[This article is currently under construction]
1. Master data
Master data forms the foundational elements within any IWMS (Integrated Workplace Management System), serving as the backbone for organizational operations and decision-making processes. It comprises essential information that remains relatively static and holds significant importance for the organization's day-to-day activities.
Master data serves as a reference point for various operational processes, enabling users to accurately identify, track, and manage assets, buildings, areas, and contacts across different functionalities within the software. By maintaining a centralized repository of master data, organizations can streamline processes, improve data integrity, and enhance decision-making capabilities.
2. What is this module about
Properties (Buildings ) and areas are one of the master data modules of Workplace Management.
For more information on the content of this module, including detailed descriptions of some of the core components, see: Master data Properties & Areas module in the 'Application Managers' section.
3. Why use this module
Master data, in this case buildings and areas,
3.1 Choices to be made within the module
4.How to activate this module
4.1 Prerequisites before activating this module
4.2 Module activation
4.3 Data imports
4.4 User groups
4.4.1 Relevant user groups from other modules
4.5 Navigation menu and startboard options
5. Additional reports
6. Additional settings and options after enabling
7. Additional information
8. User manual
9. Q&A
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How to navigate to the module activation
To start the module activation for Masterdata, we have to navigate to the startboard. Then click: Module activation and select Masterdata: Properties and areas. After selecting Masterdata click Rollout selected module. This will provide you with a short explanation like the one below.
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After this a new page will open:
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Steps to follow
Step 1 Settings to be determined
Tip: We go over the settings in the table below. However, hovering over the field you are filling in will often provide you with the same help text:
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There are some predefined settings. If these need to be adjusted this should be done via the "Module settings" button on your startBoard > ‘Masterdata’ tab.
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If these need to edit the area categories, this also can be done via the "Module settings" button on your startBoard > ‘Masterdata’ tab. At the bottom you will see an include with a “Manage Area Categories” tab. Here you can change the categories of an area.  |
Step 2 Start activation
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In contrast to other activations you might notice that you do not have the option to generate an end user profile. To make properties/area’s available in end user profiles, the authorization groups (e.g. View/edit properties) need to be:
More on User profiles in /wiki/spaces/~62e256719974783acc356c63/pages/40075271. |
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The following groups can be assigned to users:
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Step 3 Check data and close the module activation.
On the next page we can check all items that have been created. This also contains a checklist we can follow.
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If everything is handled we can close the module activation by clicking the close button.
Summary
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Steps in the module activation:
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