One of the primary functions of space management is making sure information is as current as possible, which involves editing of data in many places. InVision provides three primary ways to edit information across different parts of InVision Space Manager
The following user guide outlines the four primary capabilities for performing edits in InVision:
- Quick Edits
- Single Edit
- Bulk Update from Selections
- System generated edits
When enabled, InVision provides a permissions model which can control editing permissions across organizational boundaries for Department Space administrators. This capability also supports a role for Organizational Space Managers who can perform edits or updates across all data, regardless of Departmental assignment. Users assigned to the Department Space Admin security group will have editing permissions ONLY for those buildings, floors, and spaces which their organization is the primary assigned organization. If you do not see one or more of the editing actions described below in your Actions menu, this is likely because you do not have permissions to edit it. For questions about which security group you belong to, or which organizational membership your login is associated with, contact your InVision Administrator so they can run the Security Diagnostics tool.
One very common workflow begins when a user is working in Search & Filter View. As users are sorting or filtering their data they may notice something wrong which needs to be updated, and have the need to make a quick edit to fix it. Alternatively, users may be using some of the Data Quality filters to deliberately search for records that need to be fixed, of have filtered and sorted by Date last edited. Either way, InVision Space Manager has a Quick Edit feature built in which lets you apply edits to a set of data through a Bulk Update utility. This tool can be launched from the Actions Menu, and provides a dialog to apply edits across the entire filtered data-set you are working with. When this dialog appears, enter values for those attributes you would like to update, click save, confirm that you want to apply those changes, and your data will be updated.
Quick Editing from Search & Filter view
Individual Record Edits
Another common pattern of editing occurs when users are focused on a single record, and need to update or enter information. If a user has permissions, they can access the Edit action through the Actions Menu, and are presented with a thematic Editing interface. This interface has a number of thematic tabs which make it easier to quickly find the attribute(s) to be updated as opposed to one long scrolling list. Fields in gray are visible for reference but not editable, and those that participate in a hierarchy have an intuitive offset which helps convey the cascading values. Also of note, the tabbed Editing pattern will match the same tabs and organization as the Expanded View for the Info Panel.
Thematic Editing dialog for individual record editing
Bulk Update from Selections
Another way to save time in updating Space information is using Bulk Updates from Selections. When a user needs to only edit certain spaces on a given floor, but doesn't want to edit them all one by one, they can create a selection set to apply bulk updates to. To do this:
- Follow the Selections workflow to create the selection set of spaces desired
- From the Overflow Menu select the Bulk Update action
- Enter one or more values in the Bulk Update dialog and click Save
- Confirm that you want to apply the edits, and they will be applied
Note: Once you have completed this workflow the active selections you started with will be reset so you can begin another workflow.
Applying bulk updates to selections of Space records
Other capabilities related to specific types of Editing can be viewed in the Shared Space Allocations and Link sections.