Publishing with RMU enabled in BMS 3.1.3

When enabling RMU in BMS 3.1.3, you will not be able to compare with a version that has been published prior to BMS 3.1.3. 

To overcome this, you must re-publish in BMS 3.1.3 the previous final version that you want to compare with. 

To do this,

1. Expand the published models list to determine the previous final version of the published model (i.e. the model version that was published in a version prior to BMS 3.1.3). 

previous_final.png

2. Right click on the model library and select Properties...

Properties.png

3. Select the Version History tab and locate the model with the same version as the previously published Final model. Right click on the model and click on Check Out as Latest Version...

checkout_library.png

4. Once the library has been completely checked out, save and check in the library. When checking in, select the option to publish the library and in the next window that appears and click on Publishing Options... 

publishing_options.png

5. In the window that appears, select Draft as the release version and ensure RMU and notifications are disabled as shown below. 

publish_options.png

6. Complete the publishing.

7. Once the publishing is completed, right click on the published model and select Properties...

published_library.png

8. Change the release version to Final and click on Save.

change_to_final.png

9. Repeat steps 3 to 5 for the current Final model version, but this time publish the model as Final with RMU and notifications enabled as shown below. 

publish_latest_final.png

The model will now be published with RMU enabled and you can compare with the previous final version of the model library. 

Setting the optimal screen resolution for Modeler

Using high DPI display settings on your screen can result in a change of the layout of BPAD and BPD diagrams, specifically with the appearance of the text size and arrow spacing in these diagrams. To resolve this issue you must change the Windows display settings for your screen.

To do this,

1. Open Windows Settings (click the Windows button on your desktop and type Settings).

2. Select the Display tab  and change the setting for Change the size of text, apps and other items to 100%.

Display Settings.jpg

Note: In some screens, setting this to 100% may result in the text being too small. In such cases, please ensure you change the settings for the Resolution to a lower value.  

3.   Log out and log back in the issue should now be resolved.

Note: it is important that you sign out and sign in again for the Windows display setting to be applied. 

Handling the error message: Client broker not running

At times, new installations of Modeler will get the following error message when attempting to connect to a server:

“Client broker not running – cannot make connections.”

This is because the Windows feature “.Net Framework 3.5” is not enabled. To resolve the issue navigate to Control Panel -> Turn Windows features on or off. Then select the relevant checkbox next to .NET Framework 3.5 as follows:

Client_broker_not_running.png

Create an Ad-hoc Task

Sometimes there is a need to send out ad-hoc tasks to BMS users for them to complete. Tasks that can be assigned to users are of the below types:

  • Approval Task: Approval Tasks require the assigned users to approve the related items, then provide a comment and an affirmative or negative response. Once a response has been received, the task is considered complete.
  • Confirmation Task: Confirmation tasks can be used to ask questions of assigned users. A user must answer affirmative or negative to the question posed, and once the user has done so, the task is complete.
  • Feedback Task: Feedback tasks require a text input from the assigned users before they can be submitted. Once submitted, the tasks are considered complete.
  • Information Task: Creating information tasks provides messages to the assigned users, which they can acknowledge. Acknowledged tasks are considered complete. No other action can be taken on an information task.
  • Review Task: Review Tasks require the assigned users to examine the related items, then provide a comment and an affirmative or negative response. Once a response has been received, the task is considered complete. 

To create a new ad-hoc task for an item:

1. In Modeler, access the properties of the item to which you want to link the task

2. Click the General tab (1) and then the Tasks sub-tab

3. Click the ‘Add New Tasks’ button to the right of the tasks sub-tab and select the task type you wish to create. 

4. Complete the details for the task as appropriate and click OK

Notes:

  • Only one assignee is allowed per task
  • For Release: You can create the task against libraries that are in particular published release states (Draft, Proposed, or Final) or all three published release state
  • Required publishing before available: If checked, the task will only become active following the next publication of the library (of the nominated release state). Leaving the box unchecked makes the task appear in the selected published library immediately.
  • Start, Due and Reminder Dates: The dates the task becomes active, is due, and if required when a reminder email will be sent (if the task has not been completed) 
  • Description of work: The description of the work you require the assignee to perform
  • Enable escalation, Escalate (period), and Escalate to:  If required, you can choose to have the BMS escalate the task to an appointed person if the task has not been actioned within the chosen timeframe
  • An item can have more than one task at any one time. Tasks only appear on the item’s task sub-tab until they have been completed. At that point they are automatically removed and can be accessed in Modelpedia under the ‘My Completed’ tab of your Task List

Managing your own Favourites List

You can add items to your own favourites list. This list is available to you from device to device – be it desktop, iPad or iPhone.

To add an item to your favourites list:

  • Click the favourite icon located on the item’s context menu

Result: The favourite icon for that item displays as black  and the item is added to your favourites for that library

To review all of the items that you have added to your favourites:

  • Click the hamburger menu at the top right of the published model to expand it

Result: Any items you have added to your favourites appear in an alphabetical list grouped under the ‘Favorites’ heading.

Subscribe (AKA 'watch') items to be notified of changes

Users can subscribe to items in the library to be informed when:

  • The item has been amended
  • Someone has commented on the item

1.      Click the icon located on the item’s context menu

Result: The watch icon for that item displays as black  and the item is added to the Watch List for that library

To review all of the items that are being watched

1.      Click the hamburger menu at the top right of the published model to expand the MDR model’s activity statistics, your favourites, and other items

2.      Click the Watch List

Result: The Watch List displays.

Note: Items can be de-watched from this list or from the item’s context menu



Accessing an item's task list

A user can access the tasks just for a particular item (as opposed to the tasks for an entire library):

1.      Click the icon located on the item’s context menu

Result: The item’s task list opens

Note:  Depending on your level of authority and the open tasks on that item, the user can see:

  • All tasks for an item over time (the user must be a Task Administrator to see the full list of current and historical tasks)
  • All current tasks on the item including their own task
  • If there are no open tasks on the item and they are not a Task Administrator, the individual item’s task list will be blan

Accessing your Task List

The Task List shows the user the tasks which are assigned to them in the current published website state. In addition, the user can examine their completed tasks, everyone’s uncompleted tasks and everyone’s completed tasks for the current published library state.

To access your task list:

1.      Click the hamburger menu at the top right of the published model to expand the MDR model’s activity statistics, your favourites, and other items

2.      Click the Task List to open the list of tasks for that library:

Result: The task list opens

Note: Tasks are grouped into four tabs:

1.      My Tasks (all uncompleted tasks assigned to you)

2.      My Completed (all tasks completed by you)

3.      All Uncompleted (all uncompleted tasks for the library - requires administrator permission)

4.      All Completed (all completed tasks for the library - requires administrator permission)