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Creating Locations

Overview

Locations structure your organization according to regional aspects. This structure can be a hierarchy that contains the following elements:

  • Country
  • City
  • Location

Assignment to locations can later be used to give the users different permissions for managing the stored data. For example, you can only define that an employee can edit only the data of a specific location. User permissions are defined by the roles assigned to them, so permissions are granted to or withdrawn from a role.

To Create a Location

  1. Start Matrix42 Workspace Management and click the Master Data workspace.
  2. In the navigation area, click Organization Structure > Locations.
  3. On the toolbar, click Add Location. A properties dialog opens.
  4. Enter detailed information about the location.
  5. Click Done to save and close.

To Import a Location

  1. Start Matrix42 Workspace Management and click the Master Data workspace.
  2. In the navigation area, click Organization Structure > Locations.
  3. On the toolbar, click Import Locations. The Import wizard opens.
  4. Follow the instructions.

For detailed description of the import procedure, see the Importing Data section of the Matrix42 Workspace Management user manual.

Explanation of the Import Template

Field Name

Explanation

Maximum Character Length

Abbreviation

Abbreviation

Alphanumeric string for abbreviation of the location.

50

Name

Name

Alphanumeric string for name of a location.

100

Type

Type

Name of the type of a location. The link to a location type that is available in the system is made by using the name. When entering the text, consider the language that was set for the user interface. If no or more than one matching locations are found, the value that is specified here is not saved.

 

Description

Description

Alphanumeric string that is used to describe a location.

1000

Status

Status

Status of a location. The link to the status that is available in the system is made by using the name. When entering the text, consider the language that was set for the user interface. If no or more than one matching statuses are found, the value that is specified here is not saved.

 

Manager 

Manager

Manager of a location. 

 

Valid from

Valid from

Date starting from which a location is valid.

 
Valid until

Valid until

Date until which a location is valid. 

 
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