| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Return to RMS Management
It is essential to have completed the following step before continuing.
Step 1 - Customer Portal setup
Prerequisites - Integration of Workflow stages to Framework has occurred.
Article Index
| Table of Contents |
|---|
| Warning |
|---|
CRITICAL Changes made to the RMS can significantly alter the underlying Framework ECM database. Please consult with Insula Software before making changes. |
The RMS Table Context screen displays the available tables and how they are applied to reporting. Table contexts are based on an RMS table and are the different types of a specific table.
| Info |
|---|
Example 1 The system contains the RMS table addr. The RMS table contexts that are based on the original RMS table contexts include: |
| Info |
|---|
Example 2 The system contains the RMS table admin_dwgs. The RMS table contexts that are based on the original RMS table contexts include: |
RMS Table Context Dialog
This dialog is used to create an RMS table context. Changes made to this area of the system will be overwritten when an upgrade is performed except for custom default values and customised label modifications.
General Group
...
Field
...
Description
...
Table
...
Physical name of the RMS table in the Framework ECM SQL database to which the RMS table context belongs. Click the Table popup button to select.
...
Name
Logical, or user friendly, name of the RMS table context.
| Info |
|---|
Example - The logical name of the report name alias admin_dwgs^cst table would be Administration Construction Drawings. |
...
Reference
...
Reference name given to the RMS table context. Click the Reference copy button to copy the RMS table context name or manually enter a reference name.
...
Report Name
Report, or alias table, name used in Crystal Reports.
| Info |
|---|
Example addr^client, admin_dwgs^cst, etc. |
...
Has Field?
...
This field/function is currently disabled.
...
Order
...
Order number of the RMS table context. This number determines the order of the RMS Table Context list on the RMS Table Context screen.
Notes Group
...
Step 2 - Customer Portal Stages - Customer Portal mapping setup
There are two ways to map a field to a customer portal workflow task.
1) using a field in Framework ECM OR;
2) using a logistics activity in the Framework Logistics Desktop application.
The nature of the customer portal workflow task will determine which option you use.
How to map a Customer Portal Workflow Task using Framework ECM fields
Firstly you will need to ensure the new workflow stage has been entered into the Perspective Platform. Refer here for a guide on how to add new workflows.
The Nexus Workflow Stage RMS mapping screen is used to map Customer Portal tasks to Framework ECM workflow fields.
...
1 - Navigate to the Workflow Stage, highlight the item and click Edit
2 - Update the relevant field with the Framework field (date) that needs to be displayed on the customer portal
Required? - Add the RMS required field eg: Demolition Required?
Start Forecast - Add the start forecast RMS field
Start Actual - Add the start actual RMS field
Complete Forecast - Add the complete forecast RMS field
Complete Actual - Add the complete actual RMS field
Note: Choose 1 RMS Mapping field unless you using the Required field in addition to.
3 - Enter Notes that may be relevant to the Nexus Workflow Stage
4 - Click OK.
...
How to remove mapping from a Nexus Workflow Stage
1 - Navigate to the Workflow Stage, highlight the item and click Edit
2 - Next to the RMS Mapping field there is an X, click this button to remove the mapping
3 - Click OK.
...
How to map a Customer Portal Workflow Task using Logistics activities
Firstly you will need to ensure the new workflow stage has been entered into perspective platform. Refer here for a guide on how to add new workflows .
1 - Log in to Framework Logistics Desktop
2 - Click on the Administration tab / Activity
3 - Highlight the logistics activity you would like to map the customer portal workflow stage to, and click Edit.
...
4 - Using the pop up button, click to open the list of Customer Portal Wfl Stages
...
5 - Scroll to select the required workflow stage or type into the Name field the desired workflow stage.
...
6 - Click Ok
7 - Click Ok.
How to remove mapping from a Logistics Activity
1 - Navigate to the logistics activity, highlight the item and click Edit
2 - Next to the Customer Portal Wfl Stage field is an X, click this button to remove the mapping
3 - Click OK.
...
Complex mapping requirements
Some customer portal tasks may require complex mapping logic and/or a custom trigger to interpret data and update the task on the Customer Portal.
Some examples:
Issue invoice for BASE stage Progress Claim → Customer portal task is displayed when there is a claim raised date entered and the claim name is BASE stage progress claim.
Process payment and issue receipt → Customer portal task is displayed when there is a paid date entered against the claim and the claim name is BASE stage progress claim.
Apply for a BASIX certificate → Customer portal task appears if the land address state is equal to New South Wales.
Send a copy of the contract to the customers Lending Authority → Customer portal task appears only if there is a lending body entity.
Please contact Insula Software for the technical details on completing complex mappings, if required.