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Master data

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Asset are one of the master data modules of Workplace Management.

Assets are all the objects…….

For more information on the content of this module, including detailed descriptions of some of the core components, see: Master data Asset module in the 'Application Managers' section.

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For this specific module activation, only one setting applies:

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image-20240419-130848.pngImage Added

  • Contextual access to buildingsassets: This will enable the contextual access for buildingsasset. See before and contextual access

After starting the module activation, the buildings and areas assets related imports become available to download in the next step. For more details, see further down (Data imports).
Starting the module activation will also enable the relevant user groups and these can be assigned to user profiles via the User profile management dashboard which can be found on the admins startboard. For more details, see further down (User groups and profile suggestions).

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For more information on data imports in general, see: Data imports

If the buildings and areas Asset module is activated, the following default import connectors become available:

Reference

Name

Description

FMB-F-021023

Import buildingsassets

This can be used to import buildings of the customer.

FMB-F-022

Import areas

This can be used to import the areas of the building of the customer.

FMB-F-025

Import user access in context op building

This import becomes available if contextual access to buildings is enabled can be used to import which users should have access to view or edit which building.

the assets of the customer.

4.4 User groups

When a module is activated, system groups become available that can be assigned to user profiles. These system groups will give users access to (a subset of) navigation menu options, startboard tabs, and tasks in the relevant workflow(s).

For more general information on user profiles, system groups, users, and the user profile dashboard, see:User management

For the Buildings and areas Asset module, the following system groups become available:

Reference

Name

Description

License needed

GOB-G022G025

2.View buildings and areasassets

Group gives access to the navigation menu to search assets and the group gives view rights on buildings and areasassets. the later Is only relevant if contextual access is used, otherwise all system groups give access to buildings and areasselect assets in other processes

Requestor

GOB-G007G008

  1. Edit buildings and areasassets

Group gives edit rights on buildings and areasassets. if contextual access is enabled, this can also be given in the context of specific buildings or assets to users

Full user

FMB-G140G141

  1. Access to navigation menu buildingsassets

If contextual access to buildings assets is used (Settings, master data), this group can be assigned to users to access the navigation menu option "BuildingsAssets". Access to specific buildings Assets should be given via the "View buildingsassets" or "Edit buildingsassets" group (in the context of a building or specific asset). If users are given the group "View buildingsassets" or "Edit buildingsassets" overall, they already have access to the navigation menu option "Buildingsassets" with that group.

Limited user

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For more general information on the navigation menu and startboard, see: https://spacewell.atlassian.net/wiki/spaces/KB/pages/441712705/Authorizing+users#2.2-Navigation-menu-and-Startboard

For the buildings and areas asset module, the following navigation menu options become available:

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Navigation menu option

Available to system groups

Description

BuildingsAssets

  • View areas and buildingsassets

  • Edit buildings and areasassets

  • Access to navigation menu buildings assets (only relevant if contextual access is used and user might not have the first two system groups in general, but only in context of certain buildings or assets)

The option to search for all buildings.

Areas

  • View areas and buildings

  • Edit buildings and areas

  • Access to navigation menu buildings (only relevant if contextual access is used and user might not have the first two system groups in general, but only in context of certain buildings)

 

The option to search for all areas, without the need to first open a specific buildingassets.

Info

It is not necessary to have access to the navigation menu option(s) for master data, in order to be able to select these objects in other processes. E.g. end users most likely do not need to search for buildings assets via the navigation menu, they only need to be able to select a building an asset in a new request or reservation. if contextual access to buildings assets is NOT used (default behavior), user users that have the authorization to create a Requestrequest, Reservationreservation, Visitorvisitor, Purchase purchase order, or any other process, can also select any building and area asset in those processes (if applicable in that process)

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There are currently no relevant additional reports available for the buildings and areasassets.

6. Additional settings and options after enabling

For some modules, additional settings can be configured after the initial module activation via the 'Module settings' option on the administrator startboard. A module is always activated with the most used settings pre-defined. After the module is activated, the module may have more advanced settings available, which can be managed via the Module settings as well.

To navigate to all Building and areas asset settings, go to Module settings → tab Buildings and areasAssets. Hover over the available settings to get more information:

 

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7. Additional information

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For the user manual with a more step-by-step explanation of the Buildings and areas assets module: Masterdata: buildings and areas User manual: Master data assets

9. Q&A

Waiting for questions to be answered.