the completed form to chateauonboarding@ldartools.com.

1. Copy over preferences from existing Chateau Database?

   If you have an existing database with us and would like to adopt the exact setup in the new database, please check this option and specify the database from which you would like to copy the preferences.
   
   Note:

   • If you choose to copy preferences from an existing database, skip sections 2 and 5.
     
      

2. Mapping considerations

   This section helps us design your new database in an intuitive structure and ensures a smooth data transfer process.

   
    

3. Considering the data you will supply to us, how long do you want us to look back for DeActivated Components?
   
   —and—
    

4. How long do you want to store Inspection records?

   To align with your regulatory or administrative requirements, please specify how long should we look back for Deactivated Components, and how long you wish to retain Inspection records.

    

   • Note for items 3 and 4: These are for importing your past records only. We will never delete your future data without your permission.
     
      
5. Do you want to store Process Units in addition to Location Units (LUnits) for each component?
   
   Please see the LUnit or Process Unit? article for the definitions of Location Units and Process Units.
   
   
    

6. Will you be using Chateau to help manage AVOs (sometimes referred to as “Visuals”)?

   Chateau provides a simple and efficient way to schedule AVO inspections and track AVO events, and we highly recommend taking full advantage of this feature. However, if you already have an existing AVO management system and prefer to continue using it, we also offer the following alternative options.
   
   
    

7. Special Component Status

   This serves as a reminder, if you have any of the following details available, please send them to us for import.
    

    

8. Special MMQ Setting
   
   From the two available options, please indicate how you would prefer Chateau set to assess the MMQ status when a component comes off of DOR, if you have MMQ components.
   
    

9. Special Upstream (or Survey) Setting
   
   From the two available options, please indicate how you would prefer your database loaded for any application in which technicians are performing surveys of component groups or entire sites, rather than point-to-point, component-by-component inspections.
   
    

10. Work Performed Tracking Feature
    
    Please indicate whether you would like to enable Chateau's feature enabling you to track, report on, and assess the number of days Technicians spend performing specific types of work (e.g., Focused Monitoring vs. DTM Monitoring vs. Tagging Projects, etc.). See our Work Performed article for more information.
     

11. What regulations, permits or consent decrees is your facility subject to? (e.g., VVa, HON, Reg 5, GGGa, BWON, etc.)
     

    Please let us know the regulations, permits, or consent decrees your facility is subject to. This is for us to provide rule templates with lists of monitoring frequencies, exemptions, leak definitions, and response days considered standards for these rules.
    
    We can potentially accommodate requirements outside the premise mention above, for regulations like Appendix K. Please let us know if this is your case.
    
     
12. Please indicate, for each of these items, which is true…
    
    This will help us fine-tune your rule templates.

    
     

13. Applying Rules to Components
    This will help us define how rules will be applied. Please enter each rule separately and as specifically as possible.

    
     

14. Who will be the Administrators of your database?

    —and—

15. Do you have any contractor employees who will be Administrators of your database?
    
    —and—
16. Do you have any contractor employees who will be able to ADD USERS to your database?
    
    Send us the names and contact information for who will be Administrators of, and those who can add users to, your database. See the Chateau Roles article for details on the different Chateau roles.
    
    
     
17. Who can add a new user’s email to the Chateau system for your company?
    
    We will use this list to populate your Can Add Users Security Group.

Single Sign-On

Select whether Single Sign-On will be set up for your database. For SSO prerequisites, see the Signing in with SSO article.

Form Completion Record

Provide the name of each person completing the Setup Protocol form along with the date of completion.