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Difficulty: novice

Content

Learning Objectives

After reading this article, you’ll be able to:

  • Perform the module activation for Masterdata: Assets

How to navigate to the module activation

To start the module activation for Masterdata:

  1. We have to navigate to the startboard. then click: Module Activations

  2. Select the tab: available modules to activate.

  3. Select Masterdata: Assets.

  4. After selecting Masterdata click ‘Rollout selected Module’.

This will provide you with a short explanation like the one below.

After this a new page will open:

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:

Setting

Description

Contextual access to assets

By default, various user groups have access to (all) assets, so that anyone who is allowed to create a request, for example, can select any asset. If this setting is set to Yes, the access to the object ‘Asset' is adjusted so that only the specific groups ‘View assets’ and ‘Edit assets’ have access to assets. This gives the option to give (certain) users th(is/ese) group(s) only in the context of a certain assets (via the tab 'Authorized users’ on a assets) and thus only give these users access to those specific assets.

 Pre-defined settings

There are some predefined settings. If these need to be adjusted this should be done via the Module settings button on your startBoard.

Setting

Description

Use assets

If set to yes assets are used within this environment.

Automatically generate QR code 

In order to open an asset in Axxerion via an external QR code scanner, the bookmark URL (or SSO bookmark URL, if the customer uses SSO) must be set in the QR field. Will only be done for every new asset.

Step 2 Start module activation

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.

 Authorizations

The following groups can be assigned to users:

Group

Reference

Comment

2. view assets

GOB-G025

Group gives view rights on assets.

2. edit assets

GOB-G008

Group gives create and edit rights on assets.

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.

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 SBR are the imports for assets. 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 rollout by clicking the close button.

Summary

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