Add CivilPro Lot to Teambinder (D)

This function allows you to create one or more lots in Teambinder based on the lot information in CivilPro and is used when the lot information in CivilPro does not exist in Teambinder.

Before you can use this function, the following is required :

• Setup: The configuration that specifies the mapping between Civilpro and Teambinder lots and users must be complete
• Data: All information required by Teambinder (per the config) must be supplied. This includes things like custom register data for the Lot Type and any other fields required in you specific instance of Teambinder. This also includes mapping between Civilpro and Teambinder for any users contributing to your lot.
• Authority: You must have a role with permission for Teambinder Add.

For more information on Teambinder Integration workflow, see Teambinder Integration.

Related Links : 

Teambinder Integration

Match and Link Lots and Contacts/Users between CivilPro and Teambinder

Use the Teambinder functions in CivilPro 

1. To access this function, go to the Lot Register, and click on the Review & Sync tab.

2. Click on the "Create Lot in Teambinder" button, a new screen is displayed with the selected lots plus two columns of additional information:

• A preview of the proposed lot number to use in Teambinder
• A validation column that will contain a list of issues that will prevent the lot being uploaded

In this screenshot below, you can see that only one of the lots is validated with the two other lots missing the Area data required in Teambinder. The validated lot has been given a proposed lot number for Teambinder based on the rules in the configuration. 

Previewing and Confirming Lot Numbers

3. The Teambinder Lot Numbering are available in four options as follows:

A. Standard CivilPro lot number format, with the same Lot Number duplicated in Teambinder

B. Custom CivilPro lot number ( see Create Custom Lot Numbers), with the same Lot Number  duplicated in Teambinder

C. Independent format, with no similarities to the CivilPro Lot Number

D. Based on the CivilPro lot number plus additional information

For example : 

Applications	Option A	Option B	Option C	Option D
CivilPro Lot Number	EXMCN1001	LTYPE-00CICG00-BP-00013	EXMCN1001	EXMCN1001
Teambinder Lot Number	EXMCN1001	LTYPE-00CICG00-BP-00013	LTYPE-00CICG00-BP-00013	[TBData]EXMCN1001

Notes:

• The previous screenshot uses option C as an example. Although CivilPro supports this option, this configuration is NOT recommended in most cases unless there is a special reason for creating unmatched Lot Numbers in Teambinder. For much better alignment, Options A, B and D are strongly recommended as their formats are based on their corresponding lot numbers (either in full or partially) in CivilPro.   

• Option A and B give the same end result in terms of duplicating the identical Lot Numbers in Teambinder, so that you have matching lot Numbers ( standard or custom) across both applications. As such, the preview screen is mainly for validation as discussed in the next step.

• Option C and D will compile a Teambinder lot number based on the configuration setting that can deviate from the CivilPro lot number format. These options come with the ability to enter the lot number manually in the preview screen, if there is a requirement to do so. However, please bear in mind that if you make such an allowance in the configuration, you will need to consider the impact of using independent lot numbering in Teambinder and how to manage this in your workflow.

Validation

4. The preview screen's far right column contains information about validation. This is simply a summary of data that is required (as per the configuration) and is not available. Usually the issues with validation are either:

• A custom register value is required but has not been supplied. In this case simply update the lot record to provide the custom register value or
• A user is associated with the lot (e.g. as the person that raised, conformed or otherwise), but the CivilPro user is not yet mapped to a Teambinder user. To remedy this, map the user.

Note: A lot number will not be not generated for invalid lots. 

Uploading

5. When you are satisfied with the validated lots, you can click the Upload to TB button. This will begin the synchronization process for all of the validated lots with a lot number. Invalid and unnumbered lots are simply ignored.