All user journeys

Choose the outcome you want, then follow its journey to the explanations and task guides in the order you need them. A journey connects the whole task; the linked guides give the detailed steps.

The journeys cover people looking after data, model and access administrators, operators and systems using the API. Permission and deployment settings determine which actions are available. Applications and record types come from each workspace’s model. Public transport stops, names and codes from Graubünden are marked examples, rather than fixed applications everyone must use.

Look after data

Find, maintain and connect records in the workspace you are working in. See look after data for the complete paths.

• Start from home.
• Find and inspect a record.
• Correct a record.
• Add a record where it belongs.
• Delete a record and what depends on it.
• Relate records and maintain their relationships.
• Build and change a hierarchy.
• Reshape a hierarchy across types, and change a record back.
• Review and replace a record’s related records.
• See and fill relationship coverage across ancestors.
• Change many records of a collection at once.
• See who changed what.
• Stop offering a value without deleting it.
• Exchange a workbook and repeat the load.
• Copy or move records to another workspace.
• Continue in a retired or unavailable workspace.
• Adjust the display and work with a keyboard.

Change with approval

Prepare coordinated proposals, review them and bring them into Live safely. See change with approval for the complete paths.

• Prepare and publish a coordinated design.
• Continue live work while a change set is open.
• Withdraw a publication and start reviewed changes from history.
• Review what a change set changes.
• Prepare under the next model version while live keeps the current one.
• Propose and approve a change.
• Resume or abandon unfinished work.

Work with an assistant

Review machine-made proposals and keep control of what changes. See work with an assistant for access, disclosure, costs, retention and review.

• Use AI proposals.
• Targets for unmapped values.
• Load a workbook, or change records, with the assistant.
• Reach refiroo from an assistant.
• An assistant reads.
• An assistant prepares a change.
• Ask in words.
• What changed in a period.
• Reuse a checked layout or stop using AI.

Shape a model

Define applications and data rules, load workbooks and manage workspace releases. See shape a model for the complete paths.

• Create and activate an application-model release.
• Administer workspaces.
• Define a consumer API in the model.
• Design a model in the editor.
• Onboard a workbook.
• Load the next version of a workbook.
• Run a workspace on a model of its own.
• Move a workspace to another release.
• Move data between workspaces whose models differ.
• An account of a model change.
• Add types, fields and relationships.
• Arrange navigation, views and record pages.
• Refine a draft without losing identity or colleagues’ work.
• Recheck a workbook design or a saved mapping.
• Maintain released contracts and definitions.

Integrate a system

Connect another system through complete reads, controlled writes and reliable change delivery. See integrate a system for the complete paths.

• Discover the model and the API.
• Read a collection completely and resume.
• Request the precise dataset an integration needs.
• Answer a business-date question.
• Submit a bounded bulk change.
• Run a large background job and recover.
• Follow changes reliably.
• Exchange a supplier file.
• Read a business object through a consumer API.
• Resolve a business object through a consumer API.
• Follow a consumer API’s changes.
• Automate a reviewed change and its approval handover.
• Administer models and transfer records through the API.
• Submit an assistant task from an integration.

Manage access

Sign in, grant people and systems access, and review its security. See manage access for the complete paths.

• Sign in and work.
• Manage who can do what.
• A system calls with a client.
• Rotate a key.
• Check the security model.
• Move people to the organisation’s sign-in provider.
• Tailor a responsibility and remove access when it ends.
• Configure publication review and system delivery.
• Control assistant access and inspect AI use.

Run the service

Start, inspect and recover the deployment. See run the service for the complete paths.

• Run the service, and recover from an expected refusal.
• Check what a deployment runs and how it is configured.
• Open a production installation over HTTPS.
• Upgrade and recover a failed cutover.
• Back up, rehearse and move to another host.
• Replace secrets and watch growing storage.
• Enable optional AI or prepare a developer instance.

Receive notices

Set up mail and choose how to hear about work and publications. See receive notices for the complete paths.

• Send mail.
• Notification digests and following a workspace.

If you are new to refiroo, start with What is refiroo? and How it works, then choose a journey above.