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Administration: Configuring and enabling new datasets for use

Administration: Configuring and enabling new datasets for use

Riskonnect periodically releases new datasets. In addition, your Project and Incident Administrators can create dedicated datasets for specific custom objects, custom tables, incident registers, and incident multi-select fields.

To ensure these new datasets are enabled for use within your Insights application, follow the steps below:

  • Perform a dataset update to bring new datasets into Insights.

  • Execute and save datasets into appropriate folders.

  • Assign datasets to the appropriate user roles.

  • Set up default relationships as needed (optional).

 

Performing a Dataset Update

  • STEP 1: Perform a dataset update to bring new datasets into your Insights application.

Go to Tools > Update Datasets and click the Start Update button.

Figure 1.1

  • STEP 2: Wait for the update timer to complete, then click OK on the confirmation popup.

 

Executing and Saving Datasets

  • STEP 1: Go to Settings > Data Model > Stored Procedures.

  • STEP 2: Locate the new dataset using the search function and click to select it. The fields for the dataset will appear in the pane below.

     

Figure 1.3

  • STEP 3: Click the Execute button and wait for the process to complete. Ensure that the Visible and Filterable checkboxes for all fields are ticked.

Note: Check to make sure all required fields have Visible and Filterable tick on. If some fields do not get ticked on automatically, you may have to tick these on manually.

Figure 1.4

  • STEP 4: Select a folder for the new dataset.

Figure 1.5

  • STEP 5: Click Save.

Figure 1.6

Note: Don't forget to repeat these steps for all other new datasets.

 

Assigning Datasets to User Roles

  • STEP 1: Go to Settings > Role Setup and select the relevant role from the Role List.

  • STEP 2: Within the Data Model Access tab, search for the new dataset and tick it to assign access.

  • STEP 3: Repeat the search and selection for all other new datasets required by the role.

  • STEP 4: Click Save.

Figure 1.7

Note: Don't forget to repeat this for all other roles that should have access to the new datasets.

 

Creating Default Relationships (Optional)

  • STEP 1: Go to Settings > Data Model > Relationships and click Add Relationship. A new empty row will appear.

Figure 1.8

  • STEP 2: Select the elements of the relationship from the dropdown boxes. Ensure that all mandatory fields marked in red are selected.

Figure 1.9

  • STEP 3: Click Save.

Figure 1.10

Note: Don't forget to repeat this for as many new relationships as required.

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