SPM Enterprise Land Access Points of Contact Tab

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SPM Enterprise Land Access Points of Contact Tab

The Land Access page in SPM Enterprise provides an easy way to view, create, or edit land access information for a specific facility. Select the Points of Contact tab to add, modify, or remove a point of contact (e.g., land owner, tenant).

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The SPM Enterprise Land Access feature can store the point of contact information in either the RT_COMPANY or DT_PERSON table. By default, the Points of Contact tab uses the RT_COMPANY table where the COMPANY_TYPE field is typically used to identify the contact as either a "Land Owner" or a "Tenant". When data are stored in the DT_PERSON table, the Points of Contact tab will not display Types. The available input fields on the page will correspond to fields in the designated table (aka either the RT_COMPANY or DT_PERSON table).

 

Note: If the DT_PERSON table is used to store point of contact information, the land owner and tenant fields on the access agreement tab will include all records from the DT_PERSON table.

 

Change to DT_PERSON Table

 

To edit the settings on the SPM Land Access page, click the More Options Ent-More_Options-Icon icon on the right-side of the SPM widget header and then select the Edit Settings option.

 

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The SPM Widget Editor will open to allow an administrative user to edit the value for the contactTable property from "rt_company" to "dt_person".

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Tip: Prior to opening the SPM Widget Editor, select a Type on the Points of Contact tab. This will populate the landAccessPointsOfContact properties in the SPM Widget Editor. Then simply replace the text string value for the contactTable property.

 

 

RT_COMPANY Table Types

 

The SPM Enterprise Land Access feature stores the point of contact information in the RT_COMPANY table. Typically, the COMPANY_TYPE field is used to identify the contact as either a "Land Owner" or a "Tenant". Existing points of contact are displayed in the grid based on the selected company type. Which company types are available in the grid can be specified. To add or remove a company type, click the +/- button to open the Add/Remove Types dialog window.

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All available company types will be displayed. Selected company types are displayed as blue buttons. The Search pane at the top of the dialog box can be used to find a company type for large data sets. Select and de-select company types as desired and then click OK. The selected company types will be displayed on the Points of Contact tab.

 

Click on the desired Company Type. The company type will be displayed in blue and the Points of Contact grid will be populated with database records associated with the selected company type.

 

 

Setup Grid View

 

By default, the Points of Contact grid displays the code, name, city, and state for each point of contact associated with the selected company type. However, users can choose which point of contact fields are displayed in the grid. To add or remove fields (columns) from the grid, click the arrow icon SPM-Ent_LA-Grid-Arrow in the upper-left corner of the grid.

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All available fields will be displayed in the sidebar menu. Selected fields are highlighted in blue.

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Select and de-select point of contact fields as desired and then click anywhere on the page to close the sidebar menu. The selected fields will be displayed in the grid on the Points of Contact tab.

 

Users can also sort the data in each grid column or hide a grid column. Click the down arrow in the upper-right corner of the desired column header to open a drop-down menu. Point of Contact field values can be sorted ascending or descending. Once a sort order has been selected, a "Remove Sort" option is available.

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Enter or Modify Point of Contact Information

 

To edit an existing point of contact record, click on the desired Point of Contact in the grid. To find the desired point of contact in the grid, either scroll through the list or use the filter box beneath each column header. Enter a search term (one or more characters) in the filter box beneath the appropriate column header. Only records that contain the search term will be displayed. Filtering is cumulative if multiple columns are filtered. To clear a filter, either manually delete the entered characters or click on the X in the right-side of the filter box.

 

Once a point of contact is selected, the following occurs on the Land Access page:

The row is highlighted.

The Point of Contact Code is displayed in the header of the page.

Data entry boxes are active beneath the grid.

An asterisk (*) is displayed next to the Access Agreements tab, indicating that the agreements are being filtered by the selected point of contact.

 

To clear a selected point of contact, either de-select the point of contact on the grid or click the Clear button on the Land Access page header.

 

Enter or modify point of contact information as needed by typing in the text boxes.

 

Warning: The SPM Enterprise Land Access page is directly connected to the EQuIS database. Information entered, changed, or deleted on the page will immediately be reflected in the database tables.

 

To create a new point of contact record, ensure that no existing record is selected and then enter in the desired information. Click the Create Point of Contact button and the new record will be added to the database and will appear in the Point of Contact grid.

 

Note: Data entered are stored in the RT_COMPANY table, unless changed to the DT_PERSON table (see above).

 

Code – Landowner or tenant code. Should be a unique identifier. Stored in RT_COMPANY.COMPANY_CODE.

Name – Landowner or tenant name. Stored in RT_COMPANY.COMPANY_NAME.

Contact Name – Landowner or tenant name. Stored in RT_COMPANY.CONTACT_NAME.

State – This field is a drop-down menu that is populated from RT_COMPANY.STATE.