[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.
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For more information on the content of this module, including detailed descriptions of some of the core components, see: Master data Properties Buildings & Areas module in the 'Application Managers' section.
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By default, every user can select every building and areas in other processes, if linking a building and/or area is enabled for that module (e.g. every user allowed to create a request is by default able to select every building and area in that building when creating a request as long as buildings are used in the request module). The same applies to users authorized to create and edit buildings (and the areas in the building), as by default this system group (3. Edit properties buildings and areas) is assigned to a user overall, thus applying to every building.
if this should not be the case (e.g. user should only be able to see/select specific buildings or only be able to edit specific buildings or parts of a building (all areas of a given floor), contextual access should be enabled via Module settings → Buildings and areas: Contextual access to properties buildings (or directly via the module activation). For more information see: contextual access
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If the default building or area categories (described in the Master data Properties Buildings & Areas module) are not sufficient, additional categories can be added. See Master data Properties Buildings & Areas module for more information on this.
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Navigation menu option | Available to system groups | Description |
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Buildings |
| The option to search for all buildings. |
Areas |
| The option to search for all areas, without the need to first open a specific building. |
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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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Setting
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Description
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Contextual access to properties
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By default, various user groups have access to (all) properties, so that anyone who is allowed to create a request, for example, can select any property. If this setting is set to Yes, the access to the object ‘Property' is adjusted so that only the specific groups ‘View properties’ and ‘Edit properties’ have access to properties. This gives the option to give (certain) users th(is/ese) group(s) only in the context of a certain property (via the tab 'Authorized users’ on a property) and thus only give these users access to those specific properties.
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| title | Predefined settings |
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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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Setting
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Description
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Use properties and areas
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If this field is set to “No”, the option to choose a location is hidden in these processes:
Register meeting room reservations
Customer has multiple locations and wants to be able to link a location to requests and/or visitors
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Show areas directly as number less than
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In the tab areas in a building, the areas are shown immediately if the number of areas is no more than the value in this field.
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Use insurances
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If this field is set to Yes, the tab to added insurances for a building becomes visible. (Visible and managed by group 3. change buildings (GOB-G007)).
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Use property valuations
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If this field is set to “Yes”, the tab “Valuations” will be avaible on the property for the group “Edit Properties.” Different kind of valuations can be registered on this tab, like property value.
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Area unit
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In what unit the area should be shown.
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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.  |
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| Info |
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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. |
What happens when clicking Start?
You move on to the next page of the Wizard.
Relevant imports are created, in the next step we will go over these imports.
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| title | Authorizations |
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The following groups can be assigned to users:
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Group
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Reference
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Comment
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2. view properties
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GOB-G022
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Group gives view rights on propertys and areas.
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3. edit properties
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GOB-G007
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Group gives create and edit rights on properties and areas.
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9. Access to navigation menu properties
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FMB-G140
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If contextual access to properties is used (Settings, master data), this group can be assigned to users to access the navigation menu option "Properties". Access to specific properties should be given via the "View properties" or "Edit properties" group (in the context of a property). If users are given the group "View properties" or "Edit properties" overall, they already have access to the navigation menu option "Properties" with that group.
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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For importing data we take you through the basics steps on how to import module activation data. More details on imports can be found in this article Imports.
The import files created in this module activation are the imports for properties and areas. To download the import template:
navigate to the “Relevant imports” include
Click Generate import template
Click the download icon next to the loop to download the template.
Send files to the client
Import files received and approved
Click Upload import file and upload the import file obtained from the customer.
If everything is handled we can close the module activation by clicking the close button.
Summary
| Rw ui textbox macro |
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Steps in the module activation:
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Search
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