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Master data, in this case, buildings and areas, serves two main purposes:
Integration Across across other Modulesmodules:
The Buildings and Areas module allows you to use location information in other modules. This offers practical benefits in other modules. Some examples:
Requests: Connecting requests to specific buildings or areas helps the Service Desk desk quickly locate and resolve issues. 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 buildings or areas to contracts ensures the cost costs can be tracked per building or area. Leading to better and more data-driven strategic decision-making.
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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.
The Buildings and Areas module offers practical solutions for improving other modules and processes and managing your real estate portfolio.
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By default, every user can select every building and area in other processes, if linking a building and/or area is enabled for that module (e. g.For example, every user allowed to create a request is by default able to select every building and/or area in that building when creating a request as long as buildings are used in the request module)within the building. The same applies to users authorized to create and edit buildings (and the areas in within the building), as by default, this system group (3. Edit buildings and areas) is assigned to a user overall, thus applying to every building.
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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
The Buildings and Areas module does not require any other modules to be activated.
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After starting the module activation, the buildings and areas-related imports become available to download in the next step. For more details about imports, see further down (Data imports)the next chapter ‘Data imports'.
Starting the module activation will also enable the relevant user system groups to be assigned to user profiles via the 'User profile management dashboard dashboard’ which can be found on the admin’s administrator startboard. For more details, see further down (User groups and profile suggestions)information about system groups, user profiles and general authorization, see Authorizing users.
4.3 Data imports
When activating this module, some data imports become available, which can be used to quickly import relevant data into the system (as opposed to manually entering this data, which is also possible).
Relevant data imports become available in the module activation after the activation has been started. Default data imports can also be found on the admin`s administrator startboard (only for level 2 and level 3 administrators).
For more information on data imports in general, see: Data imports
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Reference | Name | Description |
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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. |
FMB-F-025 | Import user access in context of 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. |
4.4
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System 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).
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Navigation menu option | Available to system groups | Description |
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Buildings |
| The option to search for all buildings and (if the user has the system group ‘Edit buildings and areas’) the option to create new buildings (areas are always created within a building). |
Areas |
| The option to search for all areas, without the need to first open a specific building. |
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7. Additional information
No additional information currentlyIf the Buildings and areas module is enabled, it is also possible to activate the Space Management options via module settings → Buildings and areas: Space Management. This additional sub module is enabled by the following setting:
For more information about this sub module, see: Space Management in the application managers part.
8. User manual
For the user manual with a more step-by-step explanation of the Buildings and areas module: Masterdata: buildings and areas
9. Q&A
Waiting for questions to be answered.