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Difficulty: novice

Content

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Learning Objectives

After reading this article, you’ll be able to:

  • Perform the Solution-based rollout for Masterdata: Properties and areas

How to navigate to the rollout

To start the solution-based rollout for Masterdata, we have to navigate to the starboard. Then click: Solution-based rollout and select Masterdata: Properties and areas. After selecting Masterdata click Rollout selected solutions. This will provide you with a short explanation like the one below.

After this a new page will open:

Steps to follow

Step 1 Settings to be determined

Tip: We go over the settings in the table below. However, hovering over the field you are filling in will often provide you with the same help text:

Setting

Description

Contextual access to properties

By default, various user groups have access to (all) properties, so that anyone who is allowed to create a request, for example, can select any property. If this setting is set to Yes, the access to the object ‘Property' is adjusted so that only the specific groups ‘View properties’ and ‘Edit properties’ have access to properties. This gives the option to give (certain) users th(is/ese) group(s) only in the context of a certain property (via the tab 'Authorized users’ on a property) and thus only give these users access to those specific properties.

Expand
titlePredefined settings

There are some predefined settings. If these need to be adjusted this should be done via the "Module settings" button on your startBoard > ‘Masterdata’ tab.

Setting

Description

Use properties and areas

If this field is set to “No”, the option to choose a location is hidden in these processes:

  • Register meeting room reservations

  • Customer has multiple locations and wants to be able to link a location to requests and/or visitors

Show areas directly as number less than

In the tab areas in a building, the areas are shown immediately if the number of areas is no more than the value in this field.

Use insurances

If this field is set to Yes, the tab to added insurances for a building becomes visible. (Visible and managed by group 3. change buildings (GOB-G007)).

Use property valuations 

If this field is set to “Yes”, the tab “Valuations” will be avaible on the property for the group “Edit Properties.” Different kind of valuations can be registered on this tab, like property value.

Area unit

In what unit the area should be shown.

Expand
titleManage Area Categories

If these need to edit the area categories, this also can be done via the "Module settings" button on your startBoard > ‘Masterdata’ tab. At the bottom you will see an include with a “Manage Area Categories” tab. Here you can change the categories of an area.


Step 2 Start rollout

Info

In contrast to other rollouts you might notice that you do not have the option to generate an end user profile. To make properties/area’s available in end user profiles, the authorization groups (e.g. View/edit properties) need to be:

  1. added to an existing user profile, or;

  2. you can use the ‘Create user profile’ button on your startBoard

More on User profiles in /wiki/spaces/~62e256719974783acc356c63/pages/40075271.

What happens when clicking Start?

  • You move on to the next page of the Wizard.

  • Relevant imports are created, in the next step we will go over these imports.

Expand
titleAuthorizations

The following groups can be assigned to users:

Group

Reference

Comment

2. view properties

GOB-G022

Group gives view rights on propertys and areas.

3. edit properties

GOB-G007

Group gives create and edit rights on properties and areas.

9. Access to navigation menu properties

FMB-G140

If contextual access to properties is used (Settings, master data), this group can be assigned to users to access the navigation menu option "Properties". Access to specific properties should be given via the "View properties" or "Edit properties" group (in the context of a property). If users are given the group "View properties" or "Edit properties" overall, they already have access to the navigation menu option "Properties" with that group.

Step 3 Check data and close the rollout.

On the next page we can check all items that have been created. This also contains a checklist we can follow.

For importing data we take you through the basics steps on how to import SBR data. More details on imports can be found in this article Imports.

  • The import files created in this SBR are the imports for properties and areas. To download the import template:

    • navigate to the “Relevant imports” include

    • Click Generate import template

    • Click the download icon next to the loop to download the template.

    • Send files to the client

  • Import files received and approved

    • Click Upload import file and upload the import file obtained from the customer.

If everything is handled we can close the rollout by clicking the close button.

Summary

Rw ui textbox macro

Steps in the Solution Based Rollout:

  • Determine settings

  • Start rollout

  • Check data and close

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