Introduction
The Data Administrator role adds the ability for trusted users to manage the Buildings, Projects and Lookups for Global, Project and Hierarchy based data. In this article you will be shown how to create and edit Buildings, Projects and Lookups.
How to Implement
Firstly, the user needs to have the following roles assigned:
Asset Inspector
Data Administrator
Asset Validation
This will enable the Configuration option and give the user access to Buildings, Projects and Lookups.
Buildings
Buildings can be created by going to the Buildings option under Configuration, then selecting Create Building.
A Building Register popup will appear on screen, where users can enter building details. Mandatory fields are indicated by a red star. The mandatory fields are: building code, building name and project. These fields must be completed in order to save the building.
The user can also add informational records for specific buildings which can in turn be returned in any custom reporting. This can be accessed by clicking the Information Records tab at the top of the popup.
Projects
The next option in the Configuration dropdown is Projects. To create a project, click the Projects option. You will be taken to a page with a list of all the projects you have previously created.
To create a project, click the Create Project button at the top left of the screen.
The new project will now appear in the table. The user is able to enter the following details of the project:
-Name of project
-Project code
-Hierarchy to be used
-Set if there is to be a Fabric Survey template to be used
-Risk Assessment Frequency and the template to be used
-Start and end dates if needed
-Whether the buildings use strict locations
The Delete option will only show when Objects Exists (Buildings) is false and Assets Exists is false to prevent any records becoming parentless.
Lookups
The last option under Configuration is Lookups. To create or edit Lookups, click on Lookups under the Configuration option.
To create a new lookup, click the Add New button in the top right of the screen after selecting the desired options in the dropdown boxes to the left of it. Users are able to choose:
-The primary filter to be used
-Secondary filter
-Project
-Group
-Data hierarchy
Lookups can be Global, Project or Hierarchy based, this is determined by leaving HierarchyId and ProjectId as NULL for Global based lookups, setting ProjectId for Project based lookups, or HierarchyId for Hierarchy based lookups.
•Global Lookups will be used if there are no Project or Hierarchy based lookups.
•Hierarchy Lookups will be used if there are no Project based lookups.
•Project Lookups will be used if they exist.
Lookups are very customisable and contain a few hidden features, for example, Condition lookups can have Custom Flag set to 1 to indicate that a Mandatory photo is required if this condition is selected, this is normally a requirement for poor condition assets.
Lookups can also be edited by double-clicking the row of the lookup you wish to edit. Details, numeric attributes, and text attributes can all be edited within this screen.
