Custom Coded Behaviours and Features
Overview
This page is to show the various templates and action definitions with custom code behaviours.When new Actions are generated, by default they are created for:
- Three years in the past
- Five years in the future, to a maximum of five future actions and minimum of one future action (even if that one action is due after five years' time).
The default number of past, future and the maximum number of future actions to create can be overridden in Application Settings.
You can update actions for all assets at once, or limit the update to specific asset types.
Update process
Update / Audit Actions is used to recalculate all actions and provide an audit report with the ability to save new and modified actions.To Update:
- Open an Update / Audit All Actions window. The link to use will depend on whether you want to update all actions, or just those for a specific asset type.
- To update actions for all asset types, select Update / Audit All Actions
from the Dashboard.
- To update actions for just Tenements and Combined Reporting Groups, click the Update / Audit Tenement Actions
link in the Tenements module on the dashboard.
- To update actions for just Agreements, click the Update / Audit Agreement Actions
link in the Agreements module on the dashboard.
- This will display a message box informing you of how many assets (e.g. tenements, combined reporting groups and agreements) are in the current Global Filter and whether you would like to proceed with the update of their actions.
-
will close the message box and take you back to the dashboard.
allows you to only update actions for the Assets in the current Global Filter, while is used to update actions for all assets in your copy of LandTracker.
Note: When a Global Filter is selected, Combined Reporting Group actions will only be updated if the CRG is a member of the Global Filter's group. For example, when filtering for the Big Wheelbarrow project group, you should include both the Tenements and their CRGs in the Big Wheelbarrow group. - As the update runs, its progress is displayed. Note that you cannot perform any other actions in LandTracker until the update is complete.
You can also see the progress at the bottom right of the screen.
- You will be presented with the Change Tracking window which will display which actions will be created, updated or deleted.
Refer to the Change Tracking wiki page for more information on this window.
Future Actions are deleted if they are no longer applicable, for example when a tenement dies.
However, to avoid deleting data that you require, the update process does not delete Actions that have been completed, are overdue or have already been commenced - at least one Task has been ticked. You can manually delete these Actions if they are no longer required. - If you click
on the Change Tracking acceptance message, LandTracker will save the changes to the database, and take you back to the dashboard.
To see when an update was last performed, and what changed, see Review Audit / Update History
Amount field in Rent actions
When Rent actions are created for Western Australian tenements, the Amount is calculated as per the DMIRS fees and charges schedule, with an additional CPI increase added to the calculation for future years. The CPI percentage used can be customised in Application Settings.Amount field in Rates actions
If you have imported rates information for your tenements, this is used in conjunction with a CPI increase to include an estimated amount in Rates actions. The CPI percentage used can be customised in Application Settings.Stat Dec Actions
Please see Stat Dec for details about the Stat Dec actionsAuto-completion of actions
By default, WA Rent and Expenditure actions are automatically completed when MTO records indicate that the process is complete. Completion date is the date of receipt, and Completed by is set to MTO.- Rent actions for WA are auto-completed if MTO records include a receipt date.
- Expenditure Report actions for WA are auto-completed if MTO records include an expenditure lodged date and either:
- Total expenditure is greater than or equal to minimum expenditure
- Total expenditure is less than minimum expenditure and an exemption has been granted.
- Expenditure Report - Auto-Completion specified in Action Definition - The AutoComplete field in the Action Definition can be used to specify when the Expenditure Report action should be auto-completed. Please see Editing and Creating Action Definitions for details on how to do that.
If you prefer to manually complete these actions, and don't want them auto-completed, you can disable this option in Application Settings by adding DisableAutoCompleteActions="true" to the Application.General setting.
If ActionMonthsBack is set to 0 then AutoComplete will not operate on Actions where the deadline date has passed.