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Segmentation Business Rules

  • Segment ID "0" is reserved for the system segment.
  • All users and groups have access to the System Segment.
  • Only System codes, alerts, forms and reports should be kept in the System Segment.
  • The System Segment will only appear in drop-down menus in these modules:
    • Reporting (query/edit)
    • Codes
    • Forms
  • (The System Segment is not shown in Alerts because System Alerts are turned on and off at the Segment level.)
  • Users can still modify System code descriptions, show in edit/query as they do today.
  • Users cannot modify system alerts, forms or reports, only duplicate.
  • Work Orders, Schedules, and Web Requests cannot be created in Common Segments.
  • Common Segments are only linked to User Segments under Segment setup, not within User Group setup.
  • User Segments are still mapped to User Groups under User Group setup.
  • Record identifiers (Asset #, Resource #) and codes when defined at a Common Segment level must be unique in that Common Segment, any parent common segments, and the System Segment.
  • Record identifiers (Asset #, Resource #) and codes when defined at a User Segment level must be unique in all of the Common Segments and the System Segment above.
  • When making a Common Segment the parent of a User Segment, the system must authenticate that no records or codes exist in that User Segment, other Common Segments above the User Segment or the System Segment.
  • A Common Segment cannot be disassociated from a User Segment if there is data in the User Segment which is in that Common Segment or any of its parents.
  • When removing a segment, that segment cannot be in use within the database.
  • All segments can see the codes and other items stored in the System Segment.
  • A User Segment cannot have any children.
  • The System Segment does not have a parent. Every other segment has one and only one parent.