Scoping

Scoping is an approach for defining what details should be visible to who. Its primary objective is to allow users to view only the appropriate info helping them avoid spending time looking for the required details. A scoping rule can provide a framework to control the contents visible in an application based on specific criteria. This rule can be set for different groups of users in an organization so that users can focus on the information applicable to them. For instance, let us assume multiple vendors work for an organization, and Voltas is one among them. Through scoping, you can configure to display only the Voltas-related data to its employees and restrict the other vendors' data. Ultimately, scoping is essential for managing access to data and ensuring users are working with the most relevant and valid information.

Roles vs Global Scoping

Global scoping is the first-level filter applied to the information displayed to the users based on the assigned role. In detail

Overview

Scoping is a technique controlling the data on what an application should display, where a scoping rule is a criterion or condition based on which the applications implement scoping

Basic Components

This module revolves around the following components: Scoping - Scoping is a strategy to control the data access across the applications

Managing Scoping

In order to prevent users from accessing other users' data or unauthorized info, any organization must set boundaries through scoping. The Scoping module acts as a platform to configure the required rules that helps you extract and display only the data relevant to the application users.

Working of a Scope

Let us consider you have enabled a scope rule for the main application (Facilio) configured to display the work orders corresponding to the site(s) accessible for the users, and a user logs in to the application who has access permission enabled for the Washington and Minnesota sites.

Significance of Scoping

Scoping in facility management establishes boundaries and limitations for data access. By applying a scope, you can: Increase efficiency by helping users focus on a specific or required details