Condition Management

Overview

Case Conditions allow for creating conditions that can be used throughout the MAGNET system, by assigning the conditions to cases as needed.

Conditions can allow for easier generation of needed “Standard Conditions” documents, as well as prevent users from taking actions on cases (Issuing, Scheduling Final Inspections, Issuing COO Documents) until required conditions have been completed.

 

This documentation outlines the administration of available conditions in your MAGNET system. All conditions are completely controlled by your municipality through the MAGNET Admin Panel.

You must have permission to access the MAGNET Admin Panel to be able to manage conditions. If you do not have access to the Admin Panel, please contact your department manager or the person responsible for requesting user permissions, to get access.

 

 

To manage conditions in the MAGNET Admin Panel, select the “Manage Conditions” option from the Admin Panel home page.

After selecting this option, you will be taken to the Conditions Overview table. This table will list out all currently available conditions in the system as well as allow for the importing of new/updated conditions, updating of singular conditions, as well as the managing of condition groups and types.

Managing Conditions

Adding conditions is done through the Conditions import. Once conditions have been added to the system, they can either be updated by exporting the conditions, then importing the changes or by making changes to conditions, one by one from the main Conditions Overview table. Before importing conditions, the Groups and Types must be configured or the import will be rejected.

NOTE

Updating conditions in the admin panel does not affect conditions already added to a case. Once conditions are added to a case, they will not be affected by any changes made to the main condition. Nor will changes on the case condition affect the main condition.

Adding/Updating Groups and Types

To manage the available groups and types, choose “Manage Groups/Types” from the Conditions Overview table. Any currently available groups will be shown under the “Manage Groups” header and available types will be shown under the “Manage Types” header.

To add a new group or type, click on the green plus icon near the Manage Groups or Types header, enter the name of the new group or type, then select “Add”.

Disabling Groups/Types

Once a group or type is created, it cannot be deleted or edited. If you want to make a group or type available, click on the black lock icon next to the group or types name. This will disable the group or type and make it unavailable on future imports.

Disabling a Group or Type does not affect any existing conditions. They will still be available and usable on any cases in the system. This will just prevent the import from accepting the disabled group or type as a valid item in future imports.

Enabling Groups/Types

If a disabled group or type is needed again, choose the Disabled Types or Disabled Groups tab on the Manage Groups/Types page to show all types or groups that have been disabled. Click on the grey lock icon to re-enable the item.

Importing Conditions

Before importing conditions, be sure that all the entered Groups and Types in the CSV file have been added to the system or you will receive errors for invalid groups/types.

The condition import serves two purposes. First, it is used to add any new conditions to the MAGNET system. Second, it is used to allow for updating any existing conditions in the system.

For either action, you will first need to download the MAGNET Conditions CSV file. This can be downloaded by clicking on the “Export Conditions” button on the Conditions Overview table screen. This will generate a file called “export_{datecode}” (Datecode is a numerical representation of the current date).

If there are already conditions in the MAGNET system, these will be included in the export, otherwise, a blank template with headers will be provided.

Adding Conditions

The table below provides details of the information that should be entered into each column of the spreadsheet. Each row in the file represents a separate condition that will be imported into the system.

Updating Conditions

Once conditions are already in the system, the same process for exporting the conditions should be used to update conditions. Any condition already in the system will be included in the exported file, where you can change any needed details before uploading the modified file.

Condition Template

The table below details the columns and expected data for the CSV file generated by clicking the “Export Conditions” option from the main Conditions Overview table.

Conditions Variables

Importing Conditions CSV

After adding or making the needed changes to the conditions in the CSV file, select “Import Conditions” from the main Conditions Overview table. The import screen will allow you to select the CSV file from your computer and upload it for processing.

The system will first validate the data in the import file and display any errors encountered (if applicable). The errors will detail the problem as well as the line in the file that caused the error.

If no errors are found, the system will process the file and add or update the conditions as needed.

Once the import is complete, you will get a complete notification and the import changes will have been applied.

Editing Single Conditions

When only updating a few conditions, or if you prefer not to use the import function to update conditions, you can select individual conditions to edit from the main Conditions Overview table.

To edit a single condition, use the table to find the condition that should be updated, then click the edit icon in the “Options” column of the table.