Opportunity Lifecycle

An opportunity is Created, when the two projects meet the opportunity rules for one of the projects. This can be triggered in many ways: – Adding a new project Updating a project’s geometry Updating a project’s start date Updating a project’s end date Updating the matching rules The project owner will be notified when an […]

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Glossary

Administrator – Highest level of access within the system. The user has access to all areas within SmarterWX and can perform all tasks Areas of Interest – Any user in the system can define multiple areas of interest. Any projects or exclusion zones that are added, updated or removed from the area of interest will be […]

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Opportunity Ownership

An opportunity belongs to a project owner. The opportunity is one-way and belongs to only one project owner. Because different organisations may have different matching rules, it is possible that an opportunity is only created for one organisation. The following examples show how different matching rules (indicted by the dashed lines) might will result in […]

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How to Create Opportunity Rules

Matching Rules Once the user has verified that the data is correct the Publisher will set the opportunity and conflict rules for the organisation.  These will be copied from any existing live workspace. Matching rules are defined either as part of the data upload process (if you are using file uploads) or when configuring Live […]

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How to Upload your Data into SmarterWX

SmarterWX provides three methods for publishers and project owners to add data to SmarterWX: File upload – This help article describes the file upload method. Live Connect – For Live Connect data synchronisation using a feature service, please read this article. Quick add or edit – To add projects or exclusion zones quickly on the […]

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Data Preparation

Careful evaluation of your data is necessary if you want to achieve accurate and reliable results from SmarterWX. If your project or exclusion zone boundaries are drawn incorrectly, or dates are entered in error, then any opportunities and/or conflicts reported may potentially be false. Ensure your data is accurate, complete, current, contains the correct spatial reference and […]

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Workspaces

A Workspace contains all your projects and/or exclusion zones along with all of your matching rules or space and time buffers. A workspace can be created either by uploading data files or through Live Connect synchronisation to your GIS server. (Live Connect creates a new workspace each time the synchronisation task is scheduled to run). […]

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