Performing Scenario / Template Maintenance

See Also: Scenario Admin Guide

Admin users have the ability to perform Maintenance on a scenario and/or template without having to track down every user and ensure each user has exited the template and/or scenario. Admin users control when Maintenance is performed on a template and / or scenario.

In Practice: Scenario / Template Maintenance

Follow the steps below to perform Maintenance on a scenario and/or template:

1. Navigate to Maintenance > Admin > Scenario Setup.

2. Select the scenario that you want to perform maintenance on. In this example it is the 2017 Plan scenario (shown in the image below).

3. Click the 3 vertical dots and select Maintenance.

   

4. Select the amount of time (in minutes) prior to the start of Maintenance.

5. Enter a message to application users in the Message text box. An example is shown below.

   

6. Click Trigger Maintenance. The message is sent to all users who are working with the scenario. It will display on their screen informing the users about the upcoming maintenance activity. Users will be asked to Save and Exit the scenario prior to the commencement of Maintenance.

   An example of a message displayed in a template when Maintenance is triggered is shown below:

   

   Once Maintenance starts, the scenario is locked preventing users from performing additional actions. The icon shown in the image below indicates that the scenario is under Maintenance.

   

   An example message displayed in a template once Maintenance is underway:

   

   If a user tries to perform an action on a template that is under Maintenance, a message (like the one shown below) is displayed:

   

7. The Admin user can now perform Maintenance on the scenario selected and/or mapped templates as needed.

8. Once updates are complete, save all changes and adjustments, and return to the Scenario List page.

9. Select the scenario and click More > Maintenance.

10. A message is displayed asking if you want to end scenario maintenance. Click STOP MAINTENANCE (shown below). Ending maintenance unlocks the Scenario / Template. At this point, users can work on the Scenario / Template.