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This article is about activating this module as an implementation consultant. For more detailed information on how to manage or use the concepts in this module as an application manager or a user (for instance, details on how to create an object), see the related module in the application managers and/or Users part of this knowledge base: Application Managers / Users |
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 is importantfor the organization's day-to-day activities.
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By default, every user can select every asset in other processes if linking an asset is enabled for that module (e.g., every user allowed to create a request is by default able to select every asset when creating a request as long as assets are used in the request module). The same applies to users authorized to create and edit assets, as by default, this system group (3. Edit assets) is assigned to a user overall, thus applying to every asset.
If this should not be the case (e.g., user should only be able to see/select specific assets or only be able to edit specific assets (e.g., all assets of a specific building), contextual access should be enabled via Module settings → Assets: Contextual access to assets (or directly via the module activation). For more information, see: contextual access.
Additional categories
If the default asset categories (described in the Master data Asset module are not sufficient, additional categories can be added. See Master data Asset module for more information on this.
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As for every new module, use the ‘Module activation’ option on the administrator startboard (only available for level 2 and level 3 admins). For more general information about these 'Module activation' options, see Module activation.
4.1 Prerequisites before activating this module
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Contextual access to assets: This will enable contextual access to the assets. See before and contextual access
After starting the module activation, the 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 system groups, and these can be assigned to user profiles via the User profile management dashboard, which can be found on the admin's startboard. For more details, see further down (User System groups and profile suggestions).
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Reference | Name | Description |
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FMB-F-023 | Import assets | This can be used to import the assets of the customer. |
4.4
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System groups
System groups can be assigned to user profiles when a module is activated. These system groups will give users access to (a subset of) navigation menu options, startboard tabs, and tasks in the relevant workflow(s).
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Navigation menu option | Available to system groups | Description |
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Assets |
| The option to search for all assets and (for users with the system group ‘Edit assets’) the option to create new assets. |
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It is not necessary to have access to the navigation menu option(s) for master data to be able to select these objects in other processes. E.g. end users most likely do not need to search for assets via the navigation menu, they only need to be able to select an asset in a new request or reservation. If contextual access to assets is NOT used (default behavior), users that have the authorization to create a request, reservation, visitor, purchase order, or any other process can also select any asset in those processes (if applicable in that process). |
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6. Additional settings and options after enabling
For some most 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.
To navigate all asset settings, go to Module settings → tab Assets. 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 assets module: User manual: Master data assets
9. Q&A
Waiting for questions to be answered.