Why can’t a non-Admin user see reservable spaces in organization?


We have some reservable spaces with system geography and system organization settings. A non-Admin user also has the same geography settings. There are security groups for reservations, and organizations and geography security groups are assigned to him. The geo and org security groups have the same geo and org as the space and profile. But the non-Admin user still isn’t able to see spaces.

He is only able to see them when the first level of the org hierarchy is provided in the group (i.e. \Organization). But as soon as the second level is given in the group, he isn’t able to see them. Can anyone help me on this? I think there is some issue in the org, but I don’t know exactly where it is.

[Admin: To see other related posts, use the Geography tag or Organizations 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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Why doesn’t the SQL data match the viewed TRIRIGA application data?


Is anyone using the system organization for their security groups? We have noticed a problem to which IBM doesn’t seem to be giving enough any attention, and I’m wondering how many clients have even found this yet.

I posted the following statement in IBM developerWorks hoping to get some attention. We are starting to notice a few areas where the SQL data doesn’t match what is viewed in the application. Here is an example:

  • (1) First, you need a query that displays a list of leases and one of the columns is the system org. (Make sure that column has a user filter.)
  • (2) Now, note the system org name on one of the records.
  • (3) Go to that org record. Edit the org name (for example, add “test” to the end of it), and activate the org record.
  • (4) Go back to that query.
  • (5) The system org displays the new value on the lease and in the query.
  • (6) Enter a user filter for “test” in the system org column. But the query doesn’t recognize the edit…

[Admin: The same question is also posted in the main Application Platform forum. This post is related to the 01.04.17 post about filters failing when using changed classification values. To see other related posts, use the SQL tag or Filter tag.]

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IV93595: Workflows in selecting a work resource is not optimized


Go to Tasks > Manage Work Tasks > Work Task. Click Add for a new work task. Create the draft. Go to the Resources tab, and click Find Organization. Select Organization and click OK. The Resources page takes 6-8 seconds for it to refresh and be available to the user for further action.

This process is a synchronous process. The time it can take to perform the action can vary based on the number of records being selected.

[Admin: A similar article is posted in the IBM Support Portal about slow performance when selecting an organizational resource for a work task. This post is related to the 02.01.17 post about a long-running workflow that hangs the form, and the 02.06.17 post about the TRIRIGA Workflow Analysis Utility. To see other related posts, use the Synchronous tag or Performance tag.]

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IV95650: Headcounts are incorrect in graphics section reports


If we apply a report of level 1, and there are more than 1 person assigned to the same space sharing the same parent organization of level 1, the legend only counts 1 headcount, instead of more. Next, if we apply a report of level 2, and there are 2 people sharing the same parent organization of level 2, but they are located in different spaces, the legend counts correctly 2 people, because they are located in two different spaces. But if these 2 people are located in the same space, when we apply the report of level 2, the same error would happen.

We needed to add a check box to the “Graphic Query Report Options” to enable the sum aggregation to sum fields on a color by graphic report even when multiple “Group By” resolves to the same record for the same space. Moving forward, we added a check box to the “Graphic Query Report Options” to enable, when checked, the associated sum fields of graphic report with a “Group By” that is the same “Group By” value for the same space.

For example, suppose that you configure to sum a field on an associated area allocation of a space, where we group by that allocation’s associated organization’s parent. If a space has multiple associated allocations with associated organizations that are different, but have the same parent, then this situations applies. Legacy behavior is to only sum the field on the first allocation for a space (for each unique “Group By”). With the check box checked, the sum of the fields on all allocations will be added. This behavior is similar to how “Group By” works. We will be adding documentation about this new check box, and looking at how to better document the limitations of “Sum”, as well as the configuration of “Count”.

[Admin: To see other related posts, use the Group By tag.]

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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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