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 […]
Category: Publisher Workflows
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 […]
How to Upload your Data into SmarterWX
SmarterWX provides two methods for publishers to add data to SmarterWX – file upload or Live Connect synchronisation. This help article describes the file upload method. For Live Connect please read this article. We recommend viewing this video before uploading data. It will give you a good overview of the loading process. Prior to uploading […]
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 […]
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). […]