What would be easiest way to add contacts and their role to assets and spaces?

[ned]

Hi

I am new to TRIRIGA and I have been tasked to add contacts and their
role to assets and spaces.

We have large number of assets and spaces and it is going to take very
long time to go through each record and attach person to it then
attach role to that person.

Could anyone suggest another way to achieve this?

[courtneydidit]

Was it BusinessConnect? I'm not sure if this is still the programmatic
loading interface as of today.

Preferably, in your case, you'll want to use the loading feature that
takes an Excel sheet as input (forgot the name of it). You can create
records and associations through that feature.

I would suggest you use the ETL approach even if it is a targeted set
of object that must be loaded. Sometimes, source data needs to go
through transformation rules before you can load it in the IWMS.

Good luck !

[Ken Janes]

It depends upon where your data is at. Are all assets, spaces, roles
and persons created or are you in the process of loading the data?
Regardless, if you want to automate this you will need some rules as
to which persons/roles and assets are to be matched up. For example,
if one person is going to be the contact/role for all assets, etc then
that makes the task a little easier. Once you know the rules then you
need to write workflows that (depending on where your data is) either
grabs the data as it's coming in (ie: Data Connect) or grabs the
records in the database (ie: using queries) and associates the records
accordingly. This is a fairly complicated exercise and not for the
novice. :)

Of course you will want to back up your data before doing anything.

\ken

[jaw]

Howdy,

As Ken mentioned, using data connect would be a quick way. I've also
seen editable queries work in situations like this.

-jaw

On Nov 24, 1:11 am, ned <n.va...@unsw.edu.au> wrote:

[ned]

Thank you all for support.

All data is in Tririga.

I created contact role, people data is uploaded and asset data is
uploaded.

I can filter asset data by asset type using queries. Contact role is
going to be same for all assets. Only change is people (employees)
depending of asset type.

I am not familiar with data connect.

I looked at editable queries.

Documentation states that “The editable field is visible only when a
single specific Primary Business Object and single specific GUI are
Selected”.

I will build query and see how I go.

Regards

Ned