---
title: "SOP: Black & Veatch (BV) New Site Launch + Project Setup"
description: SOP for Black & Veatch site launches covering org hierarchy (BV/BVCI/OCI), form templates, scheduled reports, SSO setup, user approvals, and site ID migration.
---
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# SOP: Black & Veatch (BV) New Site Launch + Project Setup
## Standardized procedure for launching new Black & Veatch (BV, BVCI, OCI) sites, forms, reports, and user access
## Purpose
To define the standardized process for every new Black & Veatch (BV) site launch. **Anyone who sees a BV request — new site, user access, reports, forms — should reference this SOP.** Applies to all BV entities: BV, BVCI, and OCI.
**Scope:** Customer Support · Data Support
---
## BV Key Contacts
- **Alisha Groh** — Role: Application Support Analyst; Email: [GrohA@bv.com](mailto:GrohA@bv.com)
- **Jessica Horne** — Role: Application Portfolio Manager; Email: [HorneJ@bv.com](mailto:HorneJ@bv.com)
- **Taylor McAllister** — Role: Senior Application Analyst - EHS & Security; Email: [mcallistert@bv.com](mailto:mcallistert@bv.com)
---
## Quick Reference: BV User Types
- ****Role**** — **Timekeeper / Office Manager**: Full Site Admin; **Safety, Site & Construction Manager**: Standard User
- ****Tenant** \*(unhides custom data / timekeeper fields)\*** — **Timekeeper / Office Manager**: Black & Veatch ✅; **Safety, Site & Construction Manager**: Not set ❌
- ****ACO Product Feature**** — **Timekeeper / Office Manager**: Enabled ✅; **Safety, Site & Construction Manager**: Not enabled ❌
- ****Workforce Access**** — **Timekeeper / Office Manager**: Enabled ✅; **Safety, Site & Construction Manager**: Not enabled ❌
- ****Site Workers Access**** — **Timekeeper / Office Manager**: Enabled ✅; **Safety, Site & Construction Manager**: Not enabled ❌
- ****Scanning**** — **Timekeeper / Office Manager**: ✅; **Safety, Site & Construction Manager**: ✅
- ****Text Message Capability**** — **Timekeeper / Office Manager**: ✅; **Safety, Site & Construction Manager**: ✅
- ****View / Report Access**** — **Timekeeper / Office Manager**: ✅; **Safety, Site & Construction Manager**: ✅
- ****SSO Provider**** — **Timekeeper / Office Manager**: `blackveatch_microsoft_entra`; **Safety, Site & Construction Manager**: `blackveatch_microsoft_entra`
---
## Procedure
- Step 1 — Launch the Project
Follow the SOP: Launch Protocol to create and activate the site. Return here immediately after the site is live.
> **Site naming:** Do not include the project number in the site name. BV site names follow the standard `PROJECT_NAME: CUSTOMER NAME` convention only. >
- Site created and set to Active
- Slack channel created per naming convention
- Site name does not include project number
- Step 2 — Org, Assets & Hierarchy
Every BV site belongs to one entity. Confirm before configuring anything else.
- ****OCI**** — Description: Overland Contracting Inc.
- ****OCI Grid**** — Description: Overland Contracting Inc. — Grid \*(nested under OCI)\*
- ****BVCI**** — Description: Black & Veatch Construction, Inc.
If not clear from the launch request, reach out to Alisha Groh and hold all remaining steps until confirmed.
Once confirmed:
- Set the correct **Parent Site** in admin
- Upload the correct org **logo** in admin site settings
- Get **flyers made** with the correct org logo and QR codes — QR codes must show the correct company name, not generic BV
- Org confirmed — OCI, OCI Grid, or BVCI
- Parent site set correctly in admin
- Correct org logo uploaded in admin
- Flyers made with correct org logo and QR codes
- Step 3 — Update Forms to BV Standard Template
Replace all forms with the BV standard templates. Do not leave any default or non-BV forms in place. Find them in Form templates under **Black & Veatch / BVCI / OCI standard**.
- ****Pre-registration**** — JSON File: `Updated_Black_and_Veatch_Enterprise_Pre_Reg.json`
- ****Self-registration**** — JSON File: `Updated_Black_and_Veatch_Enterprise_Self_Reg.json`
- ****Visitor registration**** — JSON File: `BV_Visitor.json`
📎 **Form Templates** \*(upload JSON files here)\*
> **Emergency Contact fields must not appear on any BV form.** If present, the form hasn't been updated. Replace immediately and audit all active BV sites. >
- Pre-registration updated
- Self-registration updated
- Visitor registration updated
- No Emergency Contact fields on any form
- Step 4 — Configure Reports
Two categories of reports need to be configured. Recipient list typically comes from Alisha in the setup request — if not included, request it.
**Scheduled Email Reports**
- Configure **Scheduled Morning Report** and **Daily Report**
- Default send time: **7:30 AM Central**
- Add recipients when received (see Step 7 if not yet provided)
**Standard In-App Reports**
- Add all standard in-app reports to the site
- Excludes: Daily Report, Headcount & Hours — those are BV custom reports covered by the Dev ticket in Step 5
Reference: Schedule Reports
- Scheduled Morning Report configured at 7:30 AM Project Time
- Daily Report (email) configured at 7:30 AM Project Time
- Standard in-app reports added (excluding Daily, Headcount & Hours)
- Recipients added (or pending — see Step 7)
- Step 5 — Request Custom In-App Reports from Dev
Submit immediately at launch. Lead time applies — do not defer.
Custom BV in-app reports that require a Dev ticket:
- **Daily Report** (in-app)
- **Headcount & Hours**
**Redash references (Arjay + Nate can add now):**
- [Daily Report dashboard](https://dash.us.sitemetric.com/dashboards/26893?p_date=d_yesterday&p_site_id=TN15626119)
- [Headcount & Hours dashboard](https://dash.us.sitemetric.com/dashboards/28506?p_date_range=d_last_30_days&p_site_id=GA64335984)
1. Go to **#dev-reporting** in Slack
2. Create a new item in the **Slack List**
3. Include: site name, site ID, and reports needed (BV Daily Report + Headcount & Hours)
- Request submitted to #dev-reporting Slack List (lead time noted)
- Step 6 — SSO & User Configuration
Triggered when user emails are received. **All BV users require approval before any invite is sent — this includes Sitemetric internal employees.** Confirm with the Customer App User Account Approvers Matrix.
**SSO:** Set each user's Provider to `blackveatch_microsoft_entra`
**Domains:** `bv.com` · `bvci.com` · `overlandcontracting.com`
After inviting, send a **separate SSO login instructions email** — the auto-activation email does not include SSO steps. Use the template in SSO & Troubleshooting.
> If a BV user says their password isn't working, they're trying password login on an SSO account. Re-send SSO instructions — do not attempt a password reset. >
Configure each user per their role — refer to the **Quick Reference** table above.
- All users approved before invites sent (including any Sitemetric internal employees)
- All users set to `blackveatch_microsoft_entra` SSO
- Timekeeper/Office Manager: tenant = Black & Veatch, ACO, Workforce, Site Workers
- Safety/Site/Construction Manager: standard user, no tenant, no workforce, scanning + view/report + text messaging
- SSO login instructions sent separately to all new users
- Step 7 — Add Recipients to Scheduled Reports
When the distribution list is received, add to both reports configured in Step 4. If not received within a reasonable window, follow up before the site goes live.
- Recipients confirmed and added to Scheduled Morning Report
- Recipients confirmed and added to Daily Report
---
## Final Sign-Off Checklist
- Site launched and active
- Org designated (OCI, OCI Grid, or BVCI), parent site and logo set correctly
- Flyers made with correct org logo and QR codes
- All forms updated to BV standard — no Emergency Contact fields
- Scheduled Morning Report configured (7:30 AM Central)
- Daily Report configured (7:30 AM Central)
- Standard in-app reports added (excluding Daily, Headcount & Hours)
- Dev custom report request submitted to #dev-reporting Slack List (Daily + Headcount & Hours)
- All users approved (including any Sitemetric internal employees), SSO configured, roles set correctly
- SSO login instructions sent to all new users
- Report recipients added to both scheduled reports
---
## Site ID Update Procedure
- If a site ID needs to be updated due to a state change
For active projects, involve Dev to update the ID directly rather than cloning.
**First — confirm activity level:**
- **Highly active** → involve Dev to update the ID directly, do not clone
- **Low activity** → cloning may be appropriate, but all items below still apply
**Checklist:**
- Users gain access to the new site ID
- All badges assigned to the new site
- All zones copied over
- All reports copied over
- Worker site access list carried over
> Do not close out or decommission the old site until every item above is confirmed. >
---
## Notes & Escalation
- OCI vs. BVCI vs. OCI Grid unclear → hold all steps, confirm with Alisha before proceeding
- Timekeeper/custom data fields missing → escalate to Dev before site goes live
- Emergency Contact fields found on a BV form → replace immediately, audit all active BV sites
- BV user reports password issues → SSO troubleshooting only, no password reset
- Sitemetric internal employees accessing BV sites → approval required, same as external users
- Site ID update on active project → loop in Dev before any action
---
**Owner:** Customer Support
**Applies To:** All new Black & Veatch site launches, BV user requests, and BV site ID updates
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