| Table of Contents | ||
|---|---|---|
|
...
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 is importantfor the organization's day-to-day activities.
...
Master data, in this case, buildings and areas, serves two main purposes:
...
Requests: Connecting requests to specific buildings or areas helps the Service Desk quickly locate and resolve issues. Additionally, tracking Tracking open or total requests per building or area also assists in resource and maintenance management.
Reservation Management: Reserving areas within buildings becomes easier, ensuring efficient use of space and better room availability.
Contracts: Linking Buildings or areas to contracts makes sure ensures the cost can be tracked per building or area. leading Leading to better and more data-driven strategic decision-making
...
Apart from the use in other modules, the Buildings and Areas module can aid in managing your real estate, as it helps to get insights into the organization's buildings, including details like location, ownership, occupancy status, and maintenance history. This overview helps in resource allocation, cost-saving, and strategic decision-making. The same applies to the areas, as understanding the spatial layout improves operational efficiency and compliance.
In summary, the
The Buildings and Areas module offers practical solutions for improving other modules and processes and managing your real estate portfolio.
...
By default, every user can select every building and areas area 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 buildings and areas) is assigned to a user overall, thus applying to every building.
if 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 buildings (or directly via the module activation). For more information, see: contextual access
Additional categories
...
4.1 Prerequisites before activating this module
The Buildings and areas Areas module does not require any other modules to be activated before.
4.2 Module activation
For this specific module activation, only one setting applies:
...
Contextual access to buildings: This will enable the contextual access for to buildings. See before and contextual access
After starting the module activation, the buildings and areas-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 to 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).
...
Relevant data imports become available in the module activation after the activation has been started. Default data imports can also be found on the admins admin`s startboard (only for level 2 and level 3 administrators).
...
Reference | Name | Description |
|---|---|---|
FMB-F-021 | Import buildings | 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 customer's 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 and can be used to import which users should have access to view or edit which building. |
...
Reference | Name | Description | License needed |
|---|---|---|---|
GOB-G022 | 2.View buildings and areas | Group The group gives view rights on buildings and areas. Is only relevant if contextual access is used, otherwise, all system groups give access to buildings and areas. | Requestor |
GOB-G007 |
| Group The group gives edit rights on buildings and areas. if If contextual access is enabled, this can also be given in the context of specific buildings to users | Full user |
FMB-G140 |
| If contextual access to buildings is used (Settings, master data), this group can be assigned to users to access the navigation menu option "Buildings". Access to specific buildings should be given via the "View buildings" or "Edit buildings" group (in the context of a building). If users are given the group "View buildings" or "Edit buildings" overall, they already have access to the navigation menu option "Buildings" with that group. | Limited user |
...
Navigation menu option | Available to system groups | Description |
|---|---|---|
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. |
| 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 via the navigation menu, they only need to be able to select a building in a new request or reservation. if contextual access to buildings is NOT used (default behavior), user users that have the authorization to create a Request, Reservation, Visitor, Purchase order, or any other process , can also select any building and area in those processes (if applicable in that process) |
...
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 also be managed via the Module settings as well.
To navigate to all Building and areas area settings, go to Module settings → tab Buildings and areas. Hover over the available settings to get more information:
...