HousingBrixx Top Tips Tutorial. March 2018

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Jesse Alexander
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1 HousingBrixx Top Tips Tutorial March 2018 Author: Achie Gyedu Version: v1.1 Created on 12/03/2018 Last Updated: 12/03/2018

2 Contents Introduction... 2 Selecting similar objects... 2 Populating multiple objects... 4 Saving & cancelling searches

3 Introduction The HousingBrixx Top Tips Newsletters address some of the frequently asked support questions and aim to give the reader some additional insight into the HousingBrixx system. The fundamental purpose of the newsletter is to provide a quick guide and an overview of the chosen support topic. It is not intended as replacement for training or the HousingBrixx User Manual. This edition provides user guidance on how to use the Find function, specifically how to sort and group similar objects by their HousingBrixx Object Type. This enables you to update the inputs in objects simultaneously, which saves time when updating your plan. Selecting similar objects HousingBrixx allows you to select objects by Object Type and group them within the plan s Properties window. The Object Type is an attribute that remains with an object regardless of how it is renamed by the user and identifies an object s name when it starts its life. Thus, irrespective of a user s chosen naming convention, the HousingBrixx Object Type name remains unchanged and we can use this to find and multi-select objects. Objects with the same Object Type can be updated quickly in one operation, especially if the data are held elsewhere e.g. in a spreadsheet. To sort objects by Object Type : In Edit View, choose Edit/Find from the menu or hit F3 to open the Find window. In the Find window, you have the option at the bottom of the Basic tab to either find and highlight, or find and select objects. Select both in this case. On the Advanced tab and in the Property column, type in szobjecttype or click in the box to open the Account Selector window, and select Object Type which is the caption and has 2

Note that the screenshot above shows the new Account Selector and at the point of writing this, the older version is still in general use.

4 szobjecttype as the corresponding ID. Note that the Account Selector window sometimes launches quite small and you may need to expand the window. Note that the screenshot above shows the new Account Selector and at the point of writing this, the older version is still in general use. Select = from the dropdown in the Condition column and enter object name (Routine Maintenance in this case) in the Value column and click OK This will select all the Routine Maintenance objects in the plan, and the Data page in the properties window can be modified and pivoted as desired. 3

5 Populating multiple objects Notice from the above screenshot that the input fields within the Data tab are greyed out and this prevents the user from making any changes to the initial data entered in the objects. Also, notice the date range dropdown displaying Ambiguous Date. The reason being, one or more of the objects have been set with different date attributes. That is to say, some of the objects may have been profiled by years while others may be profiled by days, months, quarters, semi-annual or no dates, and has resulted in a multi-select date discrepancy. To enable editing of the data, select the appropriate timeframe/date range from the dropdown to equally profile the objects. Choose the same data entry frequency as that of your source data (yearly in this case). 4

Left click on the Properties button, and while holding down the mouse key, drag and drop the Properties button to

6 To import data from elsewhere, you can change the format of the Data tab to mirror the format of the source data, by interchanging the positions of the Objects and Properties buttons at the top of the tab. Left click on the Properties button, and while holding down the mouse key, drag and drop the Properties button to the left of the Objects button. Once completed, the new view should look like the below and you can simply copy & paste the data from elsewhere. 5

After multi-selecting your objects, untick the check box labelled Objects and then enter any desired amount ( 100,000 in the

7 Occasionally, you may wish to update many objects with the same data e.g. when updating inflation objects. HousingBrixx has a built-in function which can be utilised to set an equal amount for all the selected objects. After multi-selecting your objects, untick the check box labelled Objects and then enter any desired amount ( 100,000 in the case below) and tick the check box again to confirm that the same amount has been populated in each selected object. This also works for inputs that are expanded by time. 6

To load a filter that you have used before or that someone has sent to you, you need to click the same icon but then choose Open Other

8 Saving & cancelling searches By clicking the floppy disc icon, highlighted below, you can save and share these filters with other users. If you select Save As, you can rename the filter and save it to any location and even send / share with colleagues. To load a filter that you have used before or that someone has sent to you, you need to click the same icon but then choose Open Other from the menu. At the end of this exercise, make sure that you cancel the Find function by clicking on the Edit button and select Cancel Find from the menu. 7

Quick Guide FAST HR. For more resources, including a guide on FAST HR codes, visit # Instructions Screenshot

Quick Guide FAST HR. For more resources, including a guide on FAST HR codes, visit # Instructions Screenshot Tips & tricks This quick guide describes basic navigation within the FAST HR reporting tool, including how to use filter options, format columns and export reports. For more resources, including a guide