RDS KNOWLEDGE BASE
Data Quality Workgroup Session
- Caroline Reilly
Data Quality workgroup Session #4
Initiatives for review:
- Environmental Form Enhancements
- New Report Workflow (linking reports to records)
- Environmental Reports
- New Report Tool - Concept Review
- Insurance Portal
- Upcoming Release: RR 4.4 (what to look forward to)
- Navigation changes
- Copy environmental records
- Task report
- Recommendations dashbord
- sneak peak at draft release notes
- Concepts for Estimated Risk and Remediation Workflows
Review steps:
- Click here to launch the Refined Risk Development Site
- Login with your first initial and last name. Password is dqreview2018!
- Information on the initiatives being reviewed are provided below.
- As you try out the new feature functionality on your own, consider these guidelines:
- Apply current uses of this feature
- Consider how it would be used by other users in the system (i.e. property managers, operations, executives)
- Consider other uses for this feature / business value
- Ask the question: is this feature useful now? What would make it more useful?
- Please Submit Feedback throughout the session (right click link to open in new tab)
Environmental Form Enhancements:
When configuring Environmental Forms, the user-friendly field configuration screen allows administratore to drag and drop the fields they wish to display on Environmental Record List Screens. Fields can additionally be dragged in order of appearance from the Selected Fields column.
Fields can also be configured for Environmental Record extracts to minimize editing requirements. From the Record List screen extract, the option now exists to select the specific record fields to include in the extract, beyond core property details fields.
New Environmental Report Workflow:
A new workflow is now implemented when adding environmental reports to simplify the steps in linking environmental records to the corresponding report types.
As a starting point, administrators can configure which records are linked to report types by going to Administration > Environmental Reports. Select the report type and then check the reports that should be associated with this report.
Once configured, adding a new report and selecting the report type will trigger the workflow by displaying the linked record type(s) in a floating link bar on the right side of the report data entry page:
Once report is saved, clicking this link will trigger the workflow for the specific report and open the corresponding environmental record list screen. From here, a new record can be added. This record will automatically link to the Report and the workflow options will maintain on the page unless the user navigates away or cancels the workflow.
From the Report screen, the linked records can all be viewed. Any changes made to the record will be automatically reflected in the workflow.
Environmental Reports
Environmental Report extracts are now available from the Reports Module, along side existing Jasper Reports. Users can now run extracts on all or selected properties from this module vs going first to the property level extracts and selecting all properties. Users who prefer to continue working Jasper Reports can simply click on the "Switch to Jasper Reports" button available in the left menu.
