What is Aliases?
Aliases in 1place allow you to group centers or rooms based on the categories you need. This is particularly useful in reporting, as you no longer have to select them one by one; you can simply choose the desired group of centers or rooms in the Aliases.
An example of where we might use an alias is if we wanted to make a group of the centers which are located in a specific region.
Creating New Aliases:
To find the Aliases setting, click the settings tab, and click “Aliases”.
On this page, you may switch between center or room Aliases. In this example, we will be creating and using a Room Alias.
Click the green ‘+Room Alias’ button to get started creating an Alias.
On this page,
Enter a name for your Room Alias.
Add the applicable rooms by either:
Dragging them over, or
Selecting the room and clicking the single right arrow.
Once done, click the green ‘Add’ button at the bottom right to save.
How to use Aliases:
There are multiple ways that you can use Aliases to find information more efficiently within 1Place.
✔ Aliases help you search for information easier and faster.
In the Checklist Register: We can see that there is a filter option called ‘Room Alias.’ We can use the filter to search for groups of rooms which are under that alias.
✔ Aliases are also useful when generating reports.
Within the Incident Report: (within Excel Reports under the Reporting tab) you may select a Room Alias. Selecting this will ensure that the report created will be for the group of rooms within that Alias.
✔ Room and Center Aliases can be used within the Summary Dashboard:
Within the Summary Dashboard: When creating a new Summary Dashboard, in order to speed up and automate the creation process, a user may select a Center or Room Alias. This will instantly add all Centers under the chosen Alias into the ‘Report on’ section.
To add the Alias, click on the inverted triangle beside 'Select Filter' and look for “Report on” tab in your Dashboard filters.
Select if you would like to choose a Center Alias, or a Room Alias.
When one of the Aliases options are selected, you may drag one of your created Aliases into the right box to enable it. This will change the box below, shifting the applicable Centers or Rooms into Centers or Rooms that will be reported in this Summary Dashboard.
As a whole, Aliases can improve efficiency in searching and creating new information through Reports and Dashboards.
How to link Alias to users:
The alias is now another way to give users room access - this means that if rooms are removed from or added to the aliases, the access of users who are assigned to those aliases will automatically be updated.
Individual room selection is still available as an option too, so you can choose which option is more suitable, depending on the situation.
Under the user details page, there is an option to "Select Room Access Mode":
When 'Room Alias' is selected as room access mode, one or more aliases can be selected to give the user access to the rooms listed under the chosen aliases.:
In this way, if one or some of the rooms transferred to the other center/service/region, or they are no longer under the certain managing area/team, they can be updated within just the alias, and your users will have access to the rooms accordingly.
Alias can be updated or created by going to Settings > Aliases > '+Room Alias' or 'Upload Room Aliases'
Then bring the rooms you'd like to add to this alias on the right hand side, then click "Add".
This means that you can now control access of the following by applying/editing aliases:
Dashboards
Email Reporting
Checklist Schedules
Users access (Room Aliases only)
You can now view the list of users who gain access to the room via the selected alias(es) from the details page.:
Rooms > View/Edit (under Action) > Aliases
At the bottom of the Details screen:
How to use 'Alias Uploader'?
The aliases can be created/updated either manually or with 'Upload Aliases'.
'Upload Aliases' allows you to download an Excel spreadsheet with existing details where you can make changes and once done, upload it back to the system to bulk update these details.
To create/update/view aliases, here are the steps:
Click on 'Settings'
Click on 'Aliases'
Choose which of Center/Service/Store/Region or Room you're creating alias(es) for
Click on 'Upload ... Aliases'
(If updating/viewing existing aliases) Choose aliases, default value is 'Select All' which means that ALL the existing aliases are selected and will be exported.
In case you're working on Room Aliases, enabling this option will allow adding in Center/Service/Region name in front of Room names in the spreadsheet. This is particularly useful when there are duplicate Room names (e.g. there may be more than 1 'Infant room' across different centers).
This will generate a blank spreadsheet and ignore all the options you selected in step 5 and/or 6
This will generate a spreadsheet with existing details
8.1. Here is the difference between generated spreadsheets depending on
which of step 7 or 8 you chose.
7. Blank template: | vs | 8. Template from filters: |
9. Please note that if you create new aliases, 'ID' column value for the row should
always be left empty.
*Note 1: Even if you are creating new aliases, it is far easier to export from the filter, since you can view how the existing aliases look like as an "example". You can simply add new lines right below the existing information - in the above example, you can add new alias information from row
*Note 2: If you are updating the existing aliases, make sure NOT to change the 'ID' but only update the 'Alias Name' and/or the 'Rooms'. If you change the ID, it will no longer upload your updated information.
9.1. If you tick the "Append... "checkbox at step 6, all the room names will
appear as [center/service/region name]^[room name].
In the below examples, you can see the difference:
Room names only | vs | Append Center Name in Room name |
If all your centers' room names are unique, this option does not need to be selected. This becomes useful when multiple centers have the same room names such as "Nursery room", "Toddler room" etc.
10. Once you have updated/added aliases and save the excel spreadsheet, it's
ready to be uploaded. To upload the file, click "Select File", choose your
updated spreadsheet and then click "Next".
11. Review all the details and click "Upload Data"