Scope management

First, make sure that you are a super admin

Most of the users will only have one scope to work on.

What is a scope ?

Scopes are used to identify different customers of OpTISAM. It provides a way to isolate data from different customers. Currently isolation is only at application layer, but same can be extended to Database layer if required(sharding/partitioning etc). We will stick to 3 letter codes for scope.
Scope Naming Conventions :
- For countries : O + 2 digit country ISO code eg. OFR, OSP etc
- For Business Units : OCB, TGI

OpTISAM is based on scopes and require user to provide scope while creating the types of those modules.
Each customer entity of OpTISAM will have its scope.

Access

You can access to "Scope Management" by clicking here :

Presentation

The presentation table is :

You can see :
- Scope code : The code of the scope. You will see it in the selection tab of the scope (top left)
- Scope name : The name of the scope
- Created by : The mail adress of the creator of the scope
- Created on : The date of the creation of the scope
- Groups : The number of groups inside of the scope

Possibilities

You can do 3 things from there :
- Create a new scope (here)
- Check the groups of an existing scope (here)
- Delete an existing scope (here)

Create a new scope

Click on "Create scope" :

This screen will be shown :

You just have to fill in these 2 fields and choose the kind of scope the you want:
- Scope ID : The ID of the scope you want to create
- Scope Name : The name of the scope you want to create
- Check Generic Template : if you are gonna upload your inventory with an excel file. - Check Specific Template : if you are not using excel files for the inventory.

Once, you have filled in these 2 fields and choose the kind of scope, you have to click on "Create" to create the new scope !

Check the groups of an existing scope

Place your mouse on the number in the column "Groups" of the scope you want to check :

You will see this small list :

This list is the list of groups in the scope.

Delete an existing scope

Click on the small trash icon on the line of the scope that you want to delete :

You will see this screen :

You have to click on "OK" if you want to delete the scope or on "Cancel" if you don't want to.