IV97201: Durations for room setup and breakdown aren’t correct


Regarding the setup and breakdown tasks for rooms, the Start and End times of these tasks are only influenced by relevant service assignment matrix (SAM) service level agreements (SLAs), and not by the Room Setup and Breakdown times of the space. If there are no SAM records, the duration of the task is taken as 0 (i.e. the Start and End times are the same).

The Start and End date-times on the reserve work task records that were created for the Setup and Breakdown times on the space were populating the values from SAM (not the reservation). The issue has been resolved to populate the date values from the space by adding a new list value “Use Reservation” to the “Task Assignment Dates Rule” list field on the service plan record, which is used for service plan records that are created for reserve functionality. This will allow the dates to be used from the reservation and not SAM.

Also, the list values “Available Mid-Reservation” and “Available for Entire Reservation” in the “Reserve Service Type” list field on the reserve work task template have been removed, since our current structure does not support these two values for the reservation use case.

Note for upgrade customers: These list values have been removed from the as-shipped application. These values will not be removed through an object migration (OM) package. So, you have to manually remove these values from your environment if they are not being used anywhere.

[Admin: This post is related to the 11.16.16 post about searching for rooms with setup and breakdown times. To see other related posts, use the Reservation tag.]

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How do you have a generic service plan for three organizations?


So I’m trying to figure out the best way to set this up. I have a service plan that has a facilities project template. In the facilities project template, I have three project tasks. In each of those project tasks, I have assigned a specific responsible organization by work group.

So my questions are: If I have three organizations that want to use this same service plan, but they want each of the project tasks to be specific to their responsible organization by work group, how can I just have one generic service plan to satisfy all three organizations? Is there any method to accomplish this requirement in TRIRIGA?

[Updated 06.23.17]

Alright, after some research, I found out the best way to have a generic request class, service plan, facilities project template, and project tasks is by setting up a service agreement for each service provider. And within each service agreement, by creating a service assignment matrix (SAM) for all the possible combinations of request class, customer organization, and location or geography.

Secondly, in the service plan, set the project and task assignment rule to “Auto-Assign to Service Provider”. This will ensure that the workflow fires to check for associated SAM matching records to set the responsible organization for the facilities project record, and the project tasks.

If possible, I would request for a service assignment matrix (SAM) order of precedence and process flow, because it is really confusing functionality. I had to basically deconstruct the workflow to understand which values were being retrieved by the request class, service plan, service agreement, and SAM. Does anyone else have thoughts on the SAM? And tips on how best to maintain it?

[Admin: This post is related to the 11.10.16 post about updating your existing service matrix records, the 09.02.16 post about clarifying how service matrix records are generated, and the 12.11.15 post about finding the process flow diagrams.]

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IV95429: Legacy-applet Resource Manager is having issues


We cannot assign resources using the Resource Manager.

The resource data needed to be sent to the Legacy Availability section applet correctly. Moving forward, several issues were fixed in the Legacy Availability section. One issue prohibited loading when there was resource data, while another issue caused the assignment of a resource to a task to fail and spin indefinitely.

[Admin: This post is related to the 01.27.16 post about being unable to access the TRIRIGA Gantt chart in Resource Manager.]

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Which is the best space field to calculate contractor occupancy?


I have a floor plan with contractors assigned to seats. These contractors don’t have organizations and the occupancy allocation of their spaces is null. Which is the best field on a space record to use to calculate the occupancy of this floor in a report?

The Headcount (Primary) on the space record (triHeadcountNU field). This field gets the count of all the people assigned to the particular space. And then all the space’s headcounts on the given floor are calculated/summed, that is, rolled up to the floor’s headcount field, then building…

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ValuD: How do you reassign organizations in IBM TRIRIGA?


Organizational changes are quite common… Let’s say the sales department moves from one business unit to another in an organizational shuffle. What happens to those notifications and approvals associated with the sales department? What if there are hundreds of records assigned to a contact role in that department?

It is critical that the organization’s facilities software reflects this new organizational structure. This means that associated sales resources (like people, assets, etc.) will need to reflect the organizational hierarchy of the new business unit. Making these changes can be cumbersome and some of the records might get missed.

IBM TRIRIGA allows you to accomplish these tasks easily and effectively. Expert TRIRIGA knowledge is not needed. A basic understanding of Microsoft Office products is all it takes for your administrator to perform these tasks in the TRIRIGA system. Take a look at our “clip-tip” below to learn how…

To know more on how you can do similar tasks with IBM TRIRIGA, enroll in ValuD’s IBM TRIRIGA Portfolio Administration course. This one-day training course will give you an overview on the application of data templates, TRIRIGA security, TRIRIGA licensing, and an introduction to approvals and document manager.

This course is one of our most-highly sought-after courses and helps serve as a foundation for students to learn the capabilities and limitations of the system. We are offering this class either virtually, on site at your location, or at our training center in Dallas. To learn more, please email training@valudconsulting.com.

[Admin: This post is related to the 09.27.16 post about the ValuD training catalog, and the 07.05.16 post about ValuD training for facilities management.]

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How do you remove an approval record from the action items?


I have to cancel an invoice which is in Review in Progress status.

So I have developed a custom Cancel action to delete the approval record as well. But the action items of the assigned person is still displaying the approval record. Meanwhile, the count of the action items has reduced since I have removed the Assigned association from the WFActionItem record. Any suggestions on how to remove the approval record from the action items of the assigned person?

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IV94020: Query calling multiple SQL statements that check permissions


The query engine is calling multiple SQL statements that check permissions for module and form-level access for each row returned.

A sample report runs pairs of duplicated SQL statements with very similar bind variables. It first selects the SERVICE_ID using 3 bind variables, then repeats the process, checking for a Template ID of -1 with otherwise identical binds to the first statement. We see appsec.getValidSecurityServiceIds calls to the APP_OBJECT_PERMISSION that data should be cached.

The query engine was looking up security group tab information for every BO in the report crossed with every group a user is assigned to. Moving forward, we reduced the number of calls to the database for non-admin users when checking security by adding a new cache.

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