Return to the workplace 09-11-2020 08:31 AM

[narpad]

(Updated 9/9/2020)

Hi Team,

We’re delighted to announce v1.1 of the Power Platform Return to the workplace solution. We’ve heard your feedback and incorporated many of the requirements our customers have been asking for with this release. The new solution will be released on AppSource today. Summary is here but please also see below for more details.

• Enhancements for Location Readiness and Care Management including phase transitions and updates to the leadership and case manager dashboards
• Employee Health and Safety updates including booking a daily pass by floor and area along with arrival time.
• New Location Management app including capability to manage and report on capacity, arrival windows, and integration capabilities for building entry systems.

APSOURCE REL 1.1 links

App

https://aka.ms/rtw-app

Power BI

Location Readiness Dashboard

https://aka.ms/rtw-leadershippbi

Workplace Care Management Dashboard

https://aka.ms/rtw-workplacepbi

Facility Management Dashboard

https://aka.ms/rtw-facilitypbi

*****************Original Post***********************

Reopen responsibly, monitor intelligently, and protect continuously with solutions for a safer work environment. Equip facility managers and task force leaders to make informed decisions to safely reopen locations. Empower employees to return confidently with self-service tools for working safely and productively. Help health and safety leaders ensure the care and well-being of your workforce.

Learn more about the solution , watch the video and read the documentation to understand capabilities and working with the solution.

[PMLIO]

---

@AbrahamSaldana wrote:

This will be the workaround before we get this fix on the next release

Please edit the Security role, and select Custom Entities tab. 

Select the Entity "Daily Occupancy" and add organizational privilege's to all the options except Delete. 

Abe 

---

Yes, that fixed the problem. Thanks! 🙂 

[bpayst]

I'm trying to figure out what the "employee visits" in the facilities management app does and how it works. Attestations seem fine, we're seeing bookings, but I'm not seeing any linkage between booking and visits. Is there documentation somewhere that I missed?

• Employee Bookings - Keeps track of the employee's area, start (arrival) time, and end (departure) time. Employee bookings are linked to the employees' attestation record and are updated with actual employee visits.

• Employee Visits - Keeps track of visits to the facility. Employee visits are linked to an employee and a booking record.

[birdman]

Hi

The visit entity is a placeholder in the data model for integration with external building entry systems or checkpoint scanning systems. Visits provide confirmation of building ingress. Visits can also be used to reconcile if employees are effectively attesting and acquiring day passes prior to entering a building.  We intend to make use of this in further in future updates.

[bpayst]

Thanks, that's what I had assumed, but wanted to make sure I hadn't missed something. 

New question - in the workplace care management app, the "Employee Instructions" section contains a "check in available" toggle, but it does not seem to actually prevent the user from checking in. Is that also a placeholder?

[AbrahamSaldana]

@bpayst 

New question - in the workplace care management app, the "Employee Instructions" section contains a "check in available" toggle, but it does not seem to actually prevent the user from checking in. Is that also a placeholder?

Yes that is a place holder in Release 1.1, that feature will be completed and working on Release 1.2. 

abe

[bpayst]

@AbrahamSaldana

Thanks!

Are there any plans to make use the of the "case manager" role as an actual security role? If I understand correctly, anyone designated as a case manager can see all cases, not just the ones assigned to them. I looked for a role in the Security settings to use to restrict that to their cases only, but there does not seem to be one.

[AbrahamSaldana]

@bpayst 

You can modify the Security Role "Return to Workplace - Health and Safety Leaders" and update the privilege's for the Case Contact entity in the Custom Entities Tab. 

To accommodate to see and update only the cases that user created, you will need to modify the Create and Write  to a User only privilege's', like the following image... Green means Organizational (All) records

abe

[bpayst]

Cool. We'll give that a shot.

Thanks for the help and for this set of apps, we're finding them very useful.

[bpayst]

@AbrahamSaldana changing that permission did not seem to change the access to the records. Even when I set view to own records, I can still see cases created by other uses when I switch to the "active cases" view. My account had the "health and safety manager" role. What we would like to have is:

• Health and Safety Manager role - access to all cases
• Case Manager - access only to their cases

What seems to be missing is a way to manage the case managers, there's not an "add" option in the case managers page.

[wbakker-11]

@bpayst 

To add on the comment from @AbrahamSaldana, you also need to change it from organizational to user from the entities: employee case and case facility. What I would advise, since you want to separate them, open the Health and Safety leader role and press More Options and then Copy Role, this way you can save an exact copy of the role.  (link) You can then adjust that copy, and assign this to case managers and leave the other one for Health and Safety leaders.

As for the case managers, the list of case managers shown is exactly based on the system users. Currently the view isn't in there for all active users, so you need to change that via users under security in the settings, but let me see if we can improve this experience. @birdman