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Blue Mountain Regulatory Asset Manager (RAM) displays information through queries. A query is a list of selected information from a set of selected records, organized in a selected manner. For Blue Mountain RAM, queries can be viewed in either Workspaces or Queries. Workspaces display the queries selected for it to display. A theme or job title is usually represented. The Queries feature displays all queries organized by the record type assigned to each query. For example, all equipment queries are grouped together, all calibration work queries are grouped together, etc.

Users only see the queries made visible to them due to their Group Memberships. Administrators choose which record types can be seen by which Groups. Query Authors assign rights to Groups on each individual query they author. If none of your Groups are assigned to a particular query, you will not see that query.

Query authors can be granted or denied the right to share their queries with others.

This brings up four interesting questions about controlling queries:

  • Where do you control what queries can be seen by a Group?
  • Where do you control who can author queries of each record type?
  • Where do you control who can share their queries with others?
  • What query rights can be shared?
QUESTION #1: Where do you control what queries can be seen by a Group?

Record Access: If a Group has access rights to a record type, they can see queries of that record type. Record Access rights are assigned at two scopes:

1) Site-Scope Record Access is assigned at: Sites > YourSite > Security > Rights > Record Access

2) Dataset-Group-Scope Query Maintenance is assigned at: Sites > YourSite > Dataset Groups > YourDatasetGroup > Datasets > YourDataset > Security > Rights > Query Maintenance

QUESTION #2: Where do you control who can author queries of each record type?

Query Maintenance: If a Group has query maintenance rights to a record-type, they can create that type of query. Query Maintenance rights are assigned at two scopes:

1) Site-Scope Query Maintenance is assigned at: Sites > YourSite > Security > Rights > Query Maintenance

2) Dataset-Group-Scope Query Maintenance is assigned at: Sites > YourSite > Dataset Groups > YourDatasetGroup > Datasets > YourDataset > Security > Rights > Query Maintenance

QUESTION #3: Where do you control who can share their queries with others?

Share Queries:  If a Group has the share queries right, they can share any query they make with any combination of Users and/or Groups. This right does not allow them to access queries made by others. Each query author assigns the rights to the queries they author.  The Share Queries right is assigned at one place:

Share Queries is assigned at: Sites > YourSite > Security > Rights > Query Maintenance > Share Queries

QUESTION #4: What query rights can be shared?

Set Query Rights:  If a Group with Query Maintenance rights also has the Share Query right, they can share query rights to their Query Designs with other Users and/or Groups, and their choices will be implemented by Blue Mountain RAM. There are five assignable query rights:

  1. Execute Query: Ability to see and run this query
  2. Lock: Ability to lock this query, preventing design changes
  3. Maintain Query: Ability to make design changes to this query
  4. Maintain Security: Ability to make security changes to this query
  5. Unlock: Ability to unlock this query, permitting design changes

The five assignable rights of “Set Query Rights” are accessed by opening a Query Design’s Action Menu and selecting Set Security Rights.

In the following example, the Execute Query tab is selected. Clicking the INSERT button opens a selection window offering Users and Groups. Selections can be granted or denied the query right. Highlight the other Query Rights tabs to assign their listed right.

A Blue Mountain RAM Administrator can control which record-type queries a Group can create, and whether the Group can expose the queries its members make with other Users and/or Groups. Once the Share Right is given, the “with whom?” and the “to what extent?” is not controllable. Training should be provided to Groups with the Share Right so they understand your expectations, the dangers of sharing a query that produces inaccurate or misleading information, and how to successfully work with Blue Mountain RAM’s Query Designer. Query Designer instruction and examples can be found in the Blue Mountain RAM User Manual. You can leverage this information in your training sessions.

Whenever you have questions, consult your Blue Mountain RAM User and Administrator Manuals. If necessary, please contact our friendly Support Technicians at techsupport@coolblue.com with questions. Also, please enjoy calling and speaking with your Regional Sales Manager (RSM) at 800-982-2388 if you are interested in Blue mountain RAM ideas, training, or services.