How to use the new BPA functionality
Created On 12/07/18 23:05 PM - Last Updated 12/07/18 23:06 PM
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How to access the Self-Service Best Practice Assessment on the Customer Support Portal
Only a superuser can assign the BPA User role to a standard user’s profile in the Customer Support Portal.
- From the authentication home screen, go to Members > Manage Users on the left navigation.
- Click Edit for the user to whom you want to assign Self-Service BPA permissions.
- Select the BPA User role from the Roles drop down menu and then click Update.
- The user can now log in to the Customer Support Portal and access the Self-Service BPA (Tools > Run Best Practice Assessment).
- Under the Tools drop down on the left side navigation, select ‘Run Best Practice Assessment’
- On the first step of the BPA generation process, either drag and drop or browse to find a TGZ tech support file
- On the second step, it will give the opportunity to map each zone to the area of architecture. This can be done either by dragging and dropping the architectural value from the right-hand side to the correct zone, using the dropdown on the Classification column to select the correct value, or using the multi-select option checkbox on the right to select multiple zones that all will have the same architectural classification value. Once all of the zones are selected, click on the value from the list on the right-hand side.
- The third step gives the option to go back and review your selections or click generate report get the Best Practice Assessment created.
- The executive summary will be displayed, completing the process to generate a Best Practice Assessment. There are options to print the executive summary to a PDF or downloading the full BPA HTML report.