CMSi Documentation

Version 3.1 of CMSi is packed with new functionality due to the number of new Feature Requests we have received. If you have any further ideas for Feature Requests then please download our Feature Request template from our Downloads Page and return it to cms@software4conservation.com

Some of the highlights for CMSi include:

Planning

• Using a Task Name Lookup Table
  This is an optional setting to make Task names selectable from a dropdown list.
• Delete Button on the Factor Attribute Management Form
  A button to allow deletion of a status record has now been added.
• Integrating ConservationEvidence.com with the Create Project Wizard
  The website www.conservationevidence.com presents evidence for the success or failure of conservation measures based on published papers. A search of conservationevidence.com has been embedded on a tab on the create project wizard to allow users to check the success rate of methodologies to inform decision-making.

• Editing of Planned Resources After Allocations Have Been Made
  This feature request means you can now change work timings or who has to undertake work after allocations have been made.
• Use of Hyperlinks in Text Fields
  Text can now be turned into hyperlinks to web pages in the text editor.

Designated Sites

• Compartment Scroll Buttons
  You can now scroll through Compartments within a Site from the Compartments form.
• Compartment Status
  Status has been added as a Compartment attribute.
• Compartment Reporting
  You can now run reports from the Compartment form.

Search Filters

• Ability to See Non-Current Look-up Table Entries in Filters
  The Site and Annual Project filters did not previously show any lookup table items that had been flagged as non-current, which meant that you could not search for data that used an old code. This has been fixed so that you have the option to show (or hide) non-current items from the dropdown lists when selecting criteria for searching. The new functionality applies to all Search forms in CMSi Planning and PAM modules.

• Running Reports from the Site Filter
  An option has been introduced in the Site Filter to run reports. Previously you had to use the Annual Project Filter to run any reports, even if they were not related to projects.

• Additional Tabs to Search on Compartment Attributes
  Tabs for searching on attributes of Compartments have been added to the Site Filter. This will be of use only where the Compartment form is being used as part of the Designated Sites component.

Mapping

• Ability to Search on GB / Irish Grid References From the Map Gazetteer
• Ability to Manage Own Geometry Objects
  Such as being able to edit geometry object names.
• Length Calculated for Linear Geometry
  Linear mapping objects now have their length calculated.

MyCMSi

• Adjust Planned Budget improvements: Added ability to only show annual projects currently selected in the Annual Project Filter.

• Ability to Run MyCMSi Reports on Filtered Features
  A new filter parameter for Features allows standalone reports from MyCMSi to be run for the current list of features in the Site Tree. This means that you can search for a specific set of features in the Site Filter and use the result to produce reports on just those features.

Contacts

• Tool to Merge Contacts
  Some CMSi users have been involved in importing large quantities of data from a variety of sources. This can result in duplicate contact details being entered which are individually linked to different CMSi records. A tool for CMSi administrators has been added which allows duplicate contact details to be merged into one, whilst still retaining all related linked data.
• Tool to Copy and Transfer Contact Roles
  This new tool works for Site and Compartment linked contacts and enables you to link a person to multiple sites and/or compartments with a specific role and to transfer and existing role to another person.
• Searching for Contacts Using any Letters in the Full Name
  When searching for a Contact name in the dropdown lists, you can now type any set of characters within the person's full name (or organisation name) to find a matching record.
• Lookup Table for Person's Title
  A lookup table will be added for person titles in the Contacts module.
• Improve Filtering Options
  Adding new options to both Organisation and People searches using data fields such as organisation type, organisation categories, address, person categories, customer code, date of birth etc.

Admin

• Validation Rule to Disallow Future Dates
  Using F11, a validation rule is now available to stop users entering future dates.

Actions

• Shortcut to Action List
  The user Action List is now also accessible from an option in MyCMSi.

Property and Agreements Module

• Viewing Linked Annual Projects from PAM forms
• Viewing Rights Holder
  When viewing linked Rights from the Agreements, Buildings and Parcels forms, you can now view details of the Rights Holder.
• Agreements - Next Bill Date
  In the Agreements module, the Next Bill Date is now calculated as the day used in the payment start date and the month the payment is scheduled in.
• Agreements - Payments
  A button has now been added on the Agreements form Finance tab to manually create any new payments.