Data Conversion Data Grooming Process

In the Framework application Framework Advanced Register Management (FWARM), a register has been created which lists basic information that should be updated for jobs that have been converted into Framework from another system (i.e. Databuild). This register includes the following basic content:

Job Number – locked and for information only
Client Name
Lot #
Land Street Address
Land Street Number
Land Suburb
Land Postcode
Sale Reported
Initial Deposit
PreAdmin Administrator
PreAdministration Complete Date
Admin Administrator
Contract Signed Date
Contract Amount ex GST – note that this and the Contract GST Amount and Contract Amount inc GST figures MUST all add up to the calculated figure
Contract GST Amount – note that this and the Contract Amount ex GST and Contract Amount inc GST figures MUST all add up to the calculated figure
Contract Amount inc GST – note that this and the Contract Amount ex GST Amount and Contract GST Amount figures MUST all add up to the calculated figure
Administration Complete Date
Construction Manager
Construction Supervisor
Construction Administrator
Site Start Date
Base Complete Date
Frame Complete Date
Fix Complete Date
Lockup Complete Date
PCI Complete Date
Settlement Date
Construction Complete Date
DLP Expiry Complete

Updating this data across the converted jobs will include basic information required against a job and also ensure that it is in the correct Work Flow stage for reporting purposes. Updating data into these fields within FWARM will result in the data being updated immediately into Framework.

DATA GROOMING

Running the Register in FWARM to commence the data entry for data grooming

Log into FWARM and select “Register” from the two options on the Home page:
Select the “Data Conversion Data Grooming Register” Workbook and “Data Conversion Data Grooming Register“ worksheet as per the below two screen shots. Then hit the Refresh button.
A list of all the converted jobs will appear
Start entering the data for the selected jobs in the fields listed. Any field shaded yellow (i.e. job number) is just shown on the Register for information purposes and cannot be edited/updated.

If you would like to add fields to the Register to capture additional content as part of the data grooming of the jobs or remove any fields as they are not required, please advise the Insula consultant and they will update the Register.

REPORTING

Once the data entry has been completed for the jobs, run the update Work Flow stage database tool in Framework.

From the File menu, select "Database Tools".
Select "Update Workflow Stage" from the left and on the right, click on the arrow next to "Apply To" and select "All Jobs". Click "Start" to apply the update

The following reports can then be run to confirm that all jobs are sitting in their correct Work Flow stage:

Pre-Administration

Report Profile #5002 – Work Flow: Pre-Administration Overview A3

Administration

Report Profile #194 – Work Flow: A3 Admin Overview

Construction

Report Profile #253 – Work Flow: A3 Construction Overview

Maintenance

Report Profile #5003 – Work Flow: Maintenance Overview

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