Overview

Use the Govern Inspectors user form to set up accounts for inspectors. This setup is performed in the Govern user application form in order to provide access to the Name and Address (N&A) data and user form. When the N&A form can be accessed, before or after saving the record, and how, as a standard or a modal form, varies according to your setup. See Configuring the Inspector Form in the OFD It can be opened directly from the parameter or only after saving the record. It can be opened as a modal form or as a standard form.

The Workflow Inspectors form has the following features:

• Search for existing name and accounts to create an inspector
• Create, update, and delete inspector accounts
• Assign inspection types to an inspector.
• Automatically assign all new inspection types to an inspector

Documentation

To view this form in pdf format, click on the following link:
103-wm-frm-006InspectorAccountsInspectorAccounts.pdf

Prerequisites: Queries

The following queries are required:

• WM – Territories
• wmLinkName
• wmLinkName
• syActiveUsers

WM – Territories

Select * FROM VT_USER

where table_name = (ISNULL ((select TOP 1 LOOKUP_TABLE_NAME from OF_BE_ATTRIBUTE a

inner join OF_BE_ATT_LOOKUP l on a.ATTRIBUTE_ID = l.ATTRIBUTE_ID

inner join OF_BE_MAPTABLE m on a.ATTRIBUTE_ID = m.ATTRIBUTE_ID

inner join OF_BE_COLUMN c ON m.COLUMN_ID = c.COLUMN_ID

inner join OF_BE_DTOBJECT t ON c.DATA_OBJECT_ID = t.DATA_OBJECT_ID

where DATA_OBJECT_NAME = ‘PC_AREA’

and LOOKUP_TYPE = 0

AND COLUMN_NAME = (Select Insp_terr_field from WM_PARM_DEPARTMENT where DEPT = @iddept_id)), ‘INSPTER’))

Description

This query gets the codes from the validation table specified for Inspection Territories for the current department. This is illustrated in the following screen shot. The Inspection Territory table is used (VT_USER INSPTER).

wmLinkName

SELECT (ISNULL(NA_NAMES.FREE_LINE_1,”)) NAME_DESC FROM NA_NAMES WHERE NA_NAMES.NA_ID=@attrNA_ID

Description

This query displays the inspector on the Workflow Inspection form in Govern.

naName

SELECT (ISNULL(NA_NAMES.FREE_LINE_1,”)) NAME_DESC FROM NA_NAMES WHERE NA_NAMES.NA_ID=@idna_id

Description

This query gets the name description for the selected name.

syActiveUsers

SELECT USR_ID CODE,NAME SHORT_DESC_EN,NAME LONG_DESC_EN, NAME SHORT_DESC_FR,NAME LONG_DESC_FR
FROM USR_USERFILE
WHERE INACTIVE_DATE IS NULL
ORDER BY NAME

Description

This query returns the active user accounts from the Govern database.

Setting Up Validation Tables for Territories

Inspection Territories are mapped to a user-defined User Validation Table in GNA. By default, this is the Inspection Territory table on the Property Control > Property Area from.

However, you may want to use another table, such as Neighborhood or School District, for inspection territories.
You can use any table that meets the following conditions:

• The table is in the PC_AREA entity.
• The table is linked to an attribute that is defined as a lookup and that is mapped to a validation table.

In the PC_Property Area entity, the Inspection Territory attribute is defined as follows:

• The setting for the Predefined Content is Lookup.
• The attribute is mapped to the User Validation table INSPTER.

Other tables that can be used include:
Fire District, Special Districts, Park District, School District, Flood Zone, Income Neighborhood, Neighborhood, Polling, and Precinct

Changing the Table Used for Inspection Territories

By default, the user validation table used for selecting inspection territories for the inspectors is the Inspection Territory table on the Property Control > Property Area from. Each department can be use a different table for their inspection territories. However, each department can use only one table.

To specify a table for inspections:

1. Launch GNA.
2. Select Application Configurations > Departments > Inspection.
3. Select a table in the Inspection Territory Field.
4. Click Save.

For details see Workflow Types.

Configuring the Inspection Model and Entity in the Business Entity Designer (BED)

The required configuration for the Inspector form in the Business Entity Designer (BED) comprises the following:

WM_INSPECTOR Model

The WM_INSPECTOR Model contains the WM_INSPECTOR entity.

You can change the description and labels for the model or configure it for use in the Query Tool if required.
Refer to the Business Entity Designer (BED) and Query Tool documentation for details.

WM_INSPECTOR Entity

The WM_INSPECTOR is the root entity. It is mapped to the WM_INSPECTOR table.

WM_INSPECTOR_ID Attribute

The WM_INSPTECTOR_ID is configured as a Govern Identity.

Territory Attribute

The Territory attribute is linked to the wm_Territories query.

User ID

The User ID attribute is linked to the syActiveUsers query.

Name

The Name attribute is linked to the wmLinkNames query.

Configuring the Inspector Form in the OpenForms Designer (OFD)

The configuration for the Workflow Inspector form comprises the following:

• Adding the Entity Configuration
• Configuring the Workflow Inspector Controller
• Configuring the Inspection Types Control
• Configuring the Generic Link Controller for the Workflow
• Configuring the Browse for the Inspector Form

Adding the Entity Configuration

Use the Configuration window to set up the following filters for the entity.
System ID: At least one system ID is required. For the Workflow entity, this is the Department ID.
Group By: You can use the Group By filter to define how the Inspector accounts are listed on the Browse window and in the Record Selector.
To modify the configuration:

1. Launch the OFD.
2. Open the Workflow Management form.
3. Select the Workflow entity.
4. Click the ellipsis button in the Misc > Configuration property in the Property Explorer.
5. Select Department Code under Attributes on the left and drag it to Attribute under System ID on the right. Select Department under System ID.
6. Select Name or Territory under Attributes on the left and drag it to Attribute under Group by. This filter is used for organizing the records in the Browse screen.
7. Click OK on the Entity Configuration window.
8. Click Save on the OFD.

 

Configuring the Inspection Types Control

The Inspection Types Control is used for displaying the Inspection Types on the Inspectors user form. These can be The Inspection Types are displayed on the Inspectors form. You can select all the applicable types.
To configure the Inspection Types control:

1. Launch the OFD.
2. Open the Inspections form.
3. Select Custom Control in the Controls explorer and drag it into position on the OFD editor.
4. Select the new control on the OFD editor.
5. Expand the Misc > Action property in the Property Explorer.
6. Click the ellipsis button to open the Extension selector.
7. Select MsGovern.OpenForms.CustomControls.dll on the left and WM_inspector_Types_Control on the right.
8. Click OK on the Extension Selector.

 

Configuring the Generic Link Controller for the Workflow

The Generic Link Controller is used throughout Govern OpenForms for maintaining name and address information. For the Inspector form, it is used for the Inspector name and address data.
The configuration of the Name Controller is similar to the Inspector Controller.
To configure the Generic Name Controller:

1. Launch the OFD.
2. Open the Inspections form.
3. Select Custom Control in the Controls explorer and drag it into position on the OFD editor.
4. Select the new control on the OFD editor.
5. Expand the Misc > Action property in the Property Explorer.
6. Click the ellipsis button to open the Extension selector.
7. Select MsGovern.OpenForms.CustomControls.dll on the left and CO_GenericLink_Control on the right.
8. Click OK on the Extension Selector.
9. Configure the following properties in the Property Explorer:

• CurrentIDDescriptionQueryName: Select naName – Get Name
• HeaderOverride: Enter a heading between single quotation marks, such as ‘Inspector Name’.
• OpenFormAsModal: Select this option to open the form in Modal mode. Refer to the Modal form documentation for details.
• SelectedFormNameInProfile: Select NA001 – Name and Address
• SelectedIdCode: Select na_id – name id
• SelectedSearchGroup: Select naName – Name Search

Click Save in the OpenForms Designer.

Configuring the Browse for the Inspector Form

As with all Govern user forms, the Browse windows for the Inspectors form can be display on the left or at the top of the form. It can be displayed at all times or only when the user clicks the Browse action button.
You can select the columns that you want to display. They are listed in the order selected in the Group By column on the Configuration window.
To configure the Browse screen for the Inspectors form:

1. Launch the OFD.
2. Open the Workflow Inspectors form.
3. Expand the Browse property in the Property Explorer.
4. Click the ellipsis button in the Columns property to open the Select columns window.
5. Select the columns that you want to display in the Available column and drag them to the Selected column.
6. Click OK on the Select columns window.
7. Select Hidden on Load to display the Browse screen only when you select the Browse action button.
   Otherwise, to display the Browse screen at all times, deselect this option.
8. Select Show on left to display the browse screen on the left of the form. Otherwise, deselect this option to display the browse on the top of the form.
9. Enter the size of the Browse screen in the Size property.

 

Setting Security on the Inspectors Form

Security on the Inspector’s form is set at two levels. The initial security is used to grant or restrict access to the form. This is set in the Govern Security Manager (GSM). Security on the fields and controls is set in the OpenForms Designer (OFD).

Prerequisites

Before setting security on the user form, you need to add the form to a Profile. You need to set user access on the Profile.

Granting Permission to Access the Inspectors Form

To grant security rights to the Inspector’s form:

1. Launch the Govern Security Manager (GSM).
2. Select Applications > Govern > Profiles.
3. Select the required Profile.
4. Select the Workflow Inspectors form.
5. Right-click on the form and select Edit.
6. Select the roles to which you want to grant access.
7. Click Save.

Granting Permission to Access Fields on the Inspectors Form

To grant access to the action buttons and fields on the Inspectors form:

1. Launch the OFD.
2. Open the Workflow Inspectors form (WM006).
3. Select the Security button to switch to Security mode.
4. Select the Security Type, Profile, and Role or User.
5. Select or deselect the Edit and View icons to grant or restrict access to the form.
6. Select the drop-down arrow beside the Name Control, COGenericLink_ Control to grant or restrict access to:
   Create new names
   Search for existing names
7. Select the drop-down arrow beside the Workflow Types Control, WMInspector_Types_Control to grant or restrict access to updating the Inspection Types list for the Inspectors form.
   At this time, the Update Inspection Types option and the Edit button on the WMInspector_Types_Control serve the same purpose. You can use one or the other.
8. Click Save.

Using the Govern Inspectors Form

The Govern Inspectors form is used for maintaining information on inspectors.
To access the Inspectors form:

• Launch Govern.
• Open a Profile that contains the Inspectors form.
• Open the Inspectors form.
• The Inspectors form is independent of the records in the tree view.
• Enter data in the fields on the form as described in the following sections.
• Click Save.

Adding the Inspector’s Name

An Inspector’s name is required for the’ Workflow Inspector form. There are two ways to add an Inspector’s name to a form. Either you can create a new name record or add an existing name to the record.
If you try to save a Workflow Inspector form without adding an Inspector name, a message appears and you are unable to continue.
To create a Workflow Inspector form for an inspector if a name and address record already exists in the Govern database:

1. Click Search for existing.
2. This opens the Name Search form.
3. Enter you search criteria.
4. Click [Enter].
5. Select the required name from the results screen.
6. Double-click on the required name to add it to the form.

To create a Workflow Inspector form for an inspector if there is no record in the Govern database:

1. Click New
   A new Name ID is created and displayed in the Inspector Name text box on the form.
2. Click the Save icon.
3. Click the Name ID.
   This opens the Name and Address form. The form opens in either standard or modal mode depending on your configuration.
4. Complete the fields on the Name and Address form.
5. Click Save on the Name and Address form.

The new Name record is displayed in the Inspector Name field.

Adding the User’s Name to the Form

Select the user name of the inspector from the User Name field (Table: USR_USERFILE).

Selecting a Territory

There are three possibilities for selecting an inspection territory for an inspector.

• Select a Specific Territory.
• Select All Territories.
• Select No Territories.

By default, the Inspection Territory field from the Property Control Property Area form is used for inspection territories. However, another field on this from may be used depending on your setup. See Changing the Table Used for Inspection Territories on page 178.

Linking All Inspection Types

Select Link All Inspection Types to add all inspection types to the inspector’s account.
If the option is selected, you cannot remove any inspection types. In order to remove inspection types from the Inspector’s form, unselect this option, then unselect inspection types. If you unselect the Select All option, then all inspection types are unselected.

Setting the Inspector’s Account to Inactive

Select the Inactive option in order to set the selected workflow inspector account to inactive. When this option is selected, you can maintain existing inspection records, but you cannot create new inspections for the inspector.

Selecting Inspection Types for the Inspector

Select the Inspection Types in the list box that the inspector can perform. Inspection schedules are defined by availability, territory, and inspection type.